To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (offered in the “Pro” strategy) 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 email Notify a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid 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 details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form 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 custom field value.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, 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-made field is updated with a certain worth You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I want to build it. Many marketers construct very basic email sequences for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends 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 ready for next week’s course, and encourage them to share it with friends.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up email the following Friday 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 want 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 use to promote an evergreen webinar: First it validates that they haven’t 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 sign up. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they don’t 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 integration panel: I can add tags based upon whether the contact signed up, attended, missed, or based upon the length of time they remained 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 promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed 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 emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t advise.
Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still want to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still wish 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 currently been removed from the automation utilizing 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 understand that they don’t have tracking enabled. This type adds 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 reliably! I just send a basic “do you still desire my emails?” verification.