Active Campaign How To Add Task

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety 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 form E-commerce and on-site alternatives (readily available in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Add Task.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is added to the contact A custom-made field is updated with a specific value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Active Campaign How To Add Task

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 buys A date happens A custom-made field is updated with a particular value You do not produce emails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign How To Add Task

Here’s the automation I utilize to welcome 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 To Add Task).” 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 prepared 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 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 out the exact same email to every individual on my list. I want to send them the proper email for their level of engagement – Active Campaign How To Add Task. Active Campaign How To Add Task. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the product I pitch in the webinar.

Active Campaign How To Add Task

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate 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 register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add Task.

This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, participated in, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails 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 developed in.

Active Campaign How To Add Task

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform 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, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they have actually already been gotten rid of from the automation using a separate automation) – Active Campaign How To Add Task.

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

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

Active Campaign How To Add Task

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

To start developing an automation in ActiveCampaign, begin 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 options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How To Add Task.

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

Active Campaign How To Add Task

You can also produce 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 buys A date happens A custom-made field is updated with a certain worth You don’t produce e-mails 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 easy for me to develop my email course precisely how I wish to build it. Numerous online marketers develop extremely easy email sequences for their “e-mail courses.” A contact indications up, and then that contact immediately begins getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign How To Add Task

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign How To Add Task).” 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” email to get the students 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 out on registration 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 want to send out the very same email to every person on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign How To Add Task. Active Campaign How To Add Task. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

Active Campaign How To Add Task

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they immediately hit the “Objective” 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 Task.

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 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 more 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 the people who really want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign How To Add Task

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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over 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, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not suggest.

Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have been busy. 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 email list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a separate automation) – Active Campaign How To Add Task.

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

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 allowed. This form includes a tag that I use to filter those contacts out. Active Campaign How To Add Task. I utilized to add this tag when they clicked on a link, but 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?” confirmation.