Prebuilt Workflows Active Campaign

Prebuilt Workflows Active Campaign

Prebuilt Workflows Active CampaignPrebuilt Workflows Active Campaign

To start 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 registers for a list When a contact submits a form E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Prebuilt Workflows Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact purchases A tag is included to the contact A custom field is upgraded with a particular value From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field worth.

Prebuilt Workflows Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A custom-made field is upgraded with a particular value 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 e-mail course. ActiveCampaign makes it easy for me to construct my email course precisely how I wish to develop it. Many online marketers develop extremely simple email sequences for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially tried this method, I was on MailChimp.

Prebuilt Workflows Active Campaign

Here’s the automation I utilize to welcome 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 (Prebuilt Workflows Active Campaign).” 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” email to get the trainees all set for next week’s course, and encourage 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 out on registration for next week’s class. They’ll get the pump up email the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the very same email to every person on my list. I want to send them the appropriate e-mail for their level of engagement – Prebuilt Workflows Active Campaign. Prebuilt Workflows Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already purchased the product I pitch in the webinar.

Prebuilt Workflows Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they instantly struck the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Prebuilt Workflows Active Campaign.

This allows me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, went to, missed, or based upon for 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 emails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Prebuilt Workflows Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds 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 eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t recommend.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have actually been hectic. 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 already clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – Prebuilt Workflows Active Campaign.

Prebuilt Workflows Active Campaign

Prebuilt Workflows Active CampaignPrebuilt Workflows Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Prebuilt Workflows Active Campaign. I used 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 out a basic “do you still want my emails?” verification.