To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Inform a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (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 Include a note Lead scoring, SMS and site messages, and Facebook Custom 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 kind The contact makes a purchase A tag is contributed to the contact A customized field is updated with a specific value From there, you can create Conditions, to examine whether the contact has a certain tag or customized field value.
You can also develop Occasions, 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 occurs A custom field is upgraded with a certain value You do not produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I ‘d like to develop it. Many marketers construct extremely basic email series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I do not 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 brand-new course begins each Monday early morning. When I first attempted this methodology, 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 email ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and motivate 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 enrollment for next week’s class. They’ll get the pump up e-mail 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 don’t wish to send out the exact same email to everyone 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 confirms that they have not currently acquired the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away struck the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get added 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 add tags based upon whether the contact registered, attended, missed, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other emails to get to the individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring developed 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different 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 option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.
Some customers do not have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send one e-mail 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 email (if they currently clicked on the verification link in the previous email, they’ve already been gotten rid of from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still want my emails?” verification.