To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (offered 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 offered in ActiveCampaign’s automations are: Send an email Notify a staff member 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 site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field worth.
You can also develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date takes place A customized field is updated with a specific value You do not produce emails 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 e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to construct it. Many marketers develop really basic email series for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.
It was easy to construct with ActiveCampaign, however 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 site. You have to register 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 trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email ().” The automation validates 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 encourage them to share it with buddies.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on 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 out the same email to everyone on my list. I desire 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 purchased the product I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get included 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 add tags based upon whether the contact signed up, went to, missed, or based upon the length of time 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 e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other emails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not recommend.
Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail 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 email (if they currently clicked the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking allowed. This form adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my e-mails?” confirmation.