To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid 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 Include and eliminate tags Add 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 limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact makes a purchase A tag is added to the contact A custom-made field is upgraded with a certain value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom field worth.
You can also 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 takes place A custom-made field is updated with a particular value You do not develop 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 simple for me to develop my e-mail course exactly how I ‘d like to build it. Numerous online marketers develop very simple e-mail sequences for their “email courses.” A contact indications up, and after that that contact right away begins getting lessons.
It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till 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 encourage them to share it with good friends.
The contact will start 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 early 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 every individual on my list. I want 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 verifies that they have not currently bought the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed 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 signed up, attended, missed out on, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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, 1 month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t recommend.
Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already 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 e-mails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This form adds a tag that I utilize 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 e-mails?” verification.