To begin constructing 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 type E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a form The contact buys A tag is added to the contact A customized field is upgraded with a certain worth From there, you can produce Conditions, to check whether the contact has a specific tag or customized field value.
You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date happens A customized field is updated with a particular worth You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I want to construct it. Lots of marketers construct very easy e-mail sequences for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. 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 new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” 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” email to get the trainees all set for next week’s course, and motivate them to share it with buddies.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up e-mail 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 want to send out the same e-mail to every person on my list. I want to send them the appropriate 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 purchased the product I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Objective” towards the end 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 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 signed up, participated in, missed, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds 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 email, a different automation eliminates them from this automation, eliminates 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 want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not advise.
Some subscribers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. 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 email list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they’ve already been eliminated from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” verification.