Active Campaign Crash Course

Active Campaign Crash Course

Active Campaign Crash CourseActive Campaign Crash Course

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain 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 an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for testing 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 details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Crash Course.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is included to the contact A customized field is upgraded with a certain value From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field value.

Active Campaign Crash Course

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date occurs A customized field is upgraded with a particular value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I wish to construct it. Lots of online marketers develop very simple e-mail series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

Active Campaign Crash Course

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign Crash Course).” The automation confirms 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 buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 impossible 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 email for their level of engagement – Active Campaign Crash Course. Active Campaign Crash Course. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already purchased the item I pitch in the webinar.

Active Campaign Crash Course

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit 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 Crash Course.

This allows me to customize 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, went to, missed, or based upon how long they remained in the webinar. These tags can then trigger 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 emails make it harder for other e-mails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Crash Course

Here’s an automation I received 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 adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t 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 want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they’ve currently been eliminated from the automation utilizing a different automation) – Active Campaign Crash Course.

Active Campaign Crash Course

Active Campaign Crash CourseActive Campaign Crash Course

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. Active Campaign Crash Course. I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my emails?” verification.