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To start developing 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 form E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Inform an employee 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Forums.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field value.
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You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date happens A custom field is upgraded with a specific value You do not 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 construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course precisely how I ‘d like to construct it. Numerous online marketers construct extremely basic e-mail 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, however impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.
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Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Forums).” The automation validates 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 ready for next week’s course, and motivate them to share it with friends.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up e-mail the following Friday early 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 very same email to everyone on my list. I want to send them the appropriate email for their level of engagement – Active Campaign Forums. Active Campaign Forums. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently acquired the product I pitch in the webinar.
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Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly struck the “Goal” toward 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 Forums.
This allows me to customize 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 signed up, went to, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
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Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t suggest.
Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a different automation) – Active Campaign Forums.
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The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me understand that they don’t have tracking made it possible for. This form includes a tag that I use to filter those contacts out. Active Campaign Forums. I utilized to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my emails?” confirmation.