To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety 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 type E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s place 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 website messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom field is updated with a specific value From there, you can develop 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 Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date happens A custom-made field is upgraded with a specific worth You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course exactly how I ‘d like to build it. Many online marketers build extremely easy e-mail series for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.
It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My email 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 early morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Design 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 up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students ready for next week’s course, and motivate them to share it with good friends.
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 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 do not wish to send out the same email to every individual on my list. I want 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 confirms that they haven’t already acquired 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 register. If they register, they instantly struck the “Objective” 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 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 include tags based upon whether the contact registered, participated in, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.
This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t suggest.
Some subscribers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly describing 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 email, they have actually already been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking enabled. This kind includes a tag that I use 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 reliably! I just send out an easy “do you still desire my e-mails?” confirmation.