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 included When a contact subscribes to a list When a contact submits a form E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain 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 an email Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip 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 Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a certain tag or customized field value.
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date takes place A customized field is upgraded with a particular value You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I ‘d like to build it. Many online marketers construct really simple email sequences for their “email courses.” A contact indications up, and then that contact instantly begins getting lessons.
It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.
Here’s the automation I use to invite new students to my Style 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 until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with buddies.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment 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 don’t 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 have not already purchased the product I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t 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 signed up, attended, missed, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails 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 the people who really desire them! The “Pro” strategy of ActiveCampaign has actually 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 emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not suggest.
Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they have actually currently been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they do not have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my e-mails?” confirmation.