To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (offered in the “Pro” strategy) 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 e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip 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 information Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom 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 sends a form The contact buys A tag is added to the contact A customized field is updated with a certain value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field value.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date takes place A custom-made field is upgraded with a certain worth You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I want to construct it. Numerous marketers develop very easy email series for their “email courses.” A contact register, and then that contact right away starts getting lessons.
It was simple to develop with ActiveCampaign, but difficult 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 website. You need to sign up by Friday night, and a new course starts each Monday morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a few 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 till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with buddies.
The contact will start 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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not want to send the same e-mail to every individual 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 already bought the product I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Goal” towards completion 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 personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained 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 includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes 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 wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.
Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails likewise 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 type includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my e-mails?” verification.