Active Campaign How To Add Contacts To A List

Active Campaign How To Add Contacts To A List

Active Campaign How To Add Contacts To A ListActive Campaign How To Add Contacts To A List

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact sends a form E-commerce and on-site options (readily 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 available in ActiveCampaign’s automations are: Send an email Alert a team member Wait conditions If/then conditionals Split traffic for testing 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign How To Add Contacts To A List.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate 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 certain value From there, you can create Conditions, to check whether the contact has a certain tag or customized field worth.

Active Campaign How To Add Contacts To A List

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date happens A custom field is updated with a particular worth You don’t create emails in ConvertKit’s Automations.

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

It was simple to build with ActiveCampaign, but impossible 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 have to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this method, I was on MailChimp.

Active Campaign How To Add Contacts To A List

Here’s the automation I utilize to invite 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 To Add Contacts To A List).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students all set for next week’s course, and motivate them to share it with good friends.

The contact will start 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the same email to everyone on my list. I wish to send them the suitable email for their level of engagement – Active Campaign How To Add Contacts To A List. Active Campaign How To Add Contacts To A List. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

Active Campaign How To Add Contacts To A List

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add Contacts To A List.

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

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

Active Campaign How To Add Contacts To A List

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

This automation can be frustrating initially, 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 develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t advise.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually already been eliminated from the automation using a separate automation) – Active Campaign How To Add Contacts To A List.

Active Campaign How To Add Contacts To A List

Active Campaign How To Add Contacts To A ListActive Campaign How To Add Contacts To A List

The automation then unsubscribes them. My e-mails also have a link to a form 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 To Add Contacts To A List. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my e-mails?” verification.