To start developing 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 included When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” plan) 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 email Inform a staff 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 goal’s location 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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized 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 sends a type The contact makes a purchase A tag is added to the contact A customized field is upgraded with a particular value From there, you can produce Conditions, to check whether the contact has a certain tag or customized field worth.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date takes place A customized field is upgraded with a particular worth You do not develop emails 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 easy for me to construct my email course precisely how I wish to develop it. Numerous marketers construct very basic e-mail series for their “email courses.” A contact signs up, and then that contact immediately starts getting lessons.
It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until 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 begin getting lessons the following Monday early 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 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 e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they right away struck the “Objective” 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 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 registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, 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 emails to get to the individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes 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. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I don’t recommend.
Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still want 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 discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they’ve already been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they do not have tracking made it possible for. This kind adds a tag that I use to filter those contacts out. . I used to include this tag when they clicked on a link, however when individuals 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.