To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip 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 Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can produce Conditions, to check whether the contact has a particular tag or customized field value.
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date occurs A custom-made field is updated with a particular value You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I wish to build it. Many marketers build very basic email sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately begins getting lessons.
It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. 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 starts each Monday early morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a couple of 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 until it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and motivate them to share it with buddies.
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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send out the same email to everyone 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 confirms that they have not currently acquired the product I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away struck the “Objective” towards 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 allows 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 how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts this automation over again.
This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t advise.
Some customers don’t have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they have actually already been removed from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails likewise 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 form includes a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my e-mails?” verification.