Active Campaign Getting Started

Active Campaign Getting Started

Active Campaign Getting StartedActive Campaign Getting Started

To begin building 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 kind 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 building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid 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 remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Getting Started.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom-made field is updated with a specific value From there, you can create Conditions, to inspect whether the contact has a specific tag or custom-made field value.

Active Campaign Getting Started

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date takes place A custom field is updated with a certain value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I ‘d like to construct it. Many online marketers build very simple e-mail sequences for their “email courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first tried this methodology, I was on MailChimp.

Active Campaign Getting Started

Here’s the automation I use 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 e-mail (Active Campaign Getting Started).” The automation verifies 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 trainees all set for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday early 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 early 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 the exact same e-mail to everyone on my list. I want to send them the appropriate email for their level of engagement – Active Campaign Getting Started. Active Campaign Getting Started. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the item I pitch in the webinar.

Active Campaign Getting Started

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately hit 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 Getting Started.

This enables me to personalize 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, participated in, missed out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign Getting Started

Here’s an automation I obtained 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 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 starts this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I don’t suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they’ve currently been removed from the automation using a different automation) – Active Campaign Getting Started.

Active Campaign Getting Started

Active Campaign Getting StartedActive Campaign Getting Started

The automation then unsubscribes them. My emails likewise have a link to a kind 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 Getting Started. I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my emails?” confirmation.