Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Alert a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Send Leads To Team.

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

Active Campaign How To Send Leads To Team

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date occurs A custom field is updated with a certain value You do not 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 develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I wish to build it. Many online marketers construct extremely easy email series for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. 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 brand-new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign How To Send Leads To Team

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 all contacts a “welcome email (Active Campaign How To Send Leads To Team).” 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 buddies.

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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the very same e-mail to everyone on my list. I want to send them the suitable email for their level of engagement – Active Campaign How To Send Leads To Team. Active Campaign How To Send Leads To Team. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

Active Campaign How To Send Leads To Team

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign How To Send Leads To Team.

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

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

Active Campaign How To Send Leads To Team

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is among 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, often you have to develop things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t recommend.

Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve already been eliminated from the automation using a separate automation) – Active Campaign How To Send Leads To Team.

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. Active Campaign How To Send Leads To Team. I used 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 a simple “do you still want my e-mails?” confirmation.