To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site choices (offered in the “Pro” strategy) 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 Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s place 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 eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom 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 makes a purchase A tag is contributed to the contact A customized field is updated with a certain worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field worth.
You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date happens A custom field is updated with a specific 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 main way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I ‘d like to develop it. Lots of marketers build extremely easy email series for their “e-mail courses.” A contact register, and after that that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome new students 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 validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and motivate them to share it with pals.
The contact will begin 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 the very same email to everyone on my list. I wish 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 have not already acquired the product I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly struck the “Objective” toward the end 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 customize 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 the length of time 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 don’t open my emails make it harder for other emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.
Here’s an automation I obtained 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 includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not advise.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually currently been eliminated from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their email address to let me know that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked on 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?” verification.