To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends 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 constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the objective’s place 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 eliminate 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 minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is added to the contact A custom field is updated with a specific value From there, you can create Conditions, to examine whether the contact has a particular tag or custom-made field worth.

You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or eliminated The contact purchases A date takes place A custom-made field is upgraded with a certain worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I ‘d like to build it. Numerous online marketers construct really easy e-mail sequences for their “email courses.” A contact signs up, and then that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out 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 out a “pump up” email to get the trainees ready for next week’s course, and encourage 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 out on 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the very same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already purchased the item I pitch in the webinar.

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .

This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination 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 set off automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t suggest.

Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they’ve already been eliminated from the automation using a separate automation) – .

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking allowed. This kind includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my e-mails?” confirmation.