To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 details Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom 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 buys A tag is contributed to the contact A custom-made field is updated with a certain worth From there, you can produce Conditions, to examine whether the contact has a particular tag or customized field value.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date occurs A customized field is updated with a certain value You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I wish to develop it. Lots of online marketers develop really easy email series for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.
It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email ().” The automation confirms 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 students ready for next week’s course, and motivate them to share it with pals.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up e-mail the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send out the very same e-mail to every individual on my list. I desire to send them the appropriate email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already bought the item I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly hit the “Goal” towards 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 allows me to customize 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, went to, missed out on, 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 most 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 the people who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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, one month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.
This automation can be overwhelming at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not advise.
Some customers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking allowed. This type includes a tag that I use 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 only send out an easy “do you still want my e-mails?” confirmation.