To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of 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 trigger an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a certain worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field worth.
You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date occurs A customized field is updated with a certain value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I ‘d like to develop it. Numerous online marketers build very basic email sequences for their “email courses.” A contact signs up, and after that that contact instantly starts getting lessons.
It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation confirms 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 motivate them to share it with friends.
The contact will begin getting lessons the following Monday 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 difficult for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the very same email to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently acquired the product I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables 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, attended, missed, or based upon for how long they stayed in the webinar. These tags can then activate 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 e-mails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform 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, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not recommend.
Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have been hectic. Here’s my reactivation series: I send one email asking if they still wish 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 on the confirmation link in the previous email, they’ve already been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my emails?” confirmation.