Activecampaign Templates

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” plan) 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 an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid 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 information Include and remove tags Include 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 trigger an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom field value.

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date occurs A customized field is updated with a specific value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to build it. Lots of online marketers build very basic email sequences for their “e-mail courses.” A contact indications up, and then that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, however 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 need to register by Friday night, and a brand-new course begins each Monday morning. When I first attempted this method, I was on MailChimp.

Here’s the automation I utilize to invite 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 a “pump up” email to get the students ready for next week’s course, and motivate them to share it with good friends.

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 wish to send the same e-mail to every person on my list. I want to send them the suitable e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already acquired 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 sign up. If they register, they right away struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get included 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 combination panel: I can add tags based upon whether the contact registered, participated in, missed out on, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed 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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not recommend.

Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send one email asking if they still wish 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 email, they have actually currently been removed from the automation utilizing a different automation) – .

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking allowed. This type includes a tag that I utilize to filter those contacts out. . I used 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 reliably! I only send a simple “do you still desire my e-mails?” verification.