Active Campaign How Can I See All My Won Deals

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform a team member Wait conditions If/then conditionals Split traffic for screening Avoid 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign How Can I See All My Won Deals.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A customized field is updated with a specific value From there, you can create Conditions, to check whether the contact has a specific tag or custom field value.
Active Campaign How Can I See All My Won Deals
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A customized field is upgraded with a specific value You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to build it. Lots of online marketers develop really simple e-mail sequences for their “email courses.” A contact indications up, and then that contact instantly begins getting lessons.
It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.
Active Campaign How Can I See All My Won Deals
Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign How Can I See All My Won Deals).” 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 trainees prepared for next week’s course, and encourage 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 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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not desire to send out the exact same e-mail to every individual on my list. I wish to send them the suitable email for their level of engagement – Active Campaign How Can I See All My Won Deals. Active Campaign How Can I See All My Won Deals. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already acquired the item I pitch in the webinar.
Active Campaign How Can I See All My Won Deals
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they right away struck the “Goal” toward completion 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 How Can I See All My Won Deals.
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 registered, went to, missed, or based upon for 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 emails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.
Active Campaign How Can I See All My Won Deals
Here’s an automation I got 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t advise.
Some customers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation using a different automation) – Active Campaign How Can I See All My Won Deals.
Active Campaign How Can I See All My Won Deals

The automation then unsubscribes them. My e-mails 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 allowed. This form includes a tag that I utilize to filter those contacts out. Active Campaign How Can I See All My Won Deals. I utilized to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my emails?” verification.