Active Campaign Schedule An Appointment Workflow

Active Campaign Schedule An Appointment Workflow

Active Campaign Schedule An Appointment WorkflowActive Campaign Schedule An Appointment Workflow

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (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 remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Schedule An Appointment Workflow.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A custom-made field is upgraded with a certain value From there, you can produce Conditions, to check whether the contact has a particular tag or custom field worth.

Active Campaign Schedule An Appointment Workflow

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date takes place A custom-made field is updated with a particular value 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 build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to develop it. Lots of online marketers develop really basic email series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this methodology, I was on MailChimp.

Active Campaign Schedule An Appointment Workflow

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Schedule An Appointment Workflow).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with buddies.

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 early morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – Active Campaign Schedule An Appointment Workflow. Active Campaign Schedule An Appointment Workflow. 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 Schedule An Appointment Workflow

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 struck the “Objective” towards the end 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 Schedule An Appointment Workflow.

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, participated in, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it 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 emails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

Active Campaign Schedule An Appointment Workflow

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

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t taped. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve already been eliminated from the automation using a different automation) – Active Campaign Schedule An Appointment Workflow.

Active Campaign Schedule An Appointment Workflow

Active Campaign Schedule An Appointment WorkflowActive Campaign Schedule An Appointment Workflow

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. Active Campaign Schedule An Appointment Workflow. I utilized to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my emails?” verification.