To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a kind 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 begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify an employee 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 present 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” functions – Activecampaign Import.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact makes a purchase A tag is added 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 specific tag or custom-made field worth.
You can also create Events, 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 buys A date happens A custom field is updated with a specific worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I want to develop it. Lots of marketers construct very basic e-mail series for their “email courses.” A contact register, and then that contact right away starts getting lessons.
It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Activecampaign Import).” 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” e-mail to get the trainees ready for next week’s course, and encourage 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 early 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 desire to send out the very same e-mail to everyone on my list. I wish to send them the suitable email for their level of engagement – Activecampaign Import. Activecampaign Import. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.
Then it sends 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 struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Activecampaign Import.
This allows me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, went to, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I received 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 adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of 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 want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I do not suggest.
Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail 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 e-mail (if they currently clicked the verification link in the previous email, they have actually currently been gotten rid of from the automation using a separate automation) – Activecampaign Import.
The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me know that they do not have tracking made it possible for. This type adds a tag that I use to filter those contacts out. Activecampaign Import. I used 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 only send a simple “do you still desire my emails?” verification.