To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send an email Notify a staff member 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 information Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is included to the contact A customized field is upgraded with a certain value From there, you can create Conditions, to check whether the contact has a specific tag or custom-made field worth.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however 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 particular worth You do not 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 build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I wish to develop it. Lots of online marketers construct really easy email sequences for their “email courses.” A contact signs up, and then that contact right away starts getting lessons.
It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few 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 up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students all set for next week’s course, and motivate them to share it with friends.
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 the same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t 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 encourage them to register. If they sign up, they instantly 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 customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, went to, 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. Individuals who don’t open my emails make it harder for other emails to get to the individuals who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.
Here’s an automation I got 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 new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.
This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I do not suggest.
Some customers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking enabled. This kind adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still want my e-mails?” confirmation.