To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number 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 (available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 information Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom-made field is upgraded with a certain worth From there, you can produce Conditions, to check whether the contact has a specific tag or customized field worth.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date occurs A custom-made field is upgraded with a certain value You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I want to build it. Numerous online marketers build extremely basic email sequences for their “e-mail courses.” A contact signs up, and after that that contact instantly begins getting lessons.
It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a few 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 students prepared for next week’s course, and encourage them to share it with buddies.
The contact will start 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 email the following Friday 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 desire to send the exact same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already purchased the product I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. .
This allows 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, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes 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 different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not recommend.
Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve currently been gotten rid of 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 know that they do not have tracking allowed. This kind adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my emails?” confirmation.