Active Campaign Customer Retention Automation

Active Campaign Customer Retention Automation

Active Campaign Customer Retention AutomationActive Campaign Customer Retention Automation

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

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send 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 goal’s location 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 Customized Audience management are all “Pro” functions – Active Campaign Customer Retention Automation.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is added to the contact A custom-made field is upgraded with a certain worth From there, you can develop Conditions, to check whether the contact has a certain tag or custom field worth.

Active Campaign Customer Retention Automation

You can also produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date occurs A custom-made field is updated with a specific value 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 develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I ‘d like to build it. Numerous online marketers build very easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Customer Retention Automation

Here’s the automation I utilize to welcome 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 Customer Retention Automation).” 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” e-mail to get the students prepared for next week’s course, and motivate them to share it with friends.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up e-mail the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the same email to every individual on my list. I desire to send them the proper email for their level of engagement – Active Campaign Customer Retention Automation. Active Campaign Customer Retention Automation. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently acquired the product I pitch in the webinar.

Active Campaign Customer Retention Automation

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Objective” towards 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 Customer Retention Automation.

This enables 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 include tags based upon whether the contact registered, went to, missed out on, or based upon for 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 e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.

Active Campaign Customer Retention Automation

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. 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 email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming at first, 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, often you have to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not recommend.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve already been eliminated from the automation using a different automation) – Active Campaign Customer Retention Automation.

Active Campaign Customer Retention Automation

Active Campaign Customer Retention AutomationActive Campaign Customer Retention Automation

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. Active Campaign Customer Retention Automation. I used to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a basic “do you still desire my e-mails?” verification.