Active Campaign How Do I Add Tags

Active Campaign How Do I Add Tags

Active Campaign How Do I Add TagsActive Campaign How Do I Add Tags

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind 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 building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 details Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How Do I Add Tags.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is included to the contact A customized field is upgraded with a certain worth From there, you can produce Conditions, to check whether the contact has a specific tag or custom-made field value.

Active Campaign How Do I Add Tags

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date happens A custom-made field is updated with a particular worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I wish to build it. Numerous online marketers develop extremely simple e-mail series for their “email courses.” A contact register, and then that contact instantly starts getting lessons.

It was simple to construct with ActiveCampaign, but 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 site. You need to register by Friday night, and a new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.

Active Campaign How Do I Add Tags

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign How Do I Add Tags).” 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 ready for next week’s course, and motivate them to share it with good friends.

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 email 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 e-mail to every individual on my list. I wish to send them the suitable email for their level of engagement – Active Campaign How Do I Add Tags. Active Campaign How Do I Add Tags. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.

Active Campaign How Do I Add Tags

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Objective” toward completion 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 How Do I Add Tags.

This enables 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 remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

Active Campaign How Do I Add Tags

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still desire 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 on the verification link in the previous e-mail, they have actually currently been eliminated from the automation using a different automation) – Active Campaign How Do I Add Tags.

Active Campaign How Do I Add Tags

Active Campaign How Do I Add TagsActive Campaign How Do I Add Tags

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. Active Campaign How Do I Add Tags. I used to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send out a basic “do you still desire my emails?” verification.

Active Campaign How Do I Add Tags

Active Campaign How Do I Add Tags

Active Campaign How Do I Add TagsActive Campaign How Do I Add Tags

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid 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 Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How Do I Add Tags.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can develop Conditions, to examine whether the contact has a specific tag or customized field worth.

Active Campaign How Do I Add Tags

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date happens A custom-made field is updated with a specific worth You don’t develop emails in ConvertKit’s Automations.

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

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign How Do I Add Tags

Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How Do I Add Tags).” The automation validates 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 ready for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday 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 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 desire to send out the very same email to every person on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign How Do I Add Tags. Active Campaign How Do I Add Tags. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

Active Campaign How Do I Add Tags

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly struck the “Goal” towards 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 How Do I Add Tags.

This allows me to personalize 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 for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals 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 lead scoring integrated in.

Active Campaign How Do I Add Tags

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I do not suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they’ve already been removed from the automation using a different automation) – Active Campaign How Do I Add Tags.

Active Campaign How Do I Add Tags

Active Campaign How Do I Add TagsActive Campaign How Do I Add Tags

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking allowed. This kind adds a tag that I utilize to filter those contacts out. Active Campaign How Do I Add Tags. I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my e-mails?” verification.