How To Manage Segments In Active Campaign

How To Manage Segments In Active Campaign

How To Manage Segments In Active CampaignHow To Manage Segments In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Manage Segments In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field value.

How To Manage Segments In Active Campaign

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 makes a purchase A date takes place A custom field is upgraded with a certain worth 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 method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to construct it. Many marketers build really easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday early morning. When I first tried this method, I was on MailChimp.

How To Manage Segments In Active Campaign

Here’s the automation I use to invite brand-new students 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 Manage Segments In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with friends.

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 e-mail the following Friday early 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 wish to send the very same e-mail to every person on my list. I want to send them the proper email for their level of engagement – How To Manage Segments In Active Campaign. How To Manage Segments In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

How To Manage Segments In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly hit the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Manage Segments 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 integration panel: I can include tags based upon whether the contact registered, participated in, 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 money, and it makes it more 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 the individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

How To Manage Segments In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell 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, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not recommend.

Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have 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 tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they’ve currently been gotten rid of from the automation using a separate automation) – How To Manage Segments In Active Campaign.

How To Manage Segments In Active Campaign

How To Manage Segments In Active CampaignHow To Manage Segments In Active Campaign

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 know that they do not have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. How To Manage Segments In Active Campaign. I used to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still desire my emails?” confirmation.

How To Manage Segments In Active Campaign

How To Manage Segments In Active Campaign

How To Manage Segments In Active CampaignHow To Manage Segments In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’s place 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 details Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Manage Segments In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a certain tag or custom field worth.

How To Manage Segments In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date happens A custom field is updated with a certain worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I want to construct it. Many online marketers develop very basic email sequences for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to construct 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 register by Friday night, and a brand-new course starts each Monday early morning. When I first tried this method, I was on MailChimp.

How To Manage Segments In Active Campaign

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (How To Manage Segments In Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits 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 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 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 out the same e-mail to everyone on my list. I want to send them the appropriate e-mail for their level of engagement – How To Manage Segments In Active Campaign. How To Manage Segments In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently purchased the product I pitch in the webinar.

How To Manage Segments In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately struck the “Goal” 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 Manage Segments In Active Campaign.

This allows 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 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 e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to the people who really desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

How To Manage Segments In Active Campaign

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some subscribers do not have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been eliminated from the automation utilizing a separate automation) – How To Manage Segments In Active Campaign.

How To Manage Segments In Active Campaign

How To Manage Segments In Active CampaignHow To Manage Segments In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This kind adds a tag that I use to filter those contacts out. How To Manage Segments In Active Campaign. I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I only send a simple “do you still want my emails?” confirmation.