To begin building 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 added When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Inform a staff member 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized 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 submits a form The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can develop Conditions, to check whether the contact has a specific tag or custom field value.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date occurs A customized field is upgraded with a specific worth You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I want to build it. Many online marketers build extremely basic e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to construct with ActiveCampaign, but impossible 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 sign up by Friday night, and a new course starts each Monday early morning. When I initially tried 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 few 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” e-mail to get the trainees ready for next week’s course, and encourage them to share it with good friends.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration 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 out the very same email to everyone on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms 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 thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get included 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 combination panel: I can add tags based upon whether the contact signed up, went to, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring developed 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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over 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, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.
Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they have actually 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 e-mail address to let me know that they do not have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my e-mails?” confirmation.