To start 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 added When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s place 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 get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A custom field is updated with a certain worth From there, you can develop Conditions, to check whether the contact has a specific tag or custom-made field worth.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date occurs 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 contrast. The main way I build my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I want to build it. Lots of online marketers develop very easy e-mail series for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.
It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” The automation verifies 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 trainees prepared 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 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 do not wish to send out the exact same email to everyone on my list. I wish 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 haven’t already purchased 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 immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get added 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, went to, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my emails 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 individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated 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 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 email, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over 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 solution. However, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t suggest.
Some customers do not have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking enabled. This kind adds a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my e-mails?” confirmation.