Active Campaign How To Add A Contact To An Automation

Active Campaign How To Add A Contact To An Automation

Active Campaign How To Add A Contact To An AutomationActive Campaign How To Add A Contact To An Automation

To begin developing 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 included When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific 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 e-mail 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 objective’s place 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 eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Add A Contact To An Automation.

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

Active Campaign How To Add A Contact To An Automation

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 makes a purchase A date occurs A custom-made field is upgraded with a specific 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 primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I want to develop it. Many marketers construct very basic e-mail sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday morning. When I first tried this approach, I was on MailChimp.

Active Campaign How To Add A Contact To An Automation

Here’s the automation I use to invite 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 How To Add A Contact To An Automation).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees all set 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the exact same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign How To Add A Contact To An Automation. Active Campaign How To Add A Contact To An Automation. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the item I pitch in the webinar.

Active Campaign How To Add A Contact To An Automation

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add A Contact To An Automation.

This enables 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 add tags based upon whether the contact signed up, went to, 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 more most likely that my e-mails 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 individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign How To Add A Contact To An Automation

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 adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been busy. Here’s my reactivation sequence: I send 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 e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve already been removed from the automation using a different automation) – Active Campaign How To Add A Contact To An Automation.

Active Campaign How To Add A Contact To An Automation

Active Campaign How To Add A Contact To An AutomationActive Campaign How To Add A Contact To An Automation

The automation then unsubscribes them. My emails also have a link to a form 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 To Add A Contact To An Automation. I used to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still want my emails?” confirmation.