Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation WorkflowActive Campaign Cold Lead Automation Workflow

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify 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 present 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 website messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Cold Lead Automation Workflow.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom-made field is updated with a specific worth From there, you can produce Conditions, to examine whether the contact has a certain tag or customized field value.

Active Campaign Cold Lead Automation Workflow

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date occurs A custom field is updated with a particular worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to build it. Many marketers construct extremely basic email series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Cold Lead Automation Workflow

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Cold Lead Automation Workflow).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and encourage 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 registration 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the same e-mail to every person on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign Cold Lead Automation Workflow. Active Campaign Cold Lead Automation Workflow. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already purchased the product I pitch in the webinar.

Active Campaign Cold Lead Automation Workflow

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 struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Cold Lead Automation Workflow.

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 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 cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign Cold Lead Automation Workflow

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation series: I send 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 e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – Active Campaign Cold Lead Automation Workflow.

Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation WorkflowActive Campaign Cold Lead Automation Workflow

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Active Campaign Cold Lead Automation Workflow. I utilized to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my emails?” confirmation.