To start building an automation in ActiveCampaign, start 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 submits a form E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify an employee 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 place 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 information Add and eliminate tags Include 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 limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom field is updated with a certain value From there, you can produce Conditions, to examine whether the contact has a certain tag or customized field value.
You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date occurs A custom-made field is upgraded with a particular worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to develop it. Lots of marketers construct really simple e-mail series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.
It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My e-mail 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 invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with buddies.
The contact will start 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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send out the same e-mail to everyone 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 validates that they have not already purchased the item I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they immediately hit the “Goal” toward completion 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 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, 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 cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t suggest.
Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send 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 email (if they currently clicked on the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my e-mails?” verification.