Active Campaign Change A Contact Field

Active Campaign Change A Contact Field

Active Campaign Change A Contact FieldActive Campaign Change A Contact Field

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods 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 options (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Change A Contact Field.

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

Active Campaign Change A Contact Field

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, 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 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 contrast. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to build it. Lots of online marketers build extremely basic email sequences for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I first attempted this approach, I was on MailChimp.

Active Campaign Change A Contact Field

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Change A Contact Field).” 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” email to get the trainees ready for next week’s course, and encourage them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email the following Friday 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 desire to send out the same e-mail to everyone on my list. I desire to send them the proper e-mail for their level of engagement – Active Campaign Change A Contact Field. Active Campaign Change A Contact Field. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already purchased the product I pitch in the webinar.

Active Campaign Change A Contact Field

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 hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Change A Contact Field.

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 signed up, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then set off 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. Individuals who do not open my emails make it harder for other emails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign Change A Contact Field

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not advise.

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

Active Campaign Change A Contact Field

Active Campaign Change A Contact FieldActive Campaign Change A Contact Field

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type includes a tag that I use to filter those contacts out. Active Campaign Change A Contact Field. 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 reliably! I only send a simple “do you still desire my emails?” confirmation.