Record Calls In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s place 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 details Include and eliminate 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 restricted. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is added to the contact A custom field is updated with a particular value From there, you can develop Conditions, to check whether the contact has a particular tag or customized field worth.

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact buys A date takes place A custom field is updated with a certain value You don’t create emails 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 email course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to build it. Many marketers build really easy email series for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.

Here’s the automation I use to welcome brand-new students to my Design 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 up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students ready for next week’s course, and motivate them to share it with good friends.

The contact will begin 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 do not want to send out the exact same email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the item 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 register, they right away struck the “Goal” towards completion 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 tailor 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 registered, went to, missed, 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 do not open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform 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 eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t recommend.

Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send out one e-mail 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 email (if they already clicked on the verification link in the previous email, they have actually currently been eliminated from the automation utilizing a different automation) – .

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me understand that they don’t have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send out an easy “do you still desire my emails?” verification.