Active Campaign Automation Moves People Backwards Through Pipeline

Active Campaign Automation Moves People Backwards Through Pipeline

Active Campaign Automation Moves People Backwards Through PipelineActive Campaign Automation Moves People Backwards Through Pipeline

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for screening 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Automation Moves People Backwards Through Pipeline.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A customized field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a specific tag or custom field value.

Active Campaign Automation Moves People Backwards Through Pipeline

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact buys A date happens A customized field is upgraded with a specific value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I wish to build it. Many online marketers develop extremely basic e-mail series for their “email courses.” A contact register, 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 method. My email course is by hand 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 attempted this methodology, I was on MailChimp.

Active Campaign Automation Moves People Backwards Through Pipeline

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Automation Moves People Backwards Through Pipeline).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on 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 do not wish to send the very same email to every individual on my list. I want to send them the proper email for their level of engagement – Active Campaign Automation Moves People Backwards Through Pipeline. Active Campaign Automation Moves People Backwards Through Pipeline. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the product I pitch in the webinar.

Active Campaign Automation Moves People Backwards Through Pipeline

Then it sends a series of emails to get them interested in the webinar, and to motivate 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 do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automation Moves People Backwards Through Pipeline.

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 include tags based upon whether the contact signed up, attended, missed, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

Active Campaign Automation Moves People Backwards Through Pipeline

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 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 starts this automation over again.

This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t suggest.

Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out 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 currently clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation using a separate automation) – Active Campaign Automation Moves People Backwards Through Pipeline.

Active Campaign Automation Moves People Backwards Through Pipeline

Active Campaign Automation Moves People Backwards Through PipelineActive Campaign Automation Moves People Backwards Through Pipeline

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking allowed. This kind adds a tag that I use to filter those contacts out. Active Campaign Automation Moves People Backwards Through Pipeline. I used to include 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 just send a basic “do you still desire my e-mails?” verification.