How To Set Up Personal Email Template In Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site alternatives (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 readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’s place 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 Include 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 Set Up Personal Email Template In Active Campaign.

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

How To Set Up Personal Email Template In Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date happens A custom-made field is updated with a specific worth You do not 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 e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to develop it. Numerous online marketers build extremely basic email series for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is by hand 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 method, I was on MailChimp.

How To Set Up Personal Email Template In Active Campaign

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Set Up Personal Email Template 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 a “pump up” email to get the trainees 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 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 want to send the exact same e-mail to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Set Up Personal Email Template In Active Campaign. How To Set Up Personal Email Template 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 Set Up Personal Email Template In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away struck the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Set Up Personal Email Template 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 combination panel: I can add tags based upon whether the contact registered, attended, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it more likely that my emails 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 the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

How To Set Up Personal Email Template In Active Campaign

Here’s an automation I received 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate 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 wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve currently been gotten rid of from the automation using a separate automation) – How To Set Up Personal Email Template In Active Campaign.

How To Set Up Personal Email Template 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 enabled. This form includes a tag that I use to filter those contacts out. How To Set Up Personal Email Template In Active Campaign. I utilized to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my emails?” verification.