To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a specific 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 e-mail Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a kind The contact purchases A tag is included to the contact A custom-made field is updated with a certain worth From there, you can create Conditions, to examine whether the contact has a particular tag or custom-made field value.
You can likewise create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date occurs A customized field is updated with a specific worth You do not create e-mails 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 email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I ‘d like to build it. Lots of online marketers build very basic email series for their “e-mail courses.” A contact register, and after that that contact instantly begins getting lessons.
It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with pals.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up e-mail 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 want to send the exact same e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently acquired the item 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 struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, 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 signed up, attended, missed out on, or based upon for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to the individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I received 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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not recommend.
Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This kind adds a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still want my e-mails?” verification.