To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send out an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Add 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 type The contact purchases A tag is added to the contact A custom-made field is upgraded with a certain worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field value.
You can also develop Occasions, 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 purchases A date occurs A custom field is upgraded with a certain worth You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I want to develop it. Lots of online marketers construct very simple email series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of 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” email to get the trainees all set for next week’s course, and encourage 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 out on 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 do not wish to send the exact same email to everyone on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away hit the “Objective” towards the end 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 personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact registered, attended, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring built in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different 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 initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not suggest.
Some customers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me know that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send a simple “do you still desire my e-mails?” confirmation.