Project Management Software That Interfaces With Active Campaign

Project Management Software That Interfaces With Active Campaign

Project Management Software That Interfaces With Active CampaignProject Management Software That Interfaces With Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a specific 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 an email Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the goal’s place 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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Project Management Software That Interfaces With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is added to the contact A customized field is upgraded with a particular worth From there, you can produce Conditions, to check whether the contact has a certain tag or customized field value.

Project Management Software That Interfaces With Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date occurs A custom-made field is upgraded with a specific value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I want to build it. Lots of online marketers develop very easy e-mail sequences for their “email courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

Project Management Software That Interfaces With Active Campaign

Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Project Management Software That Interfaces With Active Campaign).” The automation verifies 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” e-mail to get the trainees 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 email 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 do not wish to send the exact same email to every individual on my list. I desire to send them the appropriate e-mail for their level of engagement – Project Management Software That Interfaces With Active Campaign. Project Management Software That Interfaces With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

Project Management Software That Interfaces With Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Project Management Software That Interfaces With Active Campaign.

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 registered, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Project Management Software That Interfaces With Active Campaign

Here’s an automation I received 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 includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not suggest.

Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they’ve already been eliminated from the automation using a different automation) – Project Management Software That Interfaces With Active Campaign.

Project Management Software That Interfaces With Active Campaign

Project Management Software That Interfaces With Active CampaignProject Management Software That Interfaces With Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. Project Management Software That Interfaces With Active Campaign. 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 dependably! I only send out a simple “do you still desire my e-mails?” verification.