Migrating Active Campaign To Hubspot

Migrating Active Campaign To Hubspot

Migrating Active Campaign To HubspotMigrating Active Campaign To Hubspot

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a kind E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s place 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 Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Migrating Active Campaign To Hubspot.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field worth.

Migrating Active Campaign To Hubspot

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date takes place A custom field is updated with a specific worth You do not develop emails in ConvertKit’s Automations.

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

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. 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 tried this methodology, I was on MailChimp.

Migrating Active Campaign To Hubspot

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Migrating Active Campaign To Hubspot).” The automation confirms 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” e-mail to get the trainees ready for next week’s course, and motivate them to share it with good friends.

The contact will start getting lessons the following Monday early 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send the exact same email to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Migrating Active Campaign To Hubspot. Migrating Active Campaign To Hubspot. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already bought the product I pitch in the webinar.

Migrating Active Campaign To Hubspot

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Migrating Active Campaign To Hubspot.

This allows 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 add tags based upon whether the contact registered, attended, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Migrating Active Campaign To Hubspot

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they’ve currently been removed from the automation utilizing a separate automation) – Migrating Active Campaign To Hubspot.

Migrating Active Campaign To Hubspot

Migrating Active Campaign To HubspotMigrating Active Campaign To Hubspot

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. Migrating Active Campaign To Hubspot. I utilized to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my e-mails?” confirmation.