To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Customized 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 sends a type The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can produce Conditions, to check whether the contact has a certain tag or customized field value.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date takes place A custom field is updated with a certain worth You do not develop 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 simple for me to build my e-mail course precisely how I ‘d like to develop it. Numerous marketers construct extremely simple email sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.
It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to welcome new students 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 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 students all set 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 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 impossible for me to automate this with MailChimp.
When I run a webinar, I do not desire to send out the same e-mail to everyone on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently bought the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows me to personalize 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 for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more 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 really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I received 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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates 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 one of 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 develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t suggest.
Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a different 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 know that they don’t have tracking enabled. This kind includes 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 an easy “do you still desire my emails?” confirmation.