Invoicing With Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’s place 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 information 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 limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact buys A tag is included to the contact A customized field is updated with a specific worth From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field value.

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date takes place A customized field is updated with a certain worth You do not create emails 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 simple for me to construct my email course precisely how I wish to develop it. Many online marketers construct extremely basic email series for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this method, I was on MailChimp.

Here’s the automation I utilize to invite new students 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 up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and motivate 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 out on enrollment for next week’s class. They’ll get the pump up e-mail 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 do not want to send the exact same email to everyone on my list. I desire to send them the suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently bought the item I pitch in the webinar.

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, 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 combination panel: I can include tags based upon whether the contact signed up, went to, missed, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be overwhelming at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not recommend.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they’ve currently been removed 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 know that they do not have tracking made it possible for. This form adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still desire my emails?” confirmation.