To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is included to the contact A custom field is updated with a specific value From there, you can create Conditions, to inspect whether the contact has a specific tag or customized field value.
You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date occurs A custom field is updated with a particular value You do not produce emails 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 e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I want to develop it. Lots of marketers build really basic email sequences for their “email courses.” A contact register, and after that that contact instantly begins getting lessons.
It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and encourage them to share it with good friends.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on registration 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 want to send out the exact same e-mail to every individual on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently bought the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about 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 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 integration panel: I can include tags based upon whether the contact registered, attended, 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 cash, and it makes it 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 individuals who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform 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, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t recommend.
Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked on 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 also have a link to a kind where they can enter their email address to let me know that they do not have tracking allowed. This type adds a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send a simple “do you still want my e-mails?” confirmation.