Active Campaign Scheduling

Active Campaign Scheduling

Active Campaign SchedulingActive Campaign Scheduling

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the goal’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 Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Scheduling.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is contributed to the contact A customized field is updated with a specific value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field worth.

Active Campaign Scheduling

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date takes place A custom field is upgraded with a particular 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 primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I ‘d like to build it. Lots of marketers build very simple e-mail sequences for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

Active Campaign Scheduling

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

The contact will start getting lessons the following Monday early 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 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 out the same email to everyone on my list. I desire to send them the appropriate email for their level of engagement – Active Campaign Scheduling. Active Campaign Scheduling. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already bought the item I pitch in the webinar.

Active Campaign Scheduling

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately struck the “Goal” towards completion 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 Scheduling.

This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration 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 trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to the people who really want them! The “Pro” plan of ActiveCampaign has lead scoring built in.

Active Campaign Scheduling

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating in the beginning, and this is among those cases where I want 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 build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I don’t recommend.

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

Active Campaign Scheduling

Active Campaign SchedulingActive Campaign Scheduling

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking allowed. This kind adds a tag that I use to filter those contacts out. Active Campaign Scheduling. I used to include this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my e-mails?” confirmation.