
To start developing 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 type E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a specific 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 Alert a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (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 information Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is added to the contact A custom-made field is upgraded with a certain value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made 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 added or eliminated The contact makes a purchase A date occurs A customized field is upgraded with a certain value You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to develop it. Lots of marketers develop extremely easy e-mail series for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. 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 begins each Monday early morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Style 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 till it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees ready for next week’s course, and encourage them to share it with buddies.
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 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 the exact same email to everyone on my list. I wish 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 have not already purchased the item I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get included 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 integration panel: I can add tags based upon whether the contact registered, went to, missed, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it more most 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 truly want 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 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 includes 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 once again.
This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I don’t advise.
Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a separate automation) – .

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my e-mails?” confirmation.