To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods 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 (offered in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Avoid 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign..
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is added to the contact A custom-made field is upgraded with a particular value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field worth.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date happens A customized field is updated with a particular worth You don’t create e-mails 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 simple for me to build my e-mail course precisely how I want to construct it. Many marketers develop really basic email series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.
It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign.).” The automation validates 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 students ready for next week’s course, and motivate 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 morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I don’t want to send out the same email to everyone on my list. I want to send them the proper e-mail for their level of engagement – Active Campaign.. Active Campaign.. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Objective” toward the end 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..
This allows 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 add tags based upon whether the contact signed up, attended, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 e-mail, a different automation eliminates 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 one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t suggest.
Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they have actually currently been removed from the automation using a separate automation) – Active Campaign..
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. Active Campaign.. I used to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my e-mails?” confirmation.