To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a certain 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 Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s place 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 information Add and eliminate tags Add a note Lead scoring, SMS and site 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 kind The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a specific worth From there, you can create Conditions, to examine whether the contact has a particular tag or custom field value.
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact purchases A date takes place A customized field is upgraded with a certain value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to build it. Numerous online marketers develop extremely basic email sequences for their “e-mail courses.” A contact signs up, and after that that contact immediately starts getting lessons.
It was simple to build with ActiveCampaign, but 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 sign up by Friday night, and a new course begins each Monday morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a few 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 a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with buddies.
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 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 do not wish to send the same email to every person on my list. I wish to send them the appropriate e-mail 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 interested in the webinar, and to encourage them to register. If they sign up, they right away hit the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. .
This enables me to personalize 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 how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of 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. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not advise.
Some customers do not have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a basic “do you still want my e-mails?” verification.