How To Integrate Active Campaign To Lead Boxes

How To Integrate Active Campaign To Lead Boxes

How To Integrate Active Campaign To Lead BoxesHow To Integrate Active Campaign To Lead Boxes

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a certain 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 an email Notify an employee 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 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 Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Integrate Active Campaign To Lead Boxes.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a type The contact makes a purchase A tag is added to the contact A customized field is upgraded with a particular value From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom field worth.

How To Integrate Active Campaign To Lead Boxes

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A custom field is updated with a certain 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 develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I ‘d like to build it. Lots of marketers construct very basic e-mail sequences for their “email courses.” A contact signs up, and after that that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I first attempted this method, I was on MailChimp.

How To Integrate Active Campaign To Lead Boxes

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Integrate Active Campaign To Lead Boxes).” The automation validates 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” email to get the students all set for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday 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 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 don’t wish to send out the very same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – How To Integrate Active Campaign To Lead Boxes. How To Integrate Active Campaign To Lead Boxes. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the item I pitch in the webinar.

How To Integrate Active Campaign To Lead Boxes

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Integrate Active Campaign To Lead Boxes.

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 signed up, participated in, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it 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 individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

How To Integrate Active Campaign To Lead Boxes

Here’s an automation I received 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 email, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be frustrating in the beginning, 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, often you need to build things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not recommend.

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

How To Integrate Active Campaign To Lead Boxes

How To Integrate Active Campaign To Lead BoxesHow To Integrate Active Campaign To Lead Boxes

The automation then unsubscribes them. My e-mails likewise have a link to a type 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 utilize to filter those contacts out. How To Integrate Active Campaign To Lead Boxes. I utilized 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 emails?” verification.