Best Active Campaign Automations

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site options (readily available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send out an email 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 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 Add 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 restricted. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is added to the contact A custom field is upgraded with a certain worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or customized field worth.

You can also 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 eliminated The contact purchases A date happens A custom-made field is upgraded with a certain 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 e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I ‘d like to develop it. Many marketers construct extremely simple e-mail series for their “email courses.” A contact indications up, and after that that contact immediately begins getting lessons.

It was easy to construct with ActiveCampaign, however 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 website. You have to register by Friday night, and a new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.

Here’s the automation I utilize to invite 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 e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and encourage them to share it with buddies.

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 e-mail 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 do not desire to send out the very same e-mail 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 confirms that they haven’t already purchased the product I pitch in the webinar.

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. .

This enables me to tailor 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 out on, or based upon how long they remained in the webinar. These tags can then activate 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 e-mails to get to the people who actually want 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 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 overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one email asking if they still want 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 confirmation link in the previous e-mail, they have actually currently been eliminated from the automation utilizing a separate automation) – .

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking allowed. This kind includes a tag that I use to filter those contacts out. . I utilized 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 out a basic “do you still want my e-mails?” verification.