Active Campaign Set Up A Custom Field From Instapage

Active Campaign Set Up A Custom Field From Instapage

Active Campaign Set Up A Custom Field From InstapageActive Campaign Set Up A Custom Field From Instapage

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add 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 Up A Custom Field From Instapage.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a type The contact makes a purchase A tag is added to the contact A customized field is upgraded with a particular value From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom field value.

Active Campaign Set Up A Custom Field From Instapage

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom-made 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 method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to build it. Numerous marketers build very basic email sequences for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

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

Active Campaign Set Up A Custom Field From Instapage

Here’s the automation I utilize to invite 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 Set Up A Custom Field From Instapage).” 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” email to get the students all set for next week’s course, and encourage them to share it with buddies.

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 e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Active Campaign Set Up A Custom Field From Instapage. Active Campaign Set Up A Custom Field From Instapage. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently bought the item I pitch in the webinar.

Active Campaign Set Up A Custom Field From Instapage

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they right away hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Set Up A Custom Field From Instapage.

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 for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who do not 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 developed in.

Active Campaign Set Up A Custom Field From Instapage

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell 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, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a separate automation) – Active Campaign Set Up A Custom Field From Instapage.

Active Campaign Set Up A Custom Field From Instapage

Active Campaign Set Up A Custom Field From InstapageActive Campaign Set Up A Custom Field From Instapage

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 understand that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. Active Campaign Set Up A Custom Field From Instapage. I used to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my e-mails?” verification.