Active Campaign Best Tagging Practices

Active Campaign Best Tagging Practices

Active Campaign Best Tagging PracticesActive Campaign Best Tagging Practices

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (readily available in the “Pro” plan) 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 a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (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 details Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Best Tagging Practices.

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

Active Campaign Best Tagging Practices

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date happens A customized field is updated with a specific value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop 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. Many online marketers build very simple email sequences for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

Active Campaign Best Tagging Practices

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Best Tagging Practices).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and motivate them to share it with 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 do not wish 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 – Active Campaign Best Tagging Practices. Active Campaign Best Tagging Practices. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.

Active Campaign Best Tagging Practices

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Best Tagging Practices.

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 signed up, attended, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign Best Tagging 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they have actually currently been eliminated from the automation utilizing a separate automation) – Active Campaign Best Tagging Practices.

Active Campaign Best Tagging Practices

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