To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start developing 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 objectives (The contact can avoid to the objective’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 details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Activecampaign Crunchbase.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a type The contact buys A tag is included to the contact A customized field is upgraded with a specific worth From there, you can produce Conditions, to examine whether the contact has a specific tag or customized field value.
You can also produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact makes a purchase A date occurs A custom-made field is upgraded with a certain worth You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I ‘d like to construct it. Many online marketers build really easy email series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Activecampaign Crunchbase).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with good friends.
The contact will begin 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 email the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I do not want to send out the same e-mail to every person on my list. I wish to send them the suitable email for their level of engagement – Activecampaign Crunchbase. Activecampaign Crunchbase. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently acquired the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Activecampaign Crunchbase.
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 add tags based upon whether the contact signed up, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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, 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 in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not advise.
Some customers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – Activecampaign Crunchbase.
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. Activecampaign Crunchbase. I utilized to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” verification.