To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s place in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is included to the contact A custom field is updated with a certain value From there, you can create Conditions, to examine whether the contact has a specific tag or custom-made field value.
You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date happens A customized field is updated with a certain worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I ‘d like to develop it. Lots of marketers develop very simple e-mail series for their “email courses.” A contact signs up, and after that that contact instantly begins getting lessons.
It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with buddies.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up email the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I do not desire to send the exact same email to every person on my list. I want to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the product I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact registered, went to, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and begins this automation over again.
This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t advise.
Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they have actually already been eliminated from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my emails?” confirmation.