To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Alert a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom 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 submits a type The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can create Conditions, to inspect whether the contact has a specific tag or custom field value.
You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A customized field is upgraded with a particular worth You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to construct it. Lots of online marketers build very basic e-mail sequences for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.
It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a couple of 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 up until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and motivate 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 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 don’t desire to send the very same email to everyone 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 confirms that they haven’t already bought the product I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact signed up, went to, 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 most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.
Here’s an automation I obtained 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 e-mail, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over again.
This automation can be overwhelming at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t suggest.
Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been removed 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 understand that they do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my emails?” confirmation.