How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (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 eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Use Lead Scoring With Active Campaign.

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

How To Use Lead Scoring With Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date takes place A custom field is upgraded with a certain worth You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I want to construct it. Lots of online marketers build extremely simple e-mail series for their “email courses.” A contact signs up, and then that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email 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 initially attempted this method, I was on MailChimp.

How To Use Lead Scoring With Active Campaign

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Use Lead Scoring With Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till 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 start 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 out the very same email to every individual on my list. I wish to send them the proper e-mail for their level of engagement – How To Use Lead Scoring With Active Campaign. How To Use Lead Scoring With Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

How To Use Lead Scoring With Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they instantly struck the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Use Lead Scoring With Active Campaign.

This allows me to tailor 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, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

How To Use Lead Scoring With 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 brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of 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, in some cases you have to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not recommend.

Some customers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – How To Use Lead Scoring With Active Campaign.

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they don’t have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. How To Use Lead Scoring With Active Campaign. I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still desire my e-mails?” confirmation.