To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform a team 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 objective’s place 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 get rid of 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 restricted. On ConvertKit, you can activate an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A customized field is upgraded with a particular worth From there, you can produce Conditions, to check whether the contact has a particular tag or customized field worth.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date occurs A customized 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 build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I want to construct it. Lots of online marketers build very simple email sequences for their “email courses.” A contact register, and then that contact right away starts getting lessons.
It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to register 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 use to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” 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” email to get the students all set for next week’s course, and motivate them to share it with pals.
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 morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the same email to every individual on my list. I wish to send them the proper e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently 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 instantly struck the “Objective” toward completion 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 tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination 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 stayed in the webinar. These tags can then activate 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. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring constructed 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, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over again.
This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t advise.
Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually currently been gotten rid of from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my e-mails?” verification.