Add New Contact Note “Active Campaign”

Add New Contact Note “Active Campaign”

Add New Contact Note Add New Contact Note “Active Campaign”

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

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Inform a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 details Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Add New Contact Note “Active Campaign”.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a type The contact purchases A tag is added to the contact A customized field is upgraded with a certain value From there, you can create Conditions, to examine whether the contact has a specific tag or custom field value.

Add New Contact Note “Active Campaign”

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date takes place A custom field is upgraded with a specific value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to develop it. Lots of online marketers construct very basic e-mail series for their “email courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I first tried this approach, I was on MailChimp.

Add New Contact Note “Active Campaign”

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Add New Contact Note “Active Campaign”).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the very same e-mail to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Add New Contact Note “Active Campaign”. Add New Contact Note “Active Campaign”. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

Add New Contact Note “Active Campaign”

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Goal” toward 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. Add New Contact Note “Active Campaign”.

This enables me to tailor 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 signed up, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Add New Contact Note “Active Campaign”

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t advise.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation utilizing a separate automation) – Add New Contact Note “Active Campaign”.

Add New Contact Note “Active Campaign”

Add New Contact Note Add New Contact Note “Active Campaign”

The automation then unsubscribes them. My e-mails 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 enabled. This form adds a tag that I use to filter those contacts out. Add New Contact Note “Active Campaign”. I utilized to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still desire my emails?” confirmation.