Active Campaign Dashboard Show Deal Tasks

Active Campaign Dashboard Show Deal Tasks

Active Campaign Dashboard Show Deal TasksActive Campaign Dashboard Show Deal Tasks

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a certain 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 an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’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 information Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Dashboard Show Deal Tasks.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is added to the contact A customized field is upgraded with a certain value From there, you can create Conditions, to check whether the contact has a specific tag or custom-made field worth.

Active Campaign Dashboard Show Deal Tasks

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date takes place A custom field is updated with a specific worth You don’t develop e-mails in ConvertKit’s Automations.

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

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday early morning. When I initially tried this method, I was on MailChimp.

Active Campaign Dashboard Show Deal Tasks

Here’s the automation I utilize to welcome 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 Dashboard Show Deal Tasks).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send out the exact same email to every person on my list. I want to send them the proper email for their level of engagement – Active Campaign Dashboard Show Deal Tasks. Active Campaign Dashboard Show Deal Tasks. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already acquired the product I pitch in the webinar.

Active Campaign Dashboard Show Deal Tasks

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Dashboard Show Deal Tasks.

This enables me to tailor 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 registered, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign Dashboard Show Deal Tasks

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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 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 again.

This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they’ve already been removed from the automation utilizing a separate automation) – Active Campaign Dashboard Show Deal Tasks.

Active Campaign Dashboard Show Deal Tasks

Active Campaign Dashboard Show Deal TasksActive Campaign Dashboard Show Deal Tasks

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. Active Campaign Dashboard Show Deal Tasks. I used to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my e-mails?” verification.