Invoicing With Active Campaign

Invoicing With Active Campaign

Invoicing With Active CampaignInvoicing With Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Invoicing With Active Campaign.

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

Invoicing With Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date happens A customized field is upgraded with a specific worth You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I ‘d like to develop it. Many online marketers construct extremely easy email series for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.

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

Invoicing With Active Campaign

Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Invoicing 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 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 begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send the same e-mail to everyone on my list. I wish to send them the proper email for their level of engagement – Invoicing With Active Campaign. Invoicing With Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the item I pitch in the webinar.

Invoicing With Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. Invoicing With Active Campaign.

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 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 most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Invoicing With Active Campaign

Here’s an automation I received 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t recommend.

Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. 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 want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been removed from the automation using a different automation) – Invoicing With Active Campaign.

Invoicing With Active Campaign

Invoicing With Active CampaignInvoicing With Active Campaign

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 do not have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. Invoicing With Active Campaign. I used to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my e-mails?” confirmation.