To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number 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 alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 Add and eliminate tags Add 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 restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is added to the contact A custom-made field is updated with a certain value From there, you can produce Conditions, to examine whether the contact has a particular tag or customized field worth.
You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, 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 happens 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 main method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course precisely how I want to develop it. Many online marketers construct really simple email series for their “email courses.” A contact indications up, and then that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ().” The automation verifies 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 prepared for next week’s course, and encourage 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 email the following Friday early morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the very same e-mail to every individual on my list. I desire to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already bought the item I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get included 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 integration panel: I can add tags based upon whether the contact signed up, went to, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 email, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be overwhelming at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not suggest.
Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand 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 a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my emails?” verification.