Active Campaign Pipeline Basics

Active Campaign Pipeline Basics

Active Campaign Pipeline BasicsActive Campaign Pipeline Basics

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s location 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 Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Pipeline Basics.

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

Active Campaign Pipeline Basics

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date occurs A customized field is upgraded with a specific worth You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I want to develop it. Many marketers build extremely simple email sequences for their “e-mail courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email 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 begins each Monday morning. When I initially tried this method, I was on MailChimp.

Active Campaign Pipeline Basics

Here’s the automation I utilize to invite brand-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 Pipeline Basics).” The automation verifies 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 ready for next week’s course, and motivate 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the very same email to every individual on my list. I wish to send them the proper email for their level of engagement – Active Campaign Pipeline Basics. Active Campaign Pipeline Basics. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already bought the product I pitch in the webinar.

Active Campaign Pipeline Basics

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they right away struck the “Goal” toward the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Pipeline Basics.

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 registered, went to, 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 more most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Active Campaign Pipeline Basics

Here’s an automation I received 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 includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t recommend.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve already been removed from the automation using a separate automation) – Active Campaign Pipeline Basics.

Active Campaign Pipeline Basics

Active Campaign Pipeline BasicsActive Campaign Pipeline Basics

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking allowed. This form includes a tag that I use to filter those contacts out. Active Campaign Pipeline Basics. I utilized to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” confirmation.