To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a form E-commerce and on-site choices (available in the “Pro” strategy) 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 available in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening 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 details Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is added to the contact A customized field is upgraded with a particular worth From there, you can create Conditions, to check whether the contact has a particular tag or custom field value.
You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A customized field is updated with a particular 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 way I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to build it. Many online marketers develop extremely easy e-mail sequences for their “e-mail courses.” A contact indications up, and after that that contact right away starts getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is manually 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 tried this method, 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 out all contacts a “welcome e-mail ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email 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 early 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 wish to send the exact same email to everyone on my list. I desire to send them the proper email 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 product I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. .
This enables 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 signed up, 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 most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got 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 adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of 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, sometimes you have to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t advise.
Some customers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire 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 e-mail, they’ve already been removed from the automation using a separate 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 know that they don’t have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. . I used 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 reliably! I only send out a basic “do you still want my e-mails?” verification.