To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’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 Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is added to the contact A custom-made field is updated with a particular worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or customized field worth.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date occurs A custom-made field is upgraded with a certain value You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I want to construct it. Lots of online marketers develop very basic e-mail series for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.
It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I use to invite new students 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 up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees all set for next week’s course, and motivate them to share it with buddies.
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 wish to send the same email to every individual on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently bought the product 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 sign up. If they sign up, they immediately 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 enables 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 add tags based upon whether the contact signed up, attended, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring developed 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, thirty days, 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 begins this automation over 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, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t advise.
Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire 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 currently clicked the verification link in the previous email, they’ve currently been eliminated from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking enabled. This type includes a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my emails?” confirmation.