Active Campaign, Merge Contacts

Active Campaign, Merge Contacts

Active Campaign, Merge ContactsActive Campaign, Merge Contacts

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, consisting of: 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 (offered 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 email Inform a team 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign, Merge Contacts.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a type The contact buys A tag is added to the contact A customized field is upgraded with a certain value From there, you can produce Conditions, to check whether the contact has a particular tag or customized field value.

Active Campaign, Merge Contacts

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date happens A custom-made 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 comparison. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I ‘d like to build it. Many online marketers build extremely simple email series for their “e-mail courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign, Merge Contacts

Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign, Merge Contacts).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the students all set for next week’s course, and motivate 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 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 same e-mail to everyone on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign, Merge Contacts. Active Campaign, Merge Contacts. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently bought the product I pitch in the webinar.

Active Campaign, Merge Contacts

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign, Merge Contacts.

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 add tags based upon whether the contact signed up, participated in, missed, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign, Merge Contacts

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send one email 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 on the confirmation link in the previous email, they’ve already been eliminated from the automation using a different automation) – Active Campaign, Merge Contacts.

Active Campaign, Merge Contacts

Active Campaign, Merge ContactsActive Campaign, Merge Contacts

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign, Merge Contacts. I used to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still want my emails?” verification.