Active Campaign How To Copy A Deal

Active Campaign How To Copy A Deal

Active Campaign How To Copy A DealActive Campaign How To Copy A Deal

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

From there, you can begin building the actions in your automation. Some actions that are available 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 goals (The contact can avoid to the goal’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 information Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign How To Copy A Deal.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Active Campaign How To Copy A Deal

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date occurs A custom-made field is updated with a particular worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I ‘d like to construct it. Lots of online marketers construct extremely easy e-mail series for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday morning. When I first tried this approach, I was on MailChimp.

Active Campaign How To Copy A Deal

Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign How To Copy A Deal).” The automation validates 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 all set for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday 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 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 want to send the exact same email to every person on my list. I wish to send them the proper email for their level of engagement – Active Campaign How To Copy A Deal. Active Campaign How To Copy A Deal. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently acquired the product I pitch in the webinar.

Active Campaign How To Copy A Deal

Then it sends out 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 “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Copy A Deal.

This enables me to tailor 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, attended, missed, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, 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 emails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Active Campaign How To Copy A Deal

Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 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 at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not advise.

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

Active Campaign How To Copy A Deal

Active Campaign How To Copy A DealActive Campaign How To Copy A Deal

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 do not have tracking enabled. This kind adds a tag that I utilize to filter those contacts out. Active Campaign How To Copy A Deal. I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my e-mails?” confirmation.