To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site alternatives (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 offered in ActiveCampaign’s automations are: Send an e-mail Inform 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 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 details Include and remove 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 minimal. On ConvertKit, you can activate an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can develop Conditions, to check whether the contact has a specific tag or custom field value.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date happens A customized field is updated with a particular worth You don’t create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I want to build it. Numerous marketers develop very easy email series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not 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 begins each Monday early morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of 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 out a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with friends.
The contact will begin getting lessons the following Monday 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 difficult for me to automate this with MailChimp.
When I run a webinar, I don’t desire to send the very same e-mail to every individual on my list. I wish to send them the proper e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they right away hit the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables me to tailor 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 registered, attended, missed out on, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring developed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be frustrating at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not advise.
Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my emails?” verification.