To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email 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 details Add and eliminate tags Include 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 limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is included to the contact A custom field is upgraded with a certain worth From there, you can develop Conditions, to check whether the contact has a specific tag or custom-made field value.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date happens A customized field is upgraded with a certain value You don’t produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to construct it. Lots of online marketers develop extremely easy email series for their “email courses.” A contact register, and after that that contact right away begins getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees ready 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 registration 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 out the same e-mail to everyone on my list. I wish 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 confirms that they haven’t already bought the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly hit 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 allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, went to, missed out on, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other e-mails to get to the individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t suggest.
Some customers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they’ve already been gotten rid of 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 e-mail address to let me understand that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a basic “do you still want my e-mails?” verification.