To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Alert a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the goal’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 details Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Activecampaign Goals.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is included to the contact A custom field is upgraded with a particular worth From there, you can create Conditions, to inspect whether the contact has a specific tag or customized field worth.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date takes place A customized field is updated with a specific worth You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to construct it. Many marketers construct extremely basic email series for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.
It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Activecampaign Goals).” 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 a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with buddies.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration 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 impossible for me to automate this with MailChimp.
When I run a webinar, I do not wish to send the exact same email to every person on my list. I wish to send them the suitable e-mail for their level of engagement – Activecampaign Goals. Activecampaign Goals. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently bought the item I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. Activecampaign Goals.
This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, attended, missed out on, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. 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, eliminates all of those tags, and starts this automation over 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 option. But, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t advise.
Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been eliminated from the automation using a different automation) – Activecampaign Goals.
The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking made it possible for. This form includes a tag that I use to filter those contacts out. Activecampaign Goals. I utilized to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my e-mails?” confirmation.