To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location 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 remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A custom-made field is upgraded with a certain worth From there, you can create Conditions, to examine whether the contact has a particular tag or customized field worth.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date occurs A custom field is upgraded with a specific value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I ‘d like to develop it. Lots of online marketers develop extremely basic email series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this methodology, I was on MailChimp.
Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the trainees all set 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 out on registration 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 don’t wish to send out the very same e-mail to every individual on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the item 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 immediately hit the “Objective” towards completion 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 signed up, participated in, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated 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 e-mails. When a contact subscribes, this automation includes 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 different automation removes them from this automation, removes all of those tags, and begins this automation over again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.
Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they have actually already been removed from the automation using a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me understand that they don’t have tracking enabled. This form includes a tag that I use to filter those contacts out. . I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” confirmation.