Active Campaign Integrate With Outreach

Active Campaign Integrate With Outreach

Active Campaign Integrate With OutreachActive Campaign Integrate With Outreach

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Integrate With Outreach.

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

Active Campaign Integrate With Outreach

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact makes a purchase A date occurs A custom field is upgraded with a certain worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I build my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to develop it. Numerous online marketers develop very basic email sequences for their “e-mail courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail 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 early morning. When I first tried this methodology, I was on MailChimp.

Active Campaign Integrate With Outreach

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Integrate With Outreach).” The automation validates 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” e-mail to get the trainees all set for next week’s course, and encourage them to share it with 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 do not desire to send out the same e-mail to everyone on my list. I desire to send them the suitable email for their level of engagement – Active Campaign Integrate With Outreach. Active Campaign Integrate With Outreach. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the item I pitch in the webinar.

Active Campaign Integrate With Outreach

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately hit the “Objective” toward completion 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 Integrate With Outreach.

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 signed up, attended, missed out on, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it more most 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 people who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Integrate With Outreach

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 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 e-mail, 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 overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not suggest.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation utilizing a separate automation) – Active Campaign Integrate With Outreach.

Active Campaign Integrate With Outreach

Active Campaign Integrate With OutreachActive Campaign Integrate With Outreach

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail 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 Integrate With Outreach. I used to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I only send a simple “do you still desire my emails?” confirmation.