Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation ChecklistActive Campaign Marketing Automation Checklist

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location 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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Marketing Automation Checklist.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact purchases A tag is included to the contact A custom-made field is updated with a particular worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field value.

Active Campaign Marketing Automation Checklist

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date happens A custom field is updated with a certain value You do not create e-mails 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 e-mail course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to construct it. Lots of online marketers construct very easy email sequences for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Marketing Automation Checklist

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Marketing Automation Checklist).” The automation confirms 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 trainees prepared 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the exact same e-mail to everyone on my list. I wish to send them the suitable email for their level of engagement – Active Campaign Marketing Automation Checklist. Active Campaign Marketing Automation Checklist. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently bought the item I pitch in the webinar.

Active Campaign Marketing Automation Checklist

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Marketing Automation Checklist.

This allows 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 the length of time 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 promotions tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Active Campaign Marketing Automation Checklist

Here’s an automation I received 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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 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 overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t suggest.

Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a separate automation) – Active Campaign Marketing Automation Checklist.

Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation ChecklistActive Campaign Marketing Automation Checklist

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. Active Campaign Marketing Automation Checklist. I used to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send out an easy “do you still want my e-mails?” confirmation.