Active Campaign Set Automation Based On Date In Profile

Active Campaign Set Automation Based On Date In Profile

Active Campaign Set Automation Based On Date In ProfileActive Campaign Set Automation Based On Date In Profile

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a staff 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 Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Set Automation Based On Date In Profile.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom-made field is upgraded with a particular worth From there, you can create Conditions, to check whether the contact has a certain tag or custom field worth.

Active Campaign Set Automation Based On Date In Profile

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date happens A custom field is updated with a specific worth You don’t develop emails in ConvertKit’s Automations.

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

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

Active Campaign Set Automation Based On Date In Profile

Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Set Automation Based On Date In Profile).” 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 out a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with friends.

The contact will begin getting lessons the following Monday 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 e-mail 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 the exact same email to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign Set Automation Based On Date In Profile. Active Campaign Set Automation Based On Date In Profile. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

Active Campaign Set Automation Based On Date In Profile

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they immediately hit the “Objective” towards completion 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 Set Automation Based On Date In Profile.

This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not 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 lead scoring integrated in.

Active Campaign Set Automation Based On Date In Profile

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I don’t recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous email, they’ve already been gotten rid of from the automation using a different automation) – Active Campaign Set Automation Based On Date In Profile.

Active Campaign Set Automation Based On Date In Profile

Active Campaign Set Automation Based On Date In ProfileActive Campaign Set Automation Based On Date In Profile

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 understand that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. Active Campaign Set Automation Based On Date In Profile. I used to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my e-mails?” confirmation.