Setup Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform 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 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 details Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – .

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a form The contact buys A tag is included to the contact A customized field is upgraded with a particular worth From there, you can develop Conditions, to inspect whether the contact has a particular tag or customized field worth.

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or removed The contact buys A date occurs A customized field is updated with a certain value You do not develop e-mails 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 email course. ActiveCampaign makes it simple for me to develop my email course precisely how I ‘d like to build it. Many online marketers build extremely simple e-mail series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

Here’s the automation I utilize to invite 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 verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the students ready for next week’s course, and encourage 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 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 don’t want to send out the very same email to every person 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 confirms 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 register. If they register, they instantly struck the “Goal” 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 integration panel: I can add tags based upon whether the contact registered, attended, missed, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other emails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t advise.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been hectic. 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 e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they’ve currently been eliminated from the automation utilizing a different automation) – .

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail 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 utilized to add this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send a basic “do you still want my e-mails?” verification.