Active Campaign. Form Video Tutorials

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email 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 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 Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign. Form Video Tutorials.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A custom-made field is upgraded with a certain value From there, you can develop Conditions, to check whether the contact has a specific tag or customized field worth.
Active Campaign. Form Video Tutorials
You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date happens A custom-made field is updated with a certain worth You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to construct it. Lots of marketers develop really easy e-mail series for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.
It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this methodology, I was on MailChimp.
Active Campaign. Form Video Tutorials
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 email (Active Campaign. Form Video Tutorials).” 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 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 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 exact same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign. Form Video Tutorials. Active Campaign. Form Video Tutorials. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently purchased the item I pitch in the webinar.
Active Campaign. Form Video Tutorials
Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately struck the “Goal” 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. Form Video Tutorials.
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 add tags based upon whether the contact registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promotions 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 actually lead scoring constructed in.
Active Campaign. Form Video Tutorials
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 e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not advise.
Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still wish 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 already clicked the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – Active Campaign. Form Video Tutorials.
Active Campaign. Form Video Tutorials

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This kind includes a tag that I use to filter those contacts out. Active Campaign. Form Video Tutorials. I utilized to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my emails?” confirmation.