To start developing 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 included When a contact registers for a list When a contact sends a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin constructing 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 screening 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a type The contact purchases A tag is included to the contact A custom-made field is upgraded with a certain worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or customized field value.
You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date takes place A custom-made field is upgraded with a specific value You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I ‘d like to construct it. Many marketers develop really basic e-mail series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.
It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a couple of 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 till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with pals.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up e-mail 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 desire to send the exact same e-mail to everyone on my list. I desire to send them the proper e-mail 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 a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they do not sign up, they get added 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, attended, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 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 starts 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, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I don’t recommend.
Some subscribers do not have tracking switched 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 want 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 the confirmation link in the previous email, they have actually currently been eliminated from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking allowed. This type 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 only send out an easy “do you still desire my e-mails?” confirmation.