To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a kind E-commerce and on-site options (available 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 readily available in ActiveCampaign’s automations are: Send an e-mail Alert 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 current 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” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a certain value From there, you can create Conditions, to check whether the contact has a particular tag or custom-made field worth.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date takes place A custom field is updated with a specific worth You do not develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I want to build it. Numerous online marketers build very simple email series for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.
It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted 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 email ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with good friends.
The contact will start getting lessons the following Monday 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 morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I don’t want to send the very same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the product I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away struck the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get included 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 signed up, attended, 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 more likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed 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 eliminates them from this automation, removes all of those tags, and starts this automation over again.
This automation can be overwhelming at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not recommend.
Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they’ve currently been removed from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my emails?” verification.