Active Campaign Sage Integration

Active Campaign Sage Integration

Active Campaign Sage IntegrationActive Campaign Sage Integration

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 subscribes to a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’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 information Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Sage Integration.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a particular worth From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Active Campaign Sage Integration

You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A customized field is upgraded with a specific worth You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to build it. Numerous online marketers construct extremely simple email series for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Sage Integration

Here’s the automation I use to invite new students 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 Sage Integration).” 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 out a “pump up” e-mail to get the trainees all set for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday early 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 email 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 don’t want to send out the exact same email to everyone on my list. I desire to send them the proper e-mail for their level of engagement – Active Campaign Sage Integration. Active Campaign Sage Integration. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.

Active Campaign Sage Integration

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Sage Integration.

This enables me to customize 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 out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Active Campaign Sage Integration

Here’s an automation I obtained 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 adds new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not recommend.

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

Active Campaign Sage Integration

Active Campaign Sage IntegrationActive Campaign Sage Integration

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. Active Campaign Sage Integration. I utilized 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 just send out a basic “do you still desire my emails?” verification.