To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact submits a kind E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening Avoid 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 Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact buys A tag is included to the contact A customized field is upgraded with a specific worth From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field value.
You can likewise create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A customized field is updated with a specific value You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to build it. Many marketers build really simple e-mail sequences for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.
It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not 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 initially tried this methodology, I was on MailChimp.
Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a couple of 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 out a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with good friends.
The contact will begin getting lessons the following Monday early 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 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 want to send out the same e-mail to everyone on my list. I want to send them the suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently acquired the item I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get added 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 add tags based upon whether the contact registered, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 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, gets rid of all of those tags, and starts this automation over once again.
This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t recommend.
Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they have actually already been gotten rid of 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 e-mail address to let me understand that they do not have tracking enabled. This kind adds a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send a simple “do you still desire my emails?” confirmation.