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To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s location 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 get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Activecampaign Unsubscribe Link.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact makes a purchase A tag is included to the contact A custom-made field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field value.

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You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date occurs A custom field is updated with a specific value You do not create emails 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 simple for me to construct my email course exactly how I ‘d like to build it. Many online marketers construct extremely basic email series for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. 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 begins each Monday early morning. When I first tried this approach, I was on MailChimp.

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Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Activecampaign Unsubscribe Link).” 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 prepared for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday early 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 early 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 want to send the exact same email to every person on my list. I wish to send them the proper e-mail for their level of engagement – Activecampaign Unsubscribe Link. Activecampaign Unsubscribe Link. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.

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Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Activecampaign Unsubscribe Link.

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 add 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 trigger automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to the people who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

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Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes 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 solution. But, since you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t recommend.

Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually already been eliminated from the automation using a separate automation) – Activecampaign Unsubscribe Link.

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The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Activecampaign Unsubscribe Link. I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still desire my emails?” confirmation.