To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (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 Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is contributed to the contact A customized field is upgraded with a particular value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field value.
You can likewise 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 removed The contact purchases A date takes place A custom field is updated 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 construct my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I want to construct it. Lots of online marketers construct really basic email series for their “email courses.” A contact register, and then that contact immediately begins getting lessons.
It was easy to construct with ActiveCampaign, however 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 need to register by Friday night, and a new course begins each Monday early morning. When I first tried this method, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Style 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 up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students all set for next week’s course, and encourage 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 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 desire to send the very same email to every person on my list. I desire to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently 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 register. If they sign up, they instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed 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 integration 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 set off automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not advise.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, 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 kind where they can enter their e-mail address to let me know that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. . I used to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my emails?” verification.