To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the objective’s place 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 details Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact purchases A tag is added to the contact A custom-made field is upgraded with a particular worth From there, you can develop Conditions, to check whether the contact has a particular tag or custom field worth.
You can also produce 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 makes a purchase A date happens A custom-made field is updated with a particular worth You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to construct it. Numerous online marketers construct really basic e-mail series for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my site. You have 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 utilize to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students all set for next week’s course, and encourage them to share it with friends.
The contact will start getting lessons the following Monday early 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 email 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 very same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get included 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 combination panel: I can add tags based upon whether the contact signed up, attended, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other emails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has lead scoring built in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell 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 separate automation eliminates them from this automation, removes all of those tags, and begins this automation over again.
This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t recommend.
Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually currently been removed from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my e-mails?” verification.