To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” plan) 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 out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the goal’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 get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a certain value From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom field worth.
You can also produce 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 makes a purchase A date takes place A custom field is upgraded with a certain value 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 way I build my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to construct it. Numerous online marketers build very simple e-mail sequences for their “e-mail courses.” A contact indications up, and then that contact right away starts getting lessons.
It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I use to welcome 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 verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and encourage them to share it with friends.
The contact will start 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 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 don’t want to send out the same e-mail to everyone on my list. I want to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit 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 enables me to tailor 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 signed up, went to, missed, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t advise.
Some customers do not 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 sequence: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation 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 also have a link to a form where they can enter their email address to let me know that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my emails?” verification.