To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (offered in the “Pro” strategy) 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 available 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 goals (The contact can skip to the objective’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 details Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field worth.
You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date happens A customized field is upgraded with a specific worth 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 way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course precisely how I want to construct it. Numerous online marketers construct very basic email series for their “email courses.” A contact register, and then that contact right away starts getting lessons.
It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I first tried this method, I was on MailChimp.
Here’s the automation I utilize to invite 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 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” email 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 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 suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently purchased the item I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they immediately hit the “Objective” towards 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 personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact registered, went to, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell 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, thirty 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 frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not suggest.
Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they’ve already been removed from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still want my e-mails?” verification.