To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site choices (offered in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’s place 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 Add a note Lead scoring, SMS and site 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 purchases A tag is contributed to the contact A custom field is updated with a particular worth From there, you can develop Conditions, to check whether the contact has a certain tag or custom field value.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date occurs A custom field is upgraded with a certain worth You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I want to build it. Many online marketers construct very basic e-mail series for their “e-mail courses.” A contact signs up, and then that contact immediately starts getting lessons.
It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students ready for next week’s course, and motivate them to share it with buddies.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 difficult for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the same e-mail to every individual on my list. I wish to send them the proper 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 already purchased the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly hit the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables 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 stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually 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 adds new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has a choice to delete inactive customers, which I don’t recommend.
Some subscribers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email 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 utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they do not have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I only send out an easy “do you still desire my e-mails?” confirmation.