To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a specific tag or custom-made field value.
You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date occurs A custom-made field is updated with a certain value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to develop it. Lots of online marketers build very easy email sequences for their “e-mail courses.” A contact indications up, and after that that contact right away starts getting lessons.
It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. 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 morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the trainees prepared 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 out on enrollment 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 impossible 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 proper e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently purchased the product 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 sign up. If they register, they immediately struck the “Objective” towards the end 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 integration panel: I can add tags based upon whether the contact signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my emails 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 individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated 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 includes 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, removes all of those tags, and starts this automation over once again.
This automation can be frustrating at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t recommend.
Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail 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 email (if they already clicked on the verification link in the previous e-mail, they have actually currently been eliminated from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my e-mails?” verification.