Active Campaign Documentation

Active Campaign Documentation

Active Campaign DocumentationActive Campaign Documentation

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out 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 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Documentation.

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

Active Campaign Documentation

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date takes place A custom field is upgraded with a particular value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to construct it. Lots of marketers develop very basic email sequences for their “email courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign Documentation

Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Documentation).” 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 all set for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday 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 email 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 very same email to every individual on my list. I want to send them the proper email for their level of engagement – Active Campaign Documentation. Active Campaign Documentation. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already acquired the product I pitch in the webinar.

Active Campaign Documentation

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Objective” towards the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Documentation.

This allows 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 include tags based upon whether the contact registered, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign Documentation

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. 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 separate automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not advise.

Some subscribers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a separate automation) – Active Campaign Documentation.

Active Campaign Documentation

Active Campaign DocumentationActive Campaign Documentation

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me understand that they don’t have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Active Campaign Documentation. I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my emails?” verification.