To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin constructing 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 testing Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’s place 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 site 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 sends a kind The contact buys A tag is included to the contact A custom-made field is updated with a particular worth From there, you can develop Conditions, to examine whether the contact has a certain tag or custom field value.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date happens A customized field is updated with a specific worth You don’t create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I build my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I want to construct it. Numerous online marketers build extremely simple email sequences for their “email courses.” A contact indications up, and then that contact immediately starts getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email 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 methodology, I was on MailChimp.
Here’s the automation I use to welcome new students to my Style Pitfalls course. There’s a few 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 ready for next week’s course, and encourage them to share it with pals.
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 difficult for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the very 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 currently bought the item I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, 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 include tags based upon whether the contact registered, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off 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. Individuals who don’t open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I got 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 includes brand-new tags for 7 days, 1 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 once again.
This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I don’t suggest.
Some subscribers do not have 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 e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the verification 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 likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This kind adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, but when people 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.