To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’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 details Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made 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 form The contact buys A tag is included to the contact A custom-made field is updated with a certain worth From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field worth.
You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date takes place A custom-made field is upgraded with a specific worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I want to construct it. Many marketers develop extremely basic email series for their “email courses.” A contact register, and after that that contact right away begins getting lessons.
It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students ready for next week’s course, and encourage them to share it with buddies.
The contact will begin getting lessons the following Monday early 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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not want to send the exact same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already purchased 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 immediately hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows 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 registered, attended, missed out on, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not recommend.
Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out 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 currently clicked on the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. 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 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 emails?” verification.