How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site options (offered 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 email Inform a team 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 goal’s place 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 Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Save An Email As A Template 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 contributed to the contact A customized field is updated with a particular worth From there, you can create Conditions, to examine whether the contact has a particular tag or custom-made field worth.

How To Save An Email As A Template In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however 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 upgraded with a particular value 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 main way I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to construct it. Lots of online marketers build very basic email series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. 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 tried this approach, I was on MailChimp.

How To Save An Email As A Template In Active Campaign

Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Save An Email As A Template 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 a “pump up” email to get the students ready for next week’s course, and encourage them to share it with pals.

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 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 out the exact same email to every person on my list. I wish to send them the suitable e-mail for their level of engagement – How To Save An Email As A Template In Active Campaign. How To Save An Email As A Template 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 Save An Email As A Template In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Save An Email As A Template 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 signed up, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

How To Save An Email As A Template 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 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 in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not suggest.

Some customers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a different automation) – How To Save An Email As A Template In Active Campaign.

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

The automation then unsubscribes them. My e-mails also 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 kind adds a tag that I use to filter those contacts out. How To Save An Email As A Template In Active Campaign. I utilized to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” verification.