To start building 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 subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (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 offered in ActiveCampaign’s automations are: Send an email Inform a group member Wait conditions If/then conditionals Split traffic for screening 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 details Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact purchases A tag is included to the contact A customized field is updated with a specific worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field worth.
You can also develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A custom field is upgraded with a particular worth You do not 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 develop my e-mail course exactly how I ‘d like to develop it. Many marketers construct extremely simple e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact immediately starts getting lessons.
It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I utilize 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 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” e-mail to get the trainees all set for next week’s course, and motivate them to share it with pals.
The contact will begin 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 e-mail 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 don’t wish to send out the exact same e-mail to every individual on my list. I wish to send them the suitable e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away struck the “Objective” towards the end 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 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 include tags based upon whether the contact registered, participated in, missed out on, or based upon the length of time 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 promos tab. People who do not open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated 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 emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be overwhelming at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I do not advise.
Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually already been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails 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 enabled. This type includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my e-mails?” confirmation.