Active Campaign Best Practices

Active Campaign Best Practices

Active Campaign Best PracticesActive Campaign Best Practices

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Inform a team member Wait conditions If/then conditionals Split traffic for testing Avoid 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 present 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 Custom-made Audience management are all “Pro” functions – Active Campaign Best Practices.

Contrast with ConvertKit‘s Automations, which are more restricted. 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 custom-made field is updated with a particular worth From there, you can develop Conditions, to examine whether the contact has a certain tag or custom-made field worth.

Active Campaign Best Practices

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date takes place A custom-made field is updated with a particular value You don’t create e-mails 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 email course. ActiveCampaign makes it easy for me to develop my email course exactly how I wish to build it. Many online marketers develop really basic e-mail series for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. 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 starts each Monday morning. When I initially attempted this method, I was on MailChimp.

Active Campaign Best Practices

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Best Practices).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with good 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 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 very same email to every person on my list. I desire to send them the suitable e-mail for their level of engagement – Active Campaign Best Practices. Active Campaign Best Practices. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the product I pitch in the webinar.

Active Campaign Best Practices

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately hit the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Best Practices.

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, attended, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign Best Practices

Here’s an automation I received 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 adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates 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 want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not recommend.

Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve already been removed from the automation using a separate automation) – Active Campaign Best Practices.

Active Campaign Best Practices

Active Campaign Best PracticesActive Campaign Best Practices

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 enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign Best Practices. I utilized to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my e-mails?” confirmation.