Setup Active Campaign Behavior Targeting

To start constructing 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 signs up for a list When a contact sends a form E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (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 details Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A customized field is upgraded with a specific worth From there, you can create Conditions, to examine whether the contact has a particular tag or custom-made field value.

You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date happens A customized field is updated with a specific worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to build it. Numerous online marketers develop really easy e-mail sequences for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

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

Here’s the automation I use to welcome new trainees to my Style 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 up 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 motivate them to share it with friends.

The contact will start 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 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 want to send out the exact same e-mail to every person on my list. I want to send them the proper email 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 out a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .

This enables me to personalize 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, participated in, missed, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to the individuals who really want 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, 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 among 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, in some cases you need to construct things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t advise.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send out one email asking if they still wish 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 the confirmation link in the previous e-mail, they’ve currently been removed from the automation utilizing 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 kind includes a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my e-mails?” verification.