To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type 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 building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’s location 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 information Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Activecampaign Webhooks.
Contrast with ConvertKit‘s Automations, which are more limited. 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 customized field is upgraded with a particular worth From there, you can create Conditions, to check whether the contact has a particular tag or custom field value.
You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date takes place A custom field is upgraded with a particular value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I wish to build it. Numerous online marketers develop extremely simple email series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Activecampaign Webhooks).” The automation validates 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 trainees prepared for next week’s course, and motivate 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 out on 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 impossible for me to automate this with MailChimp.
When I run a webinar, I don’t want to send the very same email to every individual on my list. I wish to send them the suitable email for their level of engagement – Activecampaign Webhooks. Activecampaign Webhooks. Here’s the automation I utilize to promote an evergreen webinar: First it confirms 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 motivate them to sign up. If they register, they right away hit the “Objective” toward completion 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 Webhooks.
This allows 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 include 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 set off automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other emails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes 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 one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t recommend.
Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they have actually currently been removed from the automation utilizing a different automation) – Activecampaign Webhooks.
The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Activecampaign Webhooks. I utilized to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” verification.