To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a form E-commerce and on-site options (available 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 available in ActiveCampaign’s automations are: Send an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the objective’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 details Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a type The contact buys A tag is contributed to the contact A customized field is upgraded with a specific worth From there, you can produce Conditions, to check whether the contact has a certain tag or custom-made field worth.
You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date takes place A custom-made field is updated with a specific 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 main method I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I ‘d like to build it. Lots of marketers develop extremely basic e-mail sequences for their “email courses.” A contact signs up, and then that contact instantly starts getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday morning. When I first 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 out all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the students prepared for next week’s course, and encourage them to share it with friends.
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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the very same email to everyone on my list. I desire to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently acquired the product I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they do not 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 integration panel: I can include tags based upon whether the contact registered, participated in, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds 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 initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t advise.
Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation series: I send out one email asking if they still desire 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 confirmation link in the previous email, they’ve currently been removed from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my e-mails?” confirmation.