To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (readily available 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 e-mail Inform a team member Wait conditions If/then conditionals Split traffic for testing Skip 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a particular worth From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field worth.
You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date occurs A custom-made field is upgraded with a specific value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I want to construct it. Lots of marketers build really simple email series for their “e-mail courses.” A contact register, and after that 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 email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I use 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 confirms 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” e-mail to get the students all set for next week’s course, and motivate them to share it with good friends.
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 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 don’t wish to send out the very same email to every individual on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently acquired 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 motivate them to register. If they register, they right away struck the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows me to personalize 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 registered, participated in, 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 likely that my emails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.
Here’s an automation I obtained 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 adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t suggest.
Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually already been eliminated from the automation utilizing a separate 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 know that they don’t 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, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my emails?” verification.