Microsoft Dynamics And Active Campaign Integration

Microsoft Dynamics And Active Campaign Integration

Microsoft Dynamics And Active Campaign IntegrationMicrosoft Dynamics And Active Campaign Integration

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate 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 (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Microsoft Dynamics And Active Campaign Integration.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off 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 certain worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field worth.

Microsoft Dynamics And Active Campaign Integration

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date occurs A custom-made field is upgraded with a particular value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to develop it. Numerous marketers build very simple e-mail series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t 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 new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

Microsoft Dynamics And Active Campaign Integration

Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Microsoft Dynamics And Active Campaign Integration).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the students prepared 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 email 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 don’t wish to send out the exact same e-mail to every person on my list. I want to send them the proper email for their level of engagement – Microsoft Dynamics And Active Campaign Integration. Microsoft Dynamics And Active Campaign Integration. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently purchased the item I pitch in the webinar.

Microsoft Dynamics And Active Campaign Integration

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately hit 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. Microsoft Dynamics And Active Campaign Integration.

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 signed up, went to, missed, 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 promotions tab. Individuals who do not open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring built in.

Microsoft Dynamics And Active Campaign Integration

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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, 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 do not recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually already been removed from the automation utilizing a different automation) – Microsoft Dynamics And Active Campaign Integration.

Microsoft Dynamics And Active Campaign Integration

Microsoft Dynamics And Active Campaign IntegrationMicrosoft Dynamics And Active Campaign Integration

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 know that they don’t have tracking allowed. This form adds a tag that I use to filter those contacts out. Microsoft Dynamics And Active Campaign Integration. I utilized to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my e-mails?” confirmation.