Import Active Campaign Data Into Pretty Report

Import Active Campaign Data Into Pretty Report

Import Active Campaign Data Into Pretty ReportImport Active Campaign Data Into Pretty Report

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a specific 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 Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Import Active Campaign Data Into Pretty Report.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A custom field is updated with a certain worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field worth.

Import Active Campaign Data Into Pretty Report

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date occurs A customized field is updated with a particular worth You do not create 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 email course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to build it. Lots of online marketers develop very basic email series for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.

It was easy to develop 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 have to sign up by Friday night, and a new course starts each Monday morning. When I first tried this method, I was on MailChimp.

Import Active Campaign Data Into Pretty Report

Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Import Active Campaign Data Into Pretty Report).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the students all set 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 enrollment for next week’s class. They’ll get the pump up e-mail the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the very same e-mail to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – Import Active Campaign Data Into Pretty Report. Import Active Campaign Data Into Pretty Report. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product I pitch in the webinar.

Import Active Campaign Data Into Pretty Report

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Import Active Campaign Data Into Pretty Report.

This enables 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 signed up, 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 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 e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Import Active Campaign Data Into Pretty Report

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send one email 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 email (if they already clicked on the verification link in the previous e-mail, they’ve already been eliminated from the automation utilizing a separate automation) – Import Active Campaign Data Into Pretty Report.

Import Active Campaign Data Into Pretty Report

Import Active Campaign Data Into Pretty ReportImport Active Campaign Data Into Pretty Report

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking enabled. This form includes a tag that I use to filter those contacts out. Import Active Campaign Data Into Pretty Report. I used to include this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my emails?” confirmation.