Active Campaign Help Desk

Active Campaign Help Desk

Active Campaign Help DeskActive Campaign Help Desk

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip 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 remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Help Desk.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A customized field is updated with a certain value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field worth.

Active Campaign Help Desk

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date happens A custom field is upgraded with a specific 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 method I develop my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I wish to construct it. Lots of online marketers develop really easy e-mail sequences for their “email courses.” A contact register, and after that that contact instantly begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.

Active Campaign Help Desk

Here’s the automation I use to invite 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 Help Desk).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students ready for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday early 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 early 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 want to send out the exact same e-mail to everyone on my list. I want to send them the suitable email for their level of engagement – Active Campaign Help Desk. Active Campaign Help Desk. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

Active Campaign Help Desk

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Help Desk.

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 signed up, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Help Desk

Here’s an automation I received 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and begins 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 solution. But, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not recommend.

Some customers don’t have 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 one email asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually already been gotten rid of from the automation utilizing a separate automation) – Active Campaign Help Desk.

Active Campaign Help Desk

Active Campaign Help DeskActive Campaign Help Desk

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This type adds a tag that I utilize to filter those contacts out. Active Campaign Help Desk. I used to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my emails?” confirmation.