To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid 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 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 Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom-made field is upgraded with a particular worth From there, you can develop Conditions, to examine whether the contact has a specific tag or customized field value.
You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date happens A custom field is updated with a particular worth You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I wish to build it. Many online marketers build extremely basic email series for their “e-mail courses.” A contact signs up, and after that that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, however 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 have to register by Friday night, and a new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students all set 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 registration for next week’s class. They’ll get the pump up e-mail 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 desire to send the exact same email to everyone on my list. I want to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they right away struck the “Objective” toward completion 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 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 signed up, went to, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate 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. Individuals who do not open my e-mails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell 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, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not advise.
Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they have actually already been gotten rid of from the automation using 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 understand that they do not have tracking allowed. This kind adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my emails?” confirmation.