Active Campaign Hippa Enterprise

Active Campaign Hippa Enterprise

Active Campaign Hippa EnterpriseActive Campaign Hippa Enterprise

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a specific 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 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 avoid to the goal’s place 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 Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Hippa Enterprise.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is added to the contact A customized field is updated with a certain worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or customized field value.

Active Campaign Hippa Enterprise

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date takes place A customized field is updated with a specific worth You do not develop emails in ConvertKit’s Automations.

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

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this method, I was on MailChimp.

Active Campaign Hippa Enterprise

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign Hippa Enterprise).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email 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 don’t want to send the very same email to every individual on my list. I wish to send them the proper email for their level of engagement – Active Campaign Hippa Enterprise. Active Campaign Hippa Enterprise. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.

Active Campaign Hippa Enterprise

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Goal” 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 Hippa Enterprise.

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 signed up, participated in, missed, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign Hippa Enterprise

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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, one 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 frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not advise.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they have actually currently been gotten rid of from the automation utilizing a different automation) – Active Campaign Hippa Enterprise.

Active Campaign Hippa Enterprise

Active Campaign Hippa EnterpriseActive Campaign Hippa Enterprise

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me know that they don’t have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. Active Campaign Hippa Enterprise. I utilized to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” verification.