To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a particular 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 e-mail Notify a staff 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 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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is added to the contact A customized field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a specific tag or customized field worth.
You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date takes place A customized field is updated with a particular value 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 construct my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to construct it. Numerous online marketers construct very easy email series for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email ().” The automation validates 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 prepared for next week’s course, and encourage them to share it with good friends.
The contact will begin getting lessons the following Monday 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 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 want to send out the exact same email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already acquired the item 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 instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables 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, went to, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.
Here’s an automation I received 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 includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over again.
This automation can be overwhelming at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not recommend.
Some customers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they have actually currently been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my e-mails?” confirmation.