Automation Completion Report Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind 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 start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (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 information Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized 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 sends a type The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can create Conditions, to inspect whether the contact has a specific tag or custom-made field worth.

You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date occurs A custom-made field is updated with a specific worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I wish to develop it. Many marketers construct extremely basic e-mail series for their “email courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ().” The automation validates 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 students prepared for next week’s course, and motivate them to share it with friends.

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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the product 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 immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .

This allows me to tailor 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 registered, participated in, missed out on, 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 emails 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 the people who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different 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 service. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they already clicked 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 form where they can enter their email address to let me understand that they do not have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” confirmation.