How To Transfer Contacts From Active Campaign To Contactually

How To Transfer Contacts From Active Campaign To Contactually

How To Transfer Contacts From Active Campaign To ContactuallyHow To Transfer Contacts From Active Campaign To Contactually

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’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 Add 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 Transfer Contacts From Active Campaign To Contactually.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom field is updated with a specific value From there, you can produce Conditions, to check whether the contact has a specific tag or custom field value.

How To Transfer Contacts From Active Campaign To Contactually

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date takes place A custom field is upgraded with a particular worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course precisely how I ‘d like to develop it. Numerous marketers construct really easy email sequences for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

How To Transfer Contacts From Active Campaign To Contactually

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Transfer Contacts From Active Campaign To Contactually).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students ready for next week’s course, and encourage them to share it with good friends.

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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the same e-mail to every individual on my list. I want to send them the appropriate e-mail for their level of engagement – How To Transfer Contacts From Active Campaign To Contactually. How To Transfer Contacts From Active Campaign To Contactually. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently bought the product I pitch in the webinar.

How To Transfer Contacts From Active Campaign To Contactually

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they right away struck the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Transfer Contacts From Active Campaign To Contactually.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, participated in, missed, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

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

How To Transfer Contacts From Active Campaign To Contactually

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 adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating in the beginning, and this is one of 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, often you have to construct things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t advise.

Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but 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 the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – How To Transfer Contacts From Active Campaign To Contactually.

How To Transfer Contacts From Active Campaign To Contactually

How To Transfer Contacts From Active Campaign To ContactuallyHow To Transfer Contacts From Active Campaign To Contactually

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type adds a tag that I use to filter those contacts out. How To Transfer Contacts From Active Campaign To Contactually. 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 out a basic “do you still desire my emails?” confirmation.