To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site options (offered 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 offered in ActiveCampaign’s automations are: Send an email Notify a staff 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 location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is included to the contact A custom field is updated with a particular value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field value.
You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date happens A customized field is updated with a particular worth You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course exactly how I wish to develop it. Many online marketers build really basic email series for their “email courses.” A contact signs up, and then that contact instantly starts getting lessons.
It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I utilize to invite brand-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 up until it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with pals.
The contact will begin 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 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 want to send them the appropriate email 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 a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they right away hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get added 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 integration panel: I can include tags based upon whether the contact registered, went to, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I do not advise.
Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually currently been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type includes a tag that I use to filter those contacts out. . I used to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send a simple “do you still desire my e-mails?” confirmation.