To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off 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 alternatives (available in the “Pro” plan) When the contact reaches a specific 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 out an email Inform a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the objective’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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a kind The contact makes a purchase A tag is added to the contact A custom-made field is updated with a specific value From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom-made field worth.
You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date occurs A customized field is upgraded with a specific value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I want to construct it. Numerous marketers construct extremely basic e-mail series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.
Here’s the automation I use to invite 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 email ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and encourage them to share it with pals.
The contact will begin 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 e-mail the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send out the same e-mail to everyone on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently bought the product I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly struck the “Objective” 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 allows 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 money, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds 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, gets rid of all of those tags, and starts this automation over once again.
This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t advise.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send 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 email (if they currently clicked on the confirmation link in the previous email, they’ve currently been removed from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking enabled. This kind includes a tag that I use to filter those contacts out. . I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my e-mails?” confirmation.