How To Change The Type In Active Campaign Field

How To Change The Type In Active Campaign Field

How To Change The Type In Active Campaign FieldHow To Change The Type In Active Campaign Field

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind 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 constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing 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 current 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 website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Change The Type In Active Campaign Field.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a form The contact buys A tag is added to the contact A custom field is updated with a certain value From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field value.

How To Change The Type In Active Campaign Field

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date happens A custom-made field is upgraded with a particular value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I ‘d like to construct it. Numerous marketers build very basic e-mail series for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

How To Change The Type In Active Campaign Field

Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Change The Type In Active Campaign Field).” The automation validates 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 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 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 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 the exact same email to everyone on my list. I want to send them the suitable e-mail for their level of engagement – How To Change The Type In Active Campaign Field. How To Change The Type In Active Campaign Field. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the item I pitch in the webinar.

How To Change The Type In Active Campaign Field

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly hit the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Change The Type In Active Campaign Field.

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 signed up, went to, 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 cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People 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.

How To Change The Type In Active Campaign Field

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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they have actually currently been removed from the automation using a separate automation) – How To Change The Type In Active Campaign Field.

How To Change The Type In Active Campaign Field

How To Change The Type In Active Campaign FieldHow To Change The Type In Active Campaign Field

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. How To Change The Type In Active Campaign Field. I utilized to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my emails?” confirmation.