To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a kind The contact buys A tag is added to the contact A custom-made field is updated with a certain worth From there, you can produce Conditions, to examine whether the contact has a certain tag or customized field value.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date occurs A customized field is upgraded with a specific value You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I ‘d like to construct it. Many online marketers construct very basic e-mail series for their “email courses.” A contact register, and after that that contact right away begins getting lessons.
It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out 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 a “pump up” email to get the trainees prepared for next week’s course, and motivate them to share it with friends.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration 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 do not desire to send the same e-mail to every individual on my list. I desire to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already acquired the product I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Objective” toward completion 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 enables me to customize 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, attended, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t advise.
Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they have actually currently been gotten rid of from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. . I utilized to add 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.