Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation WorkflowActive Campaign Cold Lead Automation Workflow

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site choices (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 out an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid 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 information Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Cold Lead Automation Workflow.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a form The contact makes a purchase A tag is included to the contact A customized field is upgraded with a particular worth From there, you can produce Conditions, to examine whether the contact has a certain tag or custom field value.

Active Campaign Cold Lead Automation Workflow

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date occurs A custom-made field is upgraded with a particular value You do not 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 email course precisely how I ‘d like to construct it. Many online marketers construct very easy email series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My e-mail course is manually 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 method, I was on MailChimp.

Active Campaign Cold Lead Automation Workflow

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Cold Lead Automation Workflow).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees all set for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday early 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 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 desire to send the exact same e-mail to everyone on my list. I wish to send them the proper email for their level of engagement – Active Campaign Cold Lead Automation Workflow. Active Campaign Cold Lead Automation Workflow. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.

Active Campaign Cold Lead Automation Workflow

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Objective” toward the end 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 Cold Lead Automation Workflow.

This allows me to customize 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, attended, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign Cold Lead Automation Workflow

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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I don’t suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they have actually currently been eliminated from the automation utilizing a separate automation) – Active Campaign Cold Lead Automation Workflow.

Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation WorkflowActive Campaign Cold Lead Automation Workflow

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they don’t have tracking enabled. This kind includes a tag that I use to filter those contacts out. Active Campaign Cold Lead Automation Workflow. I utilized to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my emails?” verification.