Active Campaign Automation Templates

Active Campaign Automation Templates

Active Campaign Automation TemplatesActive Campaign Automation Templates

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s location 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 eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Automation Templates.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is added to the contact A custom field is upgraded with a certain worth From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field worth.

Active Campaign Automation Templates

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date happens A customized field is updated with a specific value You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to build it. Numerous online marketers build very simple email sequences for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.

Active Campaign Automation Templates

Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Automation Templates).” The automation verifies 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 students prepared for next week’s course, and motivate them to share it with buddies.

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 e-mail 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 very same e-mail to everyone on my list. I want to send them the appropriate email for their level of engagement – Active Campaign Automation Templates. Active Campaign Automation Templates. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

Active Campaign Automation Templates

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automation Templates.

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 registered, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Active Campaign Automation Templates

Here’s an automation I got 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 new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not recommend.

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they’ve already been removed from the automation using a separate automation) – Active Campaign Automation Templates.

Active Campaign Automation Templates

Active Campaign Automation TemplatesActive Campaign Automation Templates

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking enabled. This kind adds a tag that I use to filter those contacts out. Active Campaign Automation Templates. I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my e-mails?” confirmation.