To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate 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 (offered in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s place in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate 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 specific value From there, you can create Conditions, to inspect whether the contact has a specific tag or custom field value.
You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date takes place A custom-made field is updated with a certain worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to build it. Numerous marketers construct extremely basic email sequences for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, but difficult 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 brand-new course begins each Monday morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and encourage them to share it with friends.
The contact will start getting lessons the following Monday early 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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not want to send the very same email to every individual on my list. I desire to send them the proper email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.
Then it sends out 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 “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get included 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 integration panel: I can include tags based upon whether the contact signed up, participated in, missed, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t suggest.
Some subscribers don’t have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have been busy. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my e-mails?” verification.