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 subscribes to a list When a contact submits a kind E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 Include and eliminate tags Include 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 limited. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is included to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field worth.
You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date happens A customized field is updated with a specific worth You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I wish to build it. Many online marketers build really easy email series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I utilize to welcome 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 e-mail ().” The automation confirms 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” e-mail to get the trainees ready for next week’s course, and motivate them to share it with friends.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment 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 do not desire to send the exact 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 interested in the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Objective” toward 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 combination panel: I can include tags based upon whether the contact signed up, participated in, 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 cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t recommend.
Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email 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 on the confirmation link in the previous email, they’ve already been gotten rid of from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” confirmation.