To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind 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 constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid 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 details Include 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 minimal. On ConvertKit, you can activate an automation when: The contact submits a type The contact buys A tag is included to the contact A custom-made field is updated with a particular value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field value.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date happens A customized field is updated with a certain value 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 construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I ‘d like to build it. Numerous marketers construct really basic email series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.
It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this method, 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 out all contacts a “welcome email ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees all set for next week’s course, and motivate them to share it with friends.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment 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 out the same email to every individual on my list. I desire to send them the appropriate email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not 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 register. If they register, they immediately struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get included 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, participated in, missed, or based upon the length of time they remained in the webinar. These tags can then activate 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 e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed 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 separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once 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. But, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I do not recommend.
Some subscribers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish 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 describing why I keep my email list clean. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they have actually currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This kind adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still want my emails?” verification.