Active Campaign Sort By Custom Field

Active Campaign Sort By Custom Field

Active Campaign Sort By Custom FieldActive Campaign Sort By Custom Field

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Sort By Custom Field.

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

Active Campaign Sort By Custom Field

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date takes place A customized field is upgraded with a certain value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I wish to construct it. Lots of online marketers construct extremely easy email sequences for their “e-mail courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My email course is by hand 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 first tried this approach, I was on MailChimp.

Active Campaign Sort By Custom Field

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

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the same e-mail to everyone on my list. I wish to send them the suitable email for their level of engagement – Active Campaign Sort By Custom Field. Active Campaign Sort By Custom Field. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already bought the item I pitch in the webinar.

Active Campaign Sort By Custom Field

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly struck the “Goal” toward 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 Sort By Custom Field.

This allows me to customize 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 signed up, participated in, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign Sort By Custom Field

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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one 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 again.

This automation can be overwhelming in the beginning, and this is among 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 develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t advise.

Some customers don’t have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email 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 the confirmation link in the previous e-mail, they’ve already been removed from the automation utilizing a separate automation) – Active Campaign Sort By Custom Field.

Active Campaign Sort By Custom Field

Active Campaign Sort By Custom FieldActive Campaign Sort By Custom Field

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This kind adds a tag that I utilize to filter those contacts out. Active Campaign Sort By Custom Field. 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 dependably! I just send out a basic “do you still want my emails?” confirmation.