Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A CrmCan I Use Active Campaign As A Crm

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends 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 begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid 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 site messages, and Facebook Customized Audience management are all “Pro” features – Can I Use Active Campaign As A Crm.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom-made field is upgraded with a certain value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field worth.

Can I Use Active Campaign As A Crm

You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date happens A custom field is upgraded with a certain value 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 primary method I build my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I wish to develop it. Lots of marketers develop very basic e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact immediately starts getting lessons.

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.

Can I Use Active Campaign As A Crm

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 (Can I Use Active Campaign As A Crm).” The automation verifies 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” e-mail to get the trainees all set 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the same email to everyone on my list. I desire to send them the suitable email for their level of engagement – Can I Use Active Campaign As A Crm. Can I Use Active Campaign As A Crm. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently bought the item I pitch in the webinar.

Can I Use Active Campaign As A Crm

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 immediately struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Can I Use Active Campaign As A Crm.

This allows 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 include tags based upon whether the contact registered, participated in, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Can I Use Active Campaign As A Crm

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, 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 frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t recommend.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-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 desire to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually currently been eliminated from the automation using a separate automation) – Can I Use Active Campaign As A Crm.

Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A CrmCan I Use Active Campaign As A Crm

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 understand that they don’t have tracking made it possible for. This type adds a tag that I use to filter those contacts out. Can I Use Active Campaign As A Crm. I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my e-mails?” confirmation.