To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a form E-commerce and on-site choices (offered 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 readily available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized 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 type The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can develop Conditions, to check whether the contact has a particular tag or customized field value.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date occurs A customized field is updated with a particular value You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to construct it. Numerous marketers construct extremely easy e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I use to invite new students to my Style 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 up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees ready for next week’s course, and encourage them to share it with good friends.
The contact will begin 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 don’t wish to send out the same e-mail to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently purchased the product I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables me to personalize 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, went to, missed, 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 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 the people who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built 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 includes brand-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 begins this automation over again.
This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t advise.
Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they have actually already been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking enabled. This form includes a tag that I use to filter those contacts out. . I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my emails?” confirmation.