To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the objective’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 details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized 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 submits a kind The contact makes a purchase A tag is added to the contact A customized field is upgraded with a certain worth From there, you can create Conditions, to check whether the contact has a specific tag or custom-made field worth.
You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date happens A custom-made field is updated with a certain value You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to build it. Many marketers develop extremely easy email series for their “email courses.” A contact indications up, and then that contact right away starts getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My email course is manually 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 initially attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email ().” The automation verifies 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 all set for next week’s course, and motivate them to share it with pals.
The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 desire to send the same e-mail to everyone on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Goal” toward completion 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 allows 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, participated in, missed, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell 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 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 initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t 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 hectic. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they have actually already been removed 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 understand that they don’t have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send out an easy “do you still want my emails?” confirmation.