Active Campaign How To Become Certified

Active Campaign How To Become Certified

Active Campaign How To Become CertifiedActive Campaign How To Become Certified

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 details Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign How To Become Certified.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is contributed to the contact A customized field is upgraded with a certain worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field worth.

Active Campaign How To Become Certified

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A custom field is updated with a certain value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I wish to develop it. Numerous marketers develop really simple e-mail series for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.

Active Campaign How To Become Certified

Here’s the automation I use to welcome new trainees 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 To Become Certified).” 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 out a “pump up” email to get the students ready for next week’s course, and encourage 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 registration for next week’s class. They’ll get the pump up e-mail the following Friday 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 wish to send the exact same email to every person on my list. I desire to send them the suitable email for their level of engagement – Active Campaign How To Become Certified. Active Campaign How To Become Certified. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the product I pitch in the webinar.

Active Campaign How To Become Certified

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign How To Become Certified.

This allows me to customize 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 registered, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my e-mails 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 individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Active Campaign How To Become Certified

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds 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 initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t advise.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send one e-mail 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 confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a different automation) – Active Campaign How To Become Certified.

Active Campaign How To Become Certified

Active Campaign How To Become CertifiedActive Campaign How To Become Certified

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. Active Campaign How To Become Certified. I used to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my e-mails?” verification.