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 added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field worth.
You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date takes place A custom-made field is upgraded with a certain worth You don’t create emails 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 e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to build it. Lots of marketers construct extremely simple e-mail series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a couple of 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 till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with pals.
The contact will start 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 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 desire to send out the very same e-mail to every person on my list. I wish to send them the suitable e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently acquired 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 register. If they sign up, they immediately struck the “Goal” toward 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 personalize 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 signed up, attended, missed, or based upon for how long they stayed 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. People who do not open my emails make it harder for other e-mails to get to the people who actually want them! The “Pro” strategy of ActiveCampaign has 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 includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not suggest.
Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still want 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 explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they have actually already been gotten rid of from the automation using a different 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 kind adds a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my e-mails?” verification.