How To Download Reports In Active Campaign

How To Download Reports In Active Campaign

How To Download Reports In Active CampaignHow To Download Reports In Active Campaign

To start 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 subscribes to a list When a contact sends a type E-commerce and on-site alternatives (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 out an e-mail Notify a group 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 objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Download Reports In 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 purchases A tag is contributed to the contact A customized field is updated with a particular worth From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field worth.

How To Download Reports In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date happens A custom field is updated with a specific value You do not create 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 e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I ‘d like to build it. Numerous marketers build extremely basic email series for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, however impossible 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 need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.

How To Download Reports In Active Campaign

Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Download Reports In Active Campaign).” 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 out a “pump up” e-mail to get the students ready for next week’s course, and encourage 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 enrollment for next week’s class. They’ll get the pump up e-mail 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 wish to send the same e-mail to every individual on my list. I want to send them the appropriate email for their level of engagement – How To Download Reports In Active Campaign. How To Download Reports In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

How To Download Reports In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they right away hit the “Goal” toward 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 To Download Reports In 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 combination 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 set off 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. People who don’t 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 actually lead scoring developed in.

How To Download Reports In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming initially, 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, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send 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 email (if they currently clicked the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a separate automation) – How To Download Reports In Active Campaign.

How To Download Reports In Active Campaign

How To Download Reports In Active CampaignHow To Download Reports In 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 understand that they do not have tracking enabled. This type adds a tag that I utilize to filter those contacts out. How To Download Reports In Active Campaign. I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send a simple “do you still desire my e-mails?” verification.