To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (offered 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 email Inform an employee 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 present 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 Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is added to the contact A custom field is upgraded with a certain worth From there, you can create Conditions, to inspect whether the contact has a certain tag or custom field value.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date takes place A custom 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 simple for me to build my e-mail course exactly how I wish to construct it. Numerous online marketers develop really easy e-mail sequences for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.
It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite brand-new students 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 out a “pump up” e-mail to get the trainees all set for next week’s course, and encourage them to share it with friends.
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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send the same email to every individual on my list. I wish to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already acquired the product 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 hit the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, 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 combination panel: I can include tags based upon whether the contact registered, went to, missed, or based upon the length of time they remained in the webinar. These tags can then trigger 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 e-mails make it harder for other emails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring built in.
Here’s an automation I got 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 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, gets rid of all of those tags, and begins this automation over once again.
This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not recommend.
Some customers do not have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still desire my e-mails?” confirmation.