How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid 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 Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Merge Custom Fields In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is included to the contact A customized field is updated with a particular value From there, you can produce Conditions, to examine whether the contact has a particular tag or customized field value.

How To Merge Custom Fields In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date occurs A customized field is updated with a particular worth You don’t create e-mails in ConvertKit’s Automations.

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

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not 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 begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.

How To Merge Custom Fields In Active Campaign

Here’s the automation I use to invite brand-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 Merge Custom Fields 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” email to get the students 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the same email to everyone on my list. I desire to send them the appropriate email for their level of engagement – How To Merge Custom Fields In Active Campaign. How To Merge Custom Fields In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already purchased the item I pitch in the webinar.

How To Merge Custom Fields In Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Merge Custom Fields In Active Campaign.

This enables 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 add tags based upon whether the contact registered, attended, 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 promotions tab. Individuals who don’t open my emails make it harder for other emails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Merge Custom Fields In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not suggest.

Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send out 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 email, they’ve already been removed from the automation utilizing a different automation) – How To Merge Custom Fields In Active Campaign.

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. How To Merge Custom Fields In Active Campaign. I used 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 dependably! I just send out a basic “do you still want my e-mails?” verification.

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a team member Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Merge Custom Fields In Active Campaign.

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

How To Merge Custom Fields In Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date happens A custom-made field is upgraded with a specific 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 build 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. Many online marketers build really easy e-mail series for their “email courses.” A contact register, and then that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. 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 starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.

How To Merge Custom Fields In Active Campaign

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (How To Merge Custom Fields 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 a “pump up” e-mail to get the students ready for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration 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 wish to send the same email to every individual on my list. I wish to send them the suitable email for their level of engagement – How To Merge Custom Fields In Active Campaign. How To Merge Custom Fields In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

How To Merge Custom Fields In Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Merge Custom Fields In Active Campaign.

This enables 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 add tags based upon whether the contact registered, attended, missed out on, or based upon how long they remained in the webinar. These tags can then trigger 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 the people who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Merge Custom Fields 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds 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 wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not advise.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation using a separate automation) – How To Merge Custom Fields In Active Campaign.

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

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 allowed. This form adds a tag that I use to filter those contacts out. How To Merge Custom Fields In Active Campaign. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my emails?” verification.