To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for testing 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 current 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 Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a form The contact makes a purchase A tag is added to the contact A custom field is upgraded with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field value.
You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date occurs A custom-made field is updated with a certain worth You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I ‘d like to build it. Many online marketers construct extremely simple email series for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail 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 early morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ().” The automation verifies 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 trainees 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 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 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 everyone on my list. I wish to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added 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 registered, attended, 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 more likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.
Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and starts this automation over once again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not suggest.
Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve already been removed from the automation using a different 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 understand that they do not have tracking enabled. This form includes a tag that I use to filter those contacts out. . I used to add 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 only send an easy “do you still want my emails?” confirmation.