How To Merge Lists With Active Campaign

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a staff 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 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 website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Merge Lists With Active Campaign.

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

How To Merge Lists With Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date occurs A custom field is updated with a certain value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to develop it. Numerous online marketers develop extremely simple e-mail sequences for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Merge Lists With Active Campaign

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Merge Lists With 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 a “pump up” e-mail to get the trainees all set for next week’s course, and encourage them to share it with buddies.

The contact will begin 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 email 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 don’t want to send out the exact same e-mail to every person on my list. I desire to send them the suitable e-mail for their level of engagement – How To Merge Lists With Active Campaign. How To Merge Lists With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product I pitch in the webinar.

How To Merge Lists With Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately hit the “Objective” towards completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Merge Lists With 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 signed up, participated in, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

How To Merge Lists With Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is among 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 construct things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed but have been busy. Here’s my reactivation sequence: I send one email 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 already clicked on the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – How To Merge Lists With Active Campaign.

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking enabled. This form includes a tag that I utilize to filter those contacts out. How To Merge Lists With Active Campaign. I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still want my emails?” verification.

How To Merge Lists With Active Campaign

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site choices (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 available in ActiveCampaign’s automations are: Send out an e-mail Inform a group 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 goal’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 Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Merge Lists With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact purchases A tag is added to the contact A custom-made field is upgraded with a certain value From there, you can develop Conditions, to examine whether the contact has a specific tag or customized field worth.

How To Merge Lists With Active Campaign

You can likewise create 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 purchases A date takes place A customized field is upgraded with a certain value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I ‘d like to develop it. Many online marketers develop very simple email sequences for their “email courses.” A contact indications up, and then that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, however 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 need to register by Friday night, and a brand-new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.

How To Merge Lists With Active Campaign

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 out all contacts a “welcome email (How To Merge Lists With Active Campaign).” 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” email to get the students all set 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 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 don’t desire to send out the exact same email to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Merge Lists With Active Campaign. How To Merge Lists With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the product I pitch in the webinar.

How To Merge Lists With 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 instantly hit the “Goal” towards 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 Merge Lists With 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 combination panel: I can include tags based upon whether the contact registered, attended, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

How To Merge Lists With 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes 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 want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not advise.

Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have actually been busy. Here’s my reactivation series: 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 e-mail (if they already clicked the verification link in the previous email, they have actually already been removed from the automation utilizing a different automation) – How To Merge Lists With Active Campaign.

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With 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 allowed. This type adds a tag that I utilize to filter those contacts out. How To Merge Lists With Active Campaign. I used to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my e-mails?” verification.