To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s location in the automation.) Start or end another automation, or end the current 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” features – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A customized field is updated with a particular value From there, you can develop Conditions, to check whether the contact has a specific tag or custom field worth.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date occurs A custom field is upgraded with a particular value You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to build it. Many marketers construct really simple e-mail sequences for their “email courses.” A contact indications up, and then that contact right away starts getting lessons.
It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of 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 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 early morning. If it is Friday and after 7pm, the contact missed out on 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 want to send out the exact same e-mail to every person on my list. I wish to send them the proper 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 already purchased the product I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, 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 include tags based upon whether the contact registered, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, 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 the individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I don’t advise.
Some customers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have 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 email list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they’ve currently been removed from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking enabled. This form adds a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my e-mails?” confirmation.