To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify a group member 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 get rid of tags Include 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 kind The contact buys A tag is included to the contact A custom field is updated with a certain value From there, you can produce Conditions, to check whether the contact has a certain tag or customized field worth.
You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date happens A custom-made field is upgraded with a specific worth You do not develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I want to build it. Numerous online marketers build really simple email series for their “e-mail courses.” A contact signs up, and after that that contact instantly begins getting lessons.
It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ().” The automation validates 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” email to get the trainees ready for next week’s course, and encourage them to share it with buddies.
The contact will start getting lessons the following Monday early 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 impossible for me to automate this with MailChimp.
When I run a webinar, I do not wish to send 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 verifies that they haven’t currently purchased the item I pitch in the webinar.
Then it sends 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 the end of the webinar, and the automation ends. If they do not 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 combination panel: I can include tags based upon whether the contact signed up, participated in, missed out on, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who really 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 utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation eliminates 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 want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I don’t suggest.
Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they’ve already been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking allowed. This kind adds a tag that I use to filter those contacts out. . I used to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send out an easy “do you still want my e-mails?” verification.