To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Alert a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip 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 information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Activecampaign Integrations.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact makes a purchase A tag is added to the contact A customized field is upgraded with a specific worth From there, you can create Conditions, to inspect whether the contact has a certain 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 Occasion when: A tag is added or eliminated The contact makes a purchase A date takes place A custom-made field is upgraded with a particular value 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 build my list is through an email course. ActiveCampaign makes it simple for me to build my email course precisely how I ‘d like to construct it. Many online marketers build very simple e-mail series for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday morning. When I initially attempted this methodology, 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 e-mail (Activecampaign Integrations).” 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 trainees ready for next week’s course, and encourage them to share it with buddies.
The contact will begin 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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not desire to send out the exact same e-mail to every person on my list. I want to send them the appropriate email for their level of engagement – Activecampaign Integrations. Activecampaign Integrations. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently bought the product I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Activecampaign Integrations.
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 registered, went to, missed, or based upon for how long 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 promos tab. People who do not open my e-mails make it harder for other emails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t suggest.
Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still wish 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 e-mail, they’ve already been removed from the automation using a different automation) – Activecampaign Integrations.
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 don’t have tracking allowed. This form includes a tag that I use to filter those contacts out. Activecampaign Integrations. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send out an easy “do you still desire my e-mails?” verification.