How To Segment Active Campaign List

To begin building an automation in ActiveCampaign, start 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 sends a type E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a team 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 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 restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom-made field is upgraded with a certain value From there, you can produce Conditions, to check 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 removed The contact purchases A date happens A custom-made field is upgraded with a particular value You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I want to build it. Numerous marketers develop very easy e-mail series for their “e-mail courses.” A contact indications up, and then that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand 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 initially attempted this methodology, I was on MailChimp.

Here’s the automation I utilize to invite 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 verifies 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 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 early 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 don’t desire to send out the very same e-mail to everyone on my list. I wish 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 confirms that they have not already purchased the product I pitch in the webinar.

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, 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 add tags based upon whether the contact signed up, went to, missed out on, or based upon how long they remained 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 emails to get to the individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

Here’s an automation I received 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 adds new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to construct 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 taped. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a different automation) – .

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. 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, however when individuals do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still want my e-mails?” confirmation.