Active Campaign How To Import A Template

Active Campaign How To Import A Template

Active Campaign How To Import A TemplateActive Campaign How To Import A Template

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the goal’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How To Import A Template.

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

Active Campaign How To Import A Template

You can likewise 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 gotten rid of The contact purchases A date takes place A custom field is updated with a particular worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I wish to construct it. Numerous marketers construct extremely easy e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign How To Import A Template

Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign How To Import A Template).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees all set for next week’s course, and encourage 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 e-mail the following Friday early 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 very same e-mail to everyone on my list. I want to send them the appropriate email for their level of engagement – Active Campaign How To Import A Template. Active Campaign How To Import A Template. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently purchased the item I pitch in the webinar.

Active Campaign How To Import A Template

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they immediately hit the “Objective” towards completion 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 Import A Template.

This enables me to tailor 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, participated in, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign How To Import A Template

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, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. 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 recommend.

Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they’ve currently been eliminated from the automation utilizing a separate automation) – Active Campaign How To Import A Template.

Active Campaign How To Import A Template

Active Campaign How To Import A TemplateActive Campaign How To Import A Template

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. Active Campaign How To Import A Template. I utilized to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my e-mails?” confirmation.