Active Campaign Import

Active Campaign Import

Active Campaign ImportActive Campaign Import

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip 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 details Add 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 Import.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact makes a purchase A tag is added to the contact A custom-made field is upgraded with a specific worth From there, you can create Conditions, to examine whether the contact has a specific tag or custom-made field worth.

Active Campaign Import

You can also create 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 purchases A date takes place A customized field is upgraded with a certain 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 main method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to construct it. Many marketers build very simple e-mail series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however 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 website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this method, I was on MailChimp.

Active Campaign Import

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Import).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with pals.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on 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 the very same e-mail to everyone on my list. I desire to send them the appropriate email for their level of engagement – Active Campaign Import. Active Campaign Import. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the product I pitch in the webinar.

Active Campaign Import

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 register, they instantly hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Import.

This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination 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 set off automations within ActiveCampaign.

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

Active Campaign Import

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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not suggest.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a separate automation) – Active Campaign Import.

Active Campaign Import

Active Campaign ImportActive Campaign Import

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me understand that they don’t have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. Active Campaign Import. I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a basic “do you still want my emails?” verification.