To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off 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 choices (offered 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 readily available in ActiveCampaign’s automations are: Send out an email Notify an employee 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and eliminate 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 restricted. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is added to the contact A custom field is upgraded with a certain worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field value.
You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date occurs A customized field is upgraded with a certain worth You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I wish to build it. Many online marketers build very basic e-mail series for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few 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 till it is Friday. At 11am, it sends a “pump up” e-mail to get the students ready 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 enrollment for next week’s class. They’ll get the pump up email the following Friday early 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 out the exact same e-mail to every individual on my list. I wish to send them the proper email 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 a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away struck the “Objective” towards completion 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 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 money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 includes brand-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, gets rid of all of those tags, and starts this automation over once again.
This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not advise.
Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous email, they’ve currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my e-mails?” verification.