To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger 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 options (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send 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 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 get rid of tags Add 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 activate an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a particular worth From there, you can produce Conditions, to examine whether the contact has a particular tag or custom-made field worth.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date takes place A custom-made field is updated with a particular value You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I want to construct it. Lots of online marketers develop really basic e-mail series for their “email courses.” A contact indications up, and after that that contact instantly starts getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and motivate them to share it with pals.
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 impossible for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send out the exact same email to everyone on my list. I want to send them the suitable 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 purchased the item I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t 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 combination panel: I can add tags based upon whether the contact signed up, 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 cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over 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, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t advise.
Some customers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually already been gotten rid of from the automation utilizing 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 don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send a basic “do you still want my e-mails?” confirmation.