Merging Contacts Active Campaign

Merging Contacts Active Campaign

Merging Contacts Active CampaignMerging Contacts Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included 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 start building the actions in your automation. Some actions that are available 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 objectives (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 Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Merging Contacts 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 included to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a specific tag or customized field worth.

Merging Contacts Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date takes place A customized field is upgraded with a particular value 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 develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to build it. Lots of online marketers develop extremely easy e-mail sequences for their “e-mail courses.” A contact indications up, and then that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

Merging Contacts Active Campaign

Here’s the automation I utilize to invite 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 (Merging Contacts 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 students all set for next week’s course, and motivate them to share it with friends.

The contact will start 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 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 desire to send out the exact same e-mail to every individual on my list. I desire to send them the appropriate e-mail for their level of engagement – Merging Contacts Active Campaign. Merging Contacts Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

Merging Contacts Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they right away struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Merging Contacts Active Campaign.

This enables 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 include tags based upon whether the contact signed up, attended, missed out on, or based upon for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

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

Merging Contacts Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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 adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t recommend.

Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the verification link in the previous email, they have actually currently been gotten rid of from the automation utilizing a separate automation) – Merging Contacts Active Campaign.

Merging Contacts Active Campaign

Merging Contacts Active CampaignMerging Contacts Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. Merging Contacts Active Campaign. I used to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my emails?” verification.