To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact sends 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 begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (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 Include and get rid of tags Include 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 restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is added to the contact A custom field is updated with a particular worth From there, you can create Conditions, to inspect whether the contact has a certain tag or custom field worth.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date happens A custom field is upgraded with a certain value You do not produce emails 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 e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I want to construct it. Lots of online marketers build extremely easy email sequences for their “email courses.” A contact indications up, and then that contact immediately starts getting lessons.
It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I first tried this method, I was on MailChimp.
Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students prepared 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 out on 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 impossible for me to automate this with MailChimp.
When I run a webinar, I do not wish to send out the same email to everyone on my list. I want to send them the suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already purchased the item I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Goal” towards 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 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, participated in, missed, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed 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 includes new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate 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 at first, 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, in some cases you have to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not recommend.
Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they have actually already been gotten rid of from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me know that they do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my e-mails?” verification.