To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact submits a form E-commerce and on-site choices (readily 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 available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for testing Avoid 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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Activecampaign Status.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a kind The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a particular worth From there, you can develop Conditions, to examine whether the contact has a particular tag or customized field worth.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date occurs A customized field is upgraded with a specific worth You don’t produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to develop it. Lots of online marketers develop extremely easy e-mail series for their “e-mail courses.” A contact indications up, and then that contact immediately begins getting lessons.
It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Activecampaign Status).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students ready 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 e-mail 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 desire to send the very same email to every individual on my list. I want to send them the appropriate email for their level of engagement – Activecampaign Status. Activecampaign Status. 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 interested in the webinar, and to encourage them to register. If they sign up, they instantly hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Activecampaign Status.
This enables me to personalize 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 registered, participated in, missed, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other emails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.
This automation can be overwhelming initially, and this is among those cases where I want 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 have to develop things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.
Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they’ve currently been eliminated from the automation utilizing a different automation) – Activecampaign Status.
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 do not have tracking allowed. This kind includes a tag that I use to filter those contacts out. Activecampaign Status. I used to include this tag when they clicked a link, however when individuals don’t 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.