How To Track Sales In Active Campaign

How To Track Sales In Active Campaign

How To Track Sales In Active CampaignHow To Track Sales In Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact submits a form E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular 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 email Alert 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Track Sales In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a form The contact buys A tag is contributed to the contact A customized field is upgraded with a particular worth From there, you can create Conditions, to check whether the contact has a certain tag or custom field worth.

How To Track Sales In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date takes place A customized field is upgraded with a particular value You do not produce emails 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 construct my e-mail course exactly how I want to construct it. Many marketers develop really basic email series for their “email courses.” A contact signs up, and then that contact instantly starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Track Sales In Active Campaign

Here’s the automation I utilize to invite new trainees 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 Track Sales In Active Campaign).” The automation verifies 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” email to get the students prepared for next week’s course, and motivate them to share it with good friends.

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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send the exact same e-mail to every person on my list. I wish to send them the proper email for their level of engagement – How To Track Sales In Active Campaign. How To Track Sales In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently acquired the product I pitch in the webinar.

How To Track Sales In 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 contributed to an automation promoting a rebroadcast of the webinar. How To Track Sales 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 add tags based upon whether the contact signed up, participated in, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

How To Track Sales In 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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still want 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 email list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation using a different automation) – How To Track Sales In Active Campaign.

How To Track Sales In Active Campaign

How To Track Sales In Active CampaignHow To Track Sales In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. How To Track Sales In Active Campaign. I used to add this tag when they clicked 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 want my emails?” verification.