To begin constructing 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 included When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’s location 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 information Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field worth.
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date happens A custom-made field is updated with a specific value You don’t produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I wish to construct it. Numerous marketers construct very basic email series for their “email courses.” A contact indications up, and then that contact right away begins getting lessons.
It was simple to construct with ActiveCampaign, but difficult 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 sign up 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 welcome brand-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 validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students all set for next week’s course, and motivate them to share it with pals.
The contact will start getting lessons the following Monday 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 e-mail 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 the same e-mail to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the product I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they right away struck the “Goal” toward completion 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 customize 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 registered, went to, missed out on, 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 more 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 actually want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform 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 new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t recommend.
Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. 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 email list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me understand that they don’t have tracking enabled. This type adds a tag that I utilize to filter those contacts out. . I utilized 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 reliably! I only send out a basic “do you still desire my e-mails?” confirmation.