To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a specific 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 team 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 location 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 details Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom field worth.
You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date occurs A customized field is updated with a particular value You do not develop emails 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 email course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to build it. Lots of marketers build extremely basic email sequences for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.
It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email ().” The automation verifies 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 prepared for next week’s course, and motivate them to share it with buddies.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on 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 don’t wish to send out the same email to everyone on my list. I want to send them the proper e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed 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 integration panel: I can include tags based upon whether the contact signed up, attended, missed, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates 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 one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I do not recommend.
Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail 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 verification link in the previous e-mail, they have actually currently been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me know that they don’t have tracking enabled. This type adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I just send a basic “do you still want my e-mails?” verification.