Active Campaign Flow Chart

Active Campaign Flow Chart

Active Campaign Flow ChartActive Campaign Flow Chart

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site options (offered in the “Pro” strategy) 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 e-mail Notify 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 objective’s location 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 details Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Flow Chart.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is included to the contact A custom field is upgraded with a particular worth From there, you can produce Conditions, to examine whether the contact has a specific tag or custom-made field worth.

Active Campaign Flow Chart

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact purchases A date takes place A customized field is updated with a specific worth You do not develop 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 easy for me to construct my e-mail course exactly how I ‘d like to build it. Numerous online marketers construct very basic e-mail sequences for their “email courses.” A contact indications up, and then that contact immediately begins getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

Active Campaign Flow Chart

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

The contact will start getting lessons the following Monday early 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 wish to send out the exact same email to every person on my list. I desire to send them the suitable email for their level of engagement – Active Campaign Flow Chart. Active Campaign Flow Chart. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already purchased the product I pitch in the webinar.

Active Campaign Flow Chart

Then it sends out a series of emails 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 do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Flow Chart.

This allows 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 signed up, attended, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign Flow Chart

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. 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 different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not recommend.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually already been removed from the automation utilizing a different automation) – Active Campaign Flow Chart.

Active Campaign Flow Chart

Active Campaign Flow ChartActive Campaign Flow Chart

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign Flow Chart. I used to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my e-mails?” confirmation.