To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (offered in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send 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 avoid to the goal’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 Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Customized 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 sends a form The contact purchases A tag is added to the contact A customized field is upgraded with a specific worth From there, you can create Conditions, to inspect whether the contact has a particular tag or custom field worth.
You can also develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date takes place A custom field is upgraded with a certain worth You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I wish to construct it. Many online marketers construct very basic e-mail sequences for their “email courses.” A contact register, and then that contact immediately starts getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees 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 enrollment 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 wish to send out the very same e-mail to every person on my list. I want to send them the suitable e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently acquired the item I pitch in the webinar.
Then it sends out a series of emails 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 don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. .
This allows me to tailor 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 registered, attended, missed, or based upon how long they remained 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 promotions tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 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 once again.
This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t advise.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send 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 email (if they currently clicked on the verification link in the previous e-mail, they’ve currently been removed from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they don’t 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, however when people don’t have tracking on, it makes those links not work so reliably! I only send out a basic “do you still desire my e-mails?” confirmation.