Active Campaign Automation Recipes

Active Campaign Automation Recipes

Active Campaign Automation RecipesActive Campaign Automation Recipes

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, consisting of: 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 (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 information Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Automation Recipes.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a specific worth From there, you can create Conditions, to check whether the contact has a particular tag or custom field value.

Active Campaign Automation Recipes

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date happens A customized field is upgraded with a particular worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to construct it. Many marketers construct very basic email series for their “e-mail courses.” A contact indications up, and then that contact instantly starts getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

Active Campaign Automation Recipes

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Automation Recipes).” The automation confirms 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 ready 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 e-mail 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 don’t desire to send the exact same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Active Campaign Automation Recipes. Active Campaign Automation Recipes. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

Active Campaign Automation Recipes

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automation Recipes.

This allows me to tailor 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, participated in, missed out on, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my e-mails 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 really desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign Automation Recipes

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming at initially, and this is one of 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 construct things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t recommend.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been hectic. 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 tidy. In one week, I send them another email (if they already clicked the verification link in the previous e-mail, they have actually currently been removed from the automation using a different automation) – Active Campaign Automation Recipes.

Active Campaign Automation Recipes

Active Campaign Automation RecipesActive Campaign Automation Recipes

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking allowed. This type adds a tag that I use to filter those contacts out. Active Campaign Automation Recipes. I utilized to add this tag when they clicked on a link, however when individuals 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.