To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (offered 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 an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (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 information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is included 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 worth.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date happens A customized field is updated with a certain value You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to construct it. Numerous online marketers develop really basic email series for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with friends.
The contact will begin getting lessons the following Monday early 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 morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I do not want to send 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 verifies that they haven’t already bought the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly struck the “Goal” toward 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 customize 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, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be frustrating at initially, and this is one of those cases where I wish 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 need to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t recommend.
Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. . I utilized 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 only send an easy “do you still want my e-mails?” confirmation.