To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom 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 sends a type The contact buys A tag is included to the contact A customized field is updated with a particular value From there, you can develop Conditions, to check whether the contact has a specific tag or custom-made field value.
You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date takes place A custom field is upgraded with a specific worth You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I want to build it. Numerous marketers develop very simple email sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” 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 trainees prepared for next week’s course, and encourage them to share it with buddies.
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 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 don’t wish to send the same e-mail to every individual on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already purchased the item I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, 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 include tags based upon whether the contact registered, participated in, missed, 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 most likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 includes new tags for 7 days, 1 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 in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not recommend.
Some subscribers don’t have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked on the confirmation link in the previous email, they’ve already been eliminated from the automation using a separate 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 understand that they do not have tracking allowed. This kind includes a tag that I use to filter those contacts out. . I used to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my emails?” verification.