Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert a staff 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 objective’s location 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 Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign How To Duplicate Automation.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom field is updated with a certain worth From there, you can create Conditions, to inspect whether the contact has a specific tag or customized field worth.

Active Campaign How To Duplicate Automation

You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date occurs A custom field is updated with a certain worth You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I want to construct it. Many marketers build really basic e-mail series for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.

Active Campaign How To Duplicate Automation

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign How To Duplicate Automation).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and motivate them to share it with pals.

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 wish to send the exact same email to every person on my list. I want to send them the suitable email for their level of engagement – Active Campaign How To Duplicate Automation. Active Campaign How To Duplicate Automation. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already purchased the item I pitch in the webinar.

Active Campaign How To Duplicate Automation

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Duplicate Automation.

This enables me to customize 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, attended, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more 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 emails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign How To Duplicate Automation

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not suggest.

Some customers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have 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 e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a separate automation) – Active Campaign How To Duplicate Automation.

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

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 allowed. This form adds a tag that I use to filter those contacts out. Active Campaign How To Duplicate Automation. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my emails?” verification.