Active Campaign Crm Feature And Benefits

Active Campaign Crm Feature And Benefits

Active Campaign Crm Feature And BenefitsActive Campaign Crm Feature And Benefits

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

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Crm Feature And Benefits.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is included to the contact A custom field is updated with a certain worth From there, you can produce Conditions, to check whether the contact has a specific tag or customized field value.

Active Campaign Crm Feature And Benefits

You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date happens A custom field is upgraded with a specific worth You don’t produce 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 precisely how I ‘d like to construct it. Lots of marketers develop really basic e-mail series for their “email courses.” A contact register, and then that contact right away starts getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my site. You have 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 Crm Feature And Benefits

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Crm Feature And Benefits).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students ready for next week’s course, and encourage them to share it with pals.

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 do not wish to send the same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Crm Feature And Benefits. Active Campaign Crm Feature And Benefits. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already acquired the item I pitch in the webinar.

Active Campaign Crm Feature And Benefits

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, 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 Crm Feature And Benefits.

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

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

Active Campaign Crm Feature And Benefits

Here’s an automation I received 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t suggest.

Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want 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 currently clicked the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a separate automation) – Active Campaign Crm Feature And Benefits.

Active Campaign Crm Feature And Benefits

Active Campaign Crm Feature And BenefitsActive Campaign Crm Feature And Benefits

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. Active Campaign Crm Feature And Benefits. I utilized to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still want my e-mails?” verification.