To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location in the automation.) Start or end another automation, or end the present 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 Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can produce Conditions, to check whether the contact has a particular tag or custom-made field worth.
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 gotten rid of The contact makes a purchase A date takes place A custom-made field is updated with a certain worth You do not produce 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 want to develop it. Many online marketers develop extremely simple email sequences for their “e-mail courses.” A contact signs up, and after that that contact instantly begins getting lessons.
It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and motivate 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 registration for next week’s class. They’ll get the pump up email the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not desire to send the very same email to every individual on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. .
This allows 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 add tags based upon whether the contact signed up, participated in, missed out on, 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 most likely that my emails 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 the individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be frustrating in the beginning, 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, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t advise.
Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. . I utilized 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 a simple “do you still want my emails?” verification.