To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” strategy) 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 readily available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid 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 details Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact purchases A tag is included to the contact A customized field is upgraded with a particular value From there, you can create Conditions, to examine 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 eliminated The contact purchases A date takes place A customized field is upgraded with a certain value You do not produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I wish to develop it. Many marketers develop very basic email sequences for their “email courses.” A contact indications up, and after that that contact immediately starts getting lessons.
It was easy to develop 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 site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this methodology, 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 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 trainees prepared for next week’s course, and motivate them to share it with good friends.
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 email 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 the very same email to everyone on my list. I desire 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 have not currently purchased the item I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows 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 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 promotions tab. People who don’t open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases 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 tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still desire my e-mails?” confirmation.