Active Campaign How To Add Tags Via Optin Form

Active Campaign How To Add Tags Via Optin Form

Active Campaign How To Add Tags Via Optin FormActive Campaign How To Add Tags Via Optin Form

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site choices (offered in the “Pro” strategy) 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 available in ActiveCampaign’s automations are: Send an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign How To Add Tags Via Optin Form.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a certain value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom field worth.

Active Campaign How To Add Tags Via Optin Form

You can also 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 gotten rid of The contact purchases A date takes place A customized field is updated with a specific worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I wish to develop it. Lots of marketers construct really easy e-mail sequences for their “e-mail 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 by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.

Active Campaign How To Add Tags Via Optin Form

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign How To Add Tags Via Optin Form).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” email to get the students all set for next week’s course, and motivate 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 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 out the very same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – Active Campaign How To Add Tags Via Optin Form. Active Campaign How To Add Tags Via Optin Form. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently acquired the product I pitch in the webinar.

Active Campaign How To Add Tags Via Optin Form

Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add Tags Via Optin Form.

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 registered, went to, missed out on, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign How To Add Tags Via Optin Form

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, 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 in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not suggest.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation utilizing a different automation) – Active Campaign How To Add Tags Via Optin Form.

Active Campaign How To Add Tags Via Optin Form

Active Campaign How To Add Tags Via Optin FormActive Campaign How To Add Tags Via Optin Form

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking enabled. This kind adds a tag that I use to filter those contacts out. Active Campaign How To Add Tags Via Optin Form. I utilized to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” verification.

Active Campaign How To Add Tags Via Optin Form

Active Campaign How To Add Tags Via Optin Form

Active Campaign How To Add Tags Via Optin FormActive Campaign How To Add Tags Via Optin Form

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site alternatives (available in the “Pro” strategy) 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 available in ActiveCampaign’s automations are: Send out an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip 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 Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How To Add Tags Via Optin Form.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field value.

Active Campaign How To Add Tags Via Optin Form

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date happens 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 contrast. The primary way I build my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to construct it. Many marketers build extremely basic email sequences for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this method, I was on MailChimp.

Active Campaign How To Add Tags Via Optin Form

Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign How To Add Tags Via Optin Form).” The automation validates 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 students ready 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 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 don’t wish to send the exact same email to every person on my list. I wish to send them the proper email for their level of engagement – Active Campaign How To Add Tags Via Optin Form. Active Campaign How To Add Tags Via Optin Form. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently acquired the product I pitch in the webinar.

Active Campaign How To Add Tags Via Optin Form

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add Tags Via Optin Form.

This enables me to tailor 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 registered, attended, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign How To Add Tags Via Optin Form

Here’s an automation I obtained 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 includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is among those cases where I wish 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 have to develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not advise.

Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous email, they’ve currently been removed from the automation using a separate automation) – Active Campaign How To Add Tags Via Optin Form.

Active Campaign How To Add Tags Via Optin Form

Active Campaign How To Add Tags Via Optin FormActive Campaign How To Add Tags Via Optin Form

The automation then unsubscribes them. My emails also 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 utilize to filter those contacts out. Active Campaign How To Add Tags Via Optin Form. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my e-mails?” verification.