Active Campaign How Do I Add Tags

Active Campaign How Do I Add Tags

Active Campaign How Do I Add TagsActive Campaign How Do I Add Tags

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s place 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 information Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign How Do I Add Tags.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is added to the contact A customized field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a particular tag or custom-made field worth.

Active Campaign How Do I Add Tags

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date occurs A custom-made field is updated with a certain worth 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 construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to develop it. Many online marketers develop extremely basic e-mail series for their “email courses.” A contact register, and then that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

Active Campaign How Do I Add Tags

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How Do I Add Tags).” 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 trainees all set for next week’s course, and motivate them to share it with good friends.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign How Do I Add Tags. Active Campaign How Do I Add Tags. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product I pitch in the webinar.

Active Campaign How Do I Add Tags

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly hit the “Objective” 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 How Do I Add Tags.

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 add tags based upon whether the contact signed up, participated in, missed out on, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign How Do I Add Tags

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 includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not advise.

Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation utilizing a separate automation) – Active Campaign How Do I Add Tags.

Active Campaign How Do I Add Tags

Active Campaign How Do I Add TagsActive Campaign How Do I Add Tags

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type adds a tag that I use to filter those contacts out. Active Campaign How Do I Add Tags. I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my e-mails?” verification.