To begin developing an automation in ActiveCampaign, begin 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 type 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 begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom 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 sends a kind The contact buys A tag is added to the contact A customized field is updated with a certain worth From there, you can create Conditions, to examine whether the contact has a certain tag or custom-made field value.
You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date happens A custom field is updated with a certain worth You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to develop it. Many online marketers build very easy email sequences for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.
It was simple to construct with ActiveCampaign, however 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 sign up by Friday night, and a new course starts each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of 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” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with buddies.
The contact will begin getting lessons the following Monday 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 difficult for me to automate this with MailChimp.
When I run a webinar, I don’t want to send out the very same email to every individual on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they instantly hit the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get added 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 signed up, participated in, missed out on, 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. People who don’t open my emails make it harder for other e-mails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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, one month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not advise.
Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they’ve already been removed 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 email address to let me understand that they don’t have tracking made it possible for. This form includes a tag that I use to filter those contacts out. . I used to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still want my emails?” confirmation.