Active Campaign How To Send Emails

Active Campaign How To Send Emails

Active Campaign How To Send EmailsActive Campaign How To Send Emails

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the objective’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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign How To Send Emails.

Contrast with ConvertKit‘s Automations, which are more minimal. 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-made field is upgraded with a particular worth From there, you can create Conditions, to inspect whether the contact has a particular tag or custom field value.

Active Campaign How To Send Emails

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date takes place A custom field is updated with a specific value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I want to develop it. Numerous marketers build very easy email sequences for their “email courses.” A contact register, and then that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.

Active Campaign How To Send Emails

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign How To Send Emails).” The automation validates 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 ready for next week’s course, and encourage them to share it with pals.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment 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 same email to everyone on my list. I want to send them the suitable email for their level of engagement – Active Campaign How To Send Emails. Active Campaign How To Send Emails. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently purchased the product I pitch in the webinar.

Active Campaign How To Send Emails

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Send Emails.

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, 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 more most likely that my emails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Active Campaign How To Send Emails

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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t suggest.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly describing 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 e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – Active Campaign How To Send Emails.

Active Campaign How To Send Emails

Active Campaign How To Send EmailsActive Campaign How To Send Emails

The automation then unsubscribes them. My e-mails also have a link to a form 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 use to filter those contacts out. Active Campaign How To Send Emails. I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send a simple “do you still desire my e-mails?” confirmation.

Active Campaign How To Send Emails

Active Campaign How To Send Emails

Active Campaign How To Send EmailsActive Campaign How To Send Emails

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

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Notify a team 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Send Emails.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is included to the contact A custom field is upgraded with a specific value From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field value.

Active Campaign How To Send Emails

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

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I ‘d like to construct it. Many marketers build extremely basic e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday early morning. When I initially tried this method, I was on MailChimp.

Active Campaign How To Send Emails

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign How To Send Emails).” 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 trainees prepared for next week’s course, and encourage them to share it with good friends.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up email the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the exact same email to every person on my list. I wish to send them the suitable email for their level of engagement – Active Campaign How To Send Emails. Active Campaign How To Send Emails. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the item I pitch in the webinar.

Active Campaign How To Send Emails

Then it sends out 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 the end of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Send Emails.

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 add tags based upon whether the contact registered, attended, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to the individuals who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Active Campaign How To Send Emails

Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform 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, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, since 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 advise.

Some subscribers 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 series: I send out one email asking if they still desire 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 e-mail, they’ve currently been removed from the automation utilizing a different automation) – Active Campaign How To Send Emails.

Active Campaign How To Send Emails

Active Campaign How To Send EmailsActive Campaign How To Send Emails

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking enabled. This type includes a tag that I use to filter those contacts out. Active Campaign How To Send Emails. I utilized to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my e-mails?” confirmation.