To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Include a note Lead scoring, SMS and site 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 form The contact purchases A tag is added to the contact A custom field is upgraded with a certain value From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field value.
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 buys A date occurs A custom field is upgraded with a particular value You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course exactly how I want to develop it. Many online marketers construct extremely basic e-mail sequences for their “email courses.” A contact indications up, 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 website. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I first tried this method, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a few 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 till it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees 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 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 do not wish to send 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 have not currently purchased the product I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they immediately struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. .
This allows me to personalize 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 registered, attended, missed, or based upon the length of time they stayed in the webinar. These tags can then activate 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 don’t open my e-mails make it harder for other emails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell 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, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not advise.
Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one e-mail 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 email (if they already clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking allowed. This kind adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, but when individuals don’t 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.