To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact purchases A tag is added to the contact A customized field is updated with a specific value From there, you can create Conditions, to examine whether the contact has a specific tag or custom-made field worth.
You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date occurs A custom-made field is updated with a particular value You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I wish to construct it. Many marketers build really easy e-mail series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and encourage them to share it with friends.
The contact will begin 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 e-mail the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send out the exact same e-mail to everyone on my list. I desire to send them the suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the item I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they right away hit the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. .
This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact registered, participated in, missed out on, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.
This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I don’t suggest.
Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve already been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking allowed. This type adds a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my e-mails?” confirmation.