Active Campaign Add A Global Contact Field

Active Campaign Add A Global Contact Field

Active Campaign Add A Global Contact FieldActive Campaign Add A Global Contact Field

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type 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 a staff member Wait conditions If/then conditionals Split traffic for testing Skip 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Add A Global Contact Field.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can create Conditions, to examine whether the contact has a particular tag or custom field value.

Active Campaign Add A Global Contact Field

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date happens A custom field is updated with a specific value You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I wish to construct it. Many online marketers construct very simple e-mail sequences for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.

Active Campaign Add A Global Contact Field

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign Add A Global Contact Field).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and motivate them to share it with friends.

The contact will start 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 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 want to send out the exact same email to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Active Campaign Add A Global Contact Field. Active Campaign Add A Global Contact Field. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently purchased the product I pitch in the webinar.

Active Campaign Add A Global Contact Field

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they instantly hit the “Objective” towards completion 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. Active Campaign Add A Global Contact Field.

This enables 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 include tags based upon whether the contact registered, went to, missed out on, or based upon for how long 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 do not open my emails make it harder for other emails to get to the people who really desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign Add A Global Contact Field

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 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 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 solution. However, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually currently been eliminated from the automation using a separate automation) – Active Campaign Add A Global Contact Field.

Active Campaign Add A Global Contact Field

Active Campaign Add A Global Contact FieldActive Campaign Add A Global Contact Field

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. Active Campaign Add A Global Contact Field. I used to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send a simple “do you still want my emails?” verification.