To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send out an email 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 location 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 Add and remove tags Include 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 minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact makes a purchase A tag is included to the contact A customized field is upgraded with a particular worth From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field worth.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact purchases A date happens A customized field is upgraded with a specific worth You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I wish to build it. Many online marketers build very basic email sequences for their “email courses.” A contact signs up, and then that contact right away begins getting lessons.
It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. 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 morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I utilize to invite 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 confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email 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 registration for next week’s class. They’ll get the pump up e-mail 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 wish to send the same e-mail to everyone 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 haven’t currently bought the product I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly struck the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get contributed 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 integration panel: I can include tags based upon whether the contact signed up, went to, missed, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I don’t suggest.
Some customers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish 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 discussing why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my emails?” verification.