Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer ServiceUsing Active Campaign To Automate Customer Service

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip 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 details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Using Active Campaign To Automate Customer Service.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can develop Conditions, to check whether the contact has a specific tag or custom-made field worth.

Using Active Campaign To Automate Customer Service

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date occurs A custom field is upgraded with a particular value You do not develop e-mails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.

Using Active Campaign To Automate Customer Service

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Using Active Campaign To Automate Customer Service).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the exact same e-mail to everyone on my list. I desire to send them the appropriate email for their level of engagement – Using Active Campaign To Automate Customer Service. Using Active Campaign To Automate Customer Service. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already acquired the item I pitch in the webinar.

Using Active Campaign To Automate Customer Service

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 register, they immediately struck the “Goal” 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. Using Active Campaign To Automate Customer Service.

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 include tags based upon whether the contact signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then activate 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 don’t open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Using Active Campaign To Automate Customer Service

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts 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 option. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t advise.

Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation using a different automation) – Using Active Campaign To Automate Customer Service.

Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer ServiceUsing Active Campaign To Automate Customer Service

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Using Active Campaign To Automate Customer Service. I used to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my emails?” verification.