How To Add An Individual To An Automation In Active Campaign

How To Add An Individual To An Automation In Active Campaign

How To Add An Individual To An Automation In Active CampaignHow To Add An Individual To An Automation In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact sends a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are available 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 goals (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 eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Add An Individual To An Automation In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a kind The contact makes a purchase A tag is contributed 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 particular tag or custom-made field value.

How To Add An Individual To An Automation In Active Campaign

You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date happens A custom-made field is updated with a particular worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I want to construct it. Lots of marketers construct really simple email sequences for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email 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 early morning. When I first attempted this method, I was on MailChimp.

How To Add An Individual To An Automation In Active Campaign

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Add An Individual To An Automation In Active Campaign).” The automation confirms 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 ready for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the exact same email to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – How To Add An Individual To An Automation In Active Campaign. How To Add An Individual To An Automation In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

How To Add An Individual To An Automation In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit the “Goal” 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. How To Add An Individual To An Automation In Active Campaign.

This allows me to tailor 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, went to, missed, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other e-mails to get to the people who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

How To Add An Individual To An Automation In Active Campaign

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 includes a “0 days” tag. As time passes, it includes brand-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 starts this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t recommend.

Some subscribers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they’ve currently been eliminated from the automation utilizing a separate automation) – How To Add An Individual To An Automation In Active Campaign.

How To Add An Individual To An Automation In Active Campaign

How To Add An Individual To An Automation In Active CampaignHow To Add An Individual To An Automation In Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they don’t have tracking enabled. This type adds a tag that I utilize to filter those contacts out. How To Add An Individual To An Automation In Active Campaign. I used to add 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 an easy “do you still desire my e-mails?” confirmation.