How To Setup Pipelines In Active Campaign

How To Setup Pipelines In Active Campaign

How To Setup Pipelines In Active CampaignHow To Setup Pipelines In Active Campaign

To start constructing an automation in ActiveCampaign, start 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 sends a type E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a team 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 details Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Setup Pipelines In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a kind The contact makes a purchase A tag is added to the contact A custom-made field is updated with a certain worth From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field value.

How To Setup Pipelines In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date happens A custom-made field is upgraded with a particular value You don’t develop emails in ConvertKit’s Automations.

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

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I first tried this method, I was on MailChimp.

How To Setup Pipelines In Active Campaign

Here’s the automation I use 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 Setup Pipelines In Active Campaign).” The automation confirms 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” e-mail to get the students all set 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 registration 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 do not wish to send the same email to every individual on my list. I desire to send them the suitable e-mail for their level of engagement – How To Setup Pipelines In Active Campaign. How To Setup Pipelines In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently bought the item I pitch in the webinar.

How To Setup Pipelines In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they immediately hit the “Goal” toward the end 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 Setup Pipelines 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, 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 cash, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Setup Pipelines In Active Campaign

Here’s an automation I got 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 brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they have actually currently been removed from the automation using a separate automation) – How To Setup Pipelines In Active Campaign.

How To Setup Pipelines In Active Campaign

How To Setup Pipelines In Active CampaignHow To Setup Pipelines In Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This type includes a tag that I utilize to filter those contacts out. How To Setup Pipelines In Active Campaign. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my e-mails?” verification.