How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active CampaignHow To Set Goals For Your Contact In Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact sends a kind 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 building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’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 remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Set Goals For Your Contact In Active Campaign.

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

How To Set Goals For Your Contact In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date occurs A customized field is updated with a particular worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to build it. Many marketers develop extremely simple e-mail series for their “email courses.” A contact signs up, and after that that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, but impossible 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 initially tried this method, I was on MailChimp.

How To Set Goals For Your Contact In Active Campaign

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Set Goals For Your Contact In Active Campaign).” 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” e-mail to get the trainees ready 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 out on registration 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 want to send out the very same email to every individual on my list. I want to send them the proper e-mail for their level of engagement – How To Set Goals For Your Contact In Active Campaign. How To Set Goals For Your Contact In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already acquired the item I pitch in the webinar.

How To Set Goals For Your Contact In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they immediately hit the “Objective” toward completion 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 Set Goals For Your Contact 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 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 promos tab. Individuals 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 developed in.

How To Set Goals For Your Contact In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes 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 service. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t suggest.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out 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 e-mail (if they already clicked the verification link in the previous email, they’ve currently been gotten rid of from the automation utilizing a different automation) – How To Set Goals For Your Contact In Active Campaign.

How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active CampaignHow To Set Goals For Your Contact In 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 allowed. This type adds a tag that I use to filter those contacts out. How To Set Goals For Your Contact In Active Campaign. I utilized to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my e-mails?” confirmation.