Best Practices When Importing Contacts By Csv To Active Campaign

Best Practices When Importing Contacts By Csv To Active Campaign

Best Practices When Importing Contacts By Csv To Active CampaignBest Practices When Importing Contacts By Csv To Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the objective’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 information Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Best Practices When Importing Contacts By Csv To Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a form The contact makes a purchase A tag is added to the contact A custom field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or customized field value.

Best Practices When Importing Contacts By Csv To Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date takes place A customized field is upgraded with a particular worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I wish to build it. Many marketers build extremely simple e-mail series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first tried this methodology, I was on MailChimp.

Best Practices When Importing Contacts By Csv To Active Campaign

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Best Practices When Importing Contacts By Csv To Active Campaign).” The automation validates 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 students prepared for next week’s course, and encourage them to share it with friends.

The contact will start 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 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 exact same email to everyone on my list. I want to send them the proper e-mail for their level of engagement – Best Practices When Importing Contacts By Csv To Active Campaign. Best Practices When Importing Contacts By Csv To Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the product I pitch in the webinar.

Best Practices When Importing Contacts By Csv To Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Best Practices When Importing Contacts By Csv To Active Campaign.

This allows 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, attended, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Best Practices When Importing Contacts By Csv To Active Campaign

Here’s an automation I got 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 new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t recommend.

Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they have actually already been removed from the automation using a different automation) – Best Practices When Importing Contacts By Csv To Active Campaign.

Best Practices When Importing Contacts By Csv To Active Campaign

Best Practices When Importing Contacts By Csv To Active CampaignBest Practices When Importing Contacts By Csv To Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me know that they don’t have tracking allowed. This kind includes a tag that I use to filter those contacts out. Best Practices When Importing Contacts By Csv To Active Campaign. 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 reliably! I only send out a basic “do you still want my emails?” verification.