To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a certain 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 an e-mail Alert a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is included to the contact A custom field is updated with a specific value From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom-made field worth.
You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date takes place A customized field is upgraded with a certain value You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my email course exactly how I ‘d like to build it. Many marketers construct really simple email series for their “e-mail courses.” A contact indications up, and then that contact right away begins getting lessons.
It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation verifies 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 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 enrollment for next week’s class. They’ll get the pump up email 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 wish to send the exact 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 utilize to promote an evergreen webinar: First it validates that they haven’t already acquired the item I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly hit the “Goal” toward 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 enables 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 include tags based upon whether the contact signed up, attended, missed out on, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other e-mails to get to the people who actually want them! The “Pro” strategy of ActiveCampaign has 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once 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 service. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t recommend.
Some subscribers don’t have actually tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one e-mail 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 email (if they currently clicked on the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails 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 use to filter those contacts out. . I utilized to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my e-mails?” confirmation.