To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A customized field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field value.
You can likewise create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date happens A custom field is updated with a certain value You don’t produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to build it. Lots of online marketers develop extremely basic email series for their “email courses.” A contact register, and then that contact immediately begins getting lessons.
It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few 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 up until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and encourage them to share it with pals.
The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up email 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 appropriate e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already purchased the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they immediately struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed 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 combination panel: I can include tags based upon whether the contact signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.
Here’s an automation I received 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 brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and starts this automation over once again.
This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not recommend.
Some customers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This form includes 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 just send out an easy “do you still desire my e-mails?” verification.