To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid 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 information Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is added to the contact A custom-made field is upgraded with a specific value From there, you can create Conditions, to examine whether the contact has a specific tag or customized field worth.
You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date happens A custom-made field is updated with a specific worth You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I want to develop it. Numerous online marketers construct really easy e-mail sequences for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.
It was simple 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 website. You need to register by Friday night, and a new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Design 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 buddies.
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 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 the exact same email to everyone on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already bought the product 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” toward 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 tailor 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 registered, participated in, missed, 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 e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not suggest.
Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send out 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 e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been eliminated 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 email address to let me know that they don’t have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my e-mails?” verification.