To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a form 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 start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s location 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 details Add 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 purchases A tag is added to the contact A customized field is updated with a particular value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field value.
You can also 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 eliminated The contact buys A date takes place A customized field is updated with a certain worth You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I wish to build it. Many marketers construct really easy email series for their “email courses.” A contact indications up, and after that that contact right away begins getting lessons.
It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. 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 starts each Monday early morning. When I initially attempted this method, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out 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 impossible for me to automate this with MailChimp.
When I run a webinar, I do not want to send the exact same email to every person on my list. I wish to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the item I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not 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 signed up, attended, missed out on, or based upon the length of time they stayed in the webinar. These tags can then set off 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 e-mails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since 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 suggest.
Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually already been gotten rid of from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking enabled. This type adds a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my emails?” verification.