To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate 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 options (offered in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (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 details Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field value.
You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact makes a purchase A date happens A customized field is upgraded with a certain value You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I wish to construct it. Many online marketers construct extremely basic e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I utilize to invite brand-new trainees 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 till it is Friday. At 11am, it sends out a “pump up” email to get the trainees all set for next week’s course, and encourage them to share it with friends.
The contact will start 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 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 wish to send the very same email to everyone on my list. I wish 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 verifies that they haven’t currently acquired the product I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get added 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 add tags based upon whether the contact signed up, attended, missed, or based upon for how long they remained in the webinar. These tags can then trigger 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. People who do not open my emails make it harder for other emails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed 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 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 e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not advise.
Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been eliminated from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking allowed. This type adds a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send out an easy “do you still want my emails?” verification.