To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (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 Add and get rid of tags Include 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 minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A customized field is updated with a particular worth From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field value.
You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date takes place A customized field is upgraded with a specific worth You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I ‘d like to develop it. Lots of online marketers build extremely basic email series for their “email courses.” A contact signs up, and after that that contact right away starts getting lessons.
It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students all set for next week’s course, and encourage them to share it with buddies.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration 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 out the same email to every person on my list. I desire 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 validates that they haven’t currently purchased the product I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Objective” 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 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, participated in, missed out on, or based upon the length of time 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 e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed 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 adds 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 eliminates them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not advise.
Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation series: I send out one email 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 email (if they already clicked on the confirmation link in the previous e-mail, they have actually currently been removed from the automation using 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 don’t have tracking enabled. This kind adds a tag that I use 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 reliably! I just send a basic “do you still desire my e-mails?” verification.