To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site alternatives (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 readily available in ActiveCampaign’s automations are: Send an email Inform a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the goal’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 Include 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 limited. On ConvertKit, you can activate an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A customized field is updated with a specific worth From there, you can create Conditions, to inspect whether the contact has a specific tag or customized field worth.
You can also produce Events, which are a bit like ActiveCampaign’s Objectives, 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 takes place A custom field is upgraded with a certain 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 method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I ‘d like to build it. Many marketers construct extremely basic e-mail sequences for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.
It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My e-mail course is by hand 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 first tried this method, I was on MailChimp.
Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email ().” 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 students prepared for next week’s course, and motivate them to share it with good friends.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up email 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 don’t wish to send out the very same email to every person on my list. I want 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 currently 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 encourage them to register. If they register, they instantly struck the “Objective” towards the end of the webinar, and the automation ends. If they don’t 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 integration panel: I can include tags based upon whether the contact registered, attended, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to delete inactive customers, which I don’t advise.
Some customers don’t have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they’ve already been eliminated from the automation using a different 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 don’t have tracking allowed. This kind adds a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my e-mails?” confirmation.