How Do I Segment My Active Campaign List

How Do I Segment My Active Campaign List

How Do I Segment My Active Campaign ListHow Do I Segment My Active Campaign List

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number 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 form E-commerce and on-site options (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 readily available in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’s place 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 Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How Do I Segment My Active Campaign List.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact buys A tag is added to the contact A custom field is upgraded with a specific value From there, you can produce Conditions, to check whether the contact has a specific tag or custom field value.

How Do I Segment My Active Campaign List

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date takes place A custom-made field is updated with a certain value You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to build it. Many online marketers construct extremely basic e-mail series for their “e-mail courses.” A contact signs up, and after that that contact immediately begins getting lessons.

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

How Do I Segment My Active Campaign List

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How Do I Segment My Active Campaign List).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students ready for next week’s course, and encourage them to share it with buddies.

The contact will start 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 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 the exact same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – How Do I Segment My Active Campaign List. How Do I Segment My Active Campaign List. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already purchased the product I pitch in the webinar.

How Do I Segment My Active Campaign List

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately struck the “Objective” towards the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. How Do I Segment My Active Campaign List.

This enables 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 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 set off automations within ActiveCampaign.

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

How Do I Segment My Active Campaign List

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming at initially, and this is one of 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 need to develop things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not advise.

Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email 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 have actually currently been gotten rid of from the automation using a separate automation) – How Do I Segment My Active Campaign List.

How Do I Segment My Active Campaign List

How Do I Segment My Active Campaign ListHow Do I Segment My Active Campaign List

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking allowed. This form includes a tag that I use to filter those contacts out. How Do I Segment My Active Campaign List. I utilized to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” confirmation.

How Do I Segment My Active Campaign List

How Do I Segment My Active Campaign List

How Do I Segment My Active Campaign ListHow Do I Segment My Active Campaign List

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s place 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 Custom-made Audience management are all “Pro” features – How Do I Segment My Active Campaign List.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A customized field is upgraded with a certain worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or customized field value.

How Do I Segment My Active Campaign List

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date happens A custom-made field is updated with a particular value You don’t develop 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 easy for me to build my email course exactly how I ‘d like to build it. Lots of marketers build extremely simple e-mail series for their “email courses.” A contact indications up, and then that contact instantly starts getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this approach, I was on MailChimp.

How Do I Segment My Active Campaign List

Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How Do I Segment My Active Campaign List).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students all set for next week’s course, and motivate them to share it with pals.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up email 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 do not wish to send out the exact same e-mail to everyone on my list. I want to send them the appropriate e-mail for their level of engagement – How Do I Segment My Active Campaign List. How Do I Segment My Active Campaign List. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the product I pitch in the webinar.

How Do I Segment My Active Campaign List

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. How Do I Segment My Active Campaign List.

This enables me to personalize 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, went to, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

How Do I Segment My Active Campaign List

Here’s an automation I received 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, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not recommend.

Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – How Do I Segment My Active Campaign List.

How Do I Segment My Active Campaign List

How Do I Segment My Active Campaign ListHow Do I Segment My Active Campaign List

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This type adds a tag that I use to filter those contacts out. How Do I Segment My Active Campaign List. I utilized to include this tag when they clicked on 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 desire my e-mails?” confirmation.