Proposify Active Campaign

Proposify Active Campaign

Proposify Active CampaignProposify Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site choices (readily available in the “Pro” strategy) 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 Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Proposify Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can produce Conditions, to examine whether the contact has a specific tag or custom field worth.

Proposify Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date happens A custom-made field is updated with a particular worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to construct it. Lots of marketers build really basic email series for their “email courses.” A contact register, and after that that contact right away begins getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.

Proposify Active Campaign

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Proposify Active Campaign).” 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 out a “pump up” e-mail to get the students ready for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday early 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 do not desire to send out the same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Proposify Active Campaign. Proposify Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently acquired the product I pitch in the webinar.

Proposify Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Objective” towards the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Proposify Active Campaign.

This allows me to personalize 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, went to, missed out on, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Proposify 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 e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes 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, removes all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.

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

Proposify Active Campaign

Proposify Active CampaignProposify Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. Proposify Active Campaign. I utilized to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still want my emails?” verification.