Active Campaign User Preferences

Active Campaign User Preferences

Active Campaign User PreferencesActive Campaign User Preferences

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

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the objective’s place 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 Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign User Preferences.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom-made field is updated with a certain value From there, you can create Conditions, to examine whether the contact has a certain tag or custom field value.

Active Campaign User Preferences

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date occurs A custom-made field is upgraded with a specific value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. 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 exactly how I wish to construct it. Numerous marketers develop extremely basic email sequences for their “email courses.” A contact signs up, and then that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first tried this methodology, I was on MailChimp.

Active Campaign User Preferences

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign User Preferences).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the students prepared 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send out the same email to every person on my list. I want to send them the proper e-mail for their level of engagement – Active Campaign User Preferences. Active Campaign User Preferences. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently bought the product I pitch in the webinar.

Active Campaign User Preferences

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 hit the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign User Preferences.

This enables 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 activate automations within ActiveCampaign.

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

Active Campaign User Preferences

Here’s an automation I obtained 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 brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has a choice to erase inactive customers, which I don’t suggest.

Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send one email asking if they still wish 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 on the confirmation link in the previous email, they’ve currently been gotten rid of from the automation using a different automation) – Active Campaign User Preferences.

Active Campaign User Preferences

Active Campaign User PreferencesActive Campaign User Preferences

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking enabled. This kind adds a tag that I utilize to filter those contacts out. Active Campaign User Preferences. I utilized 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 an easy “do you still want my e-mails?” confirmation.