Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site choices (offered in the “Pro” strategy) 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 Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’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 information Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How To Send Leads To Team.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A custom field is updated with a certain worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom field value.

Active Campaign How To Send Leads To Team

You can also 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 eliminated The contact makes a purchase A date takes place A custom field is updated with a particular value You don’t develop e-mails in ConvertKit’s Automations.

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

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

Active Campaign How To Send Leads To Team

Here’s the automation I use to welcome brand-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 Send Leads To Team).” 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 motivate them to share it with buddies.

The contact will begin 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 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 individual on my list. I want to send them the proper email for their level of engagement – Active Campaign How To Send Leads To Team. Active Campaign How To Send Leads To Team. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already acquired the item I pitch in the webinar.

Active Campaign How To Send Leads To Team

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Send Leads To Team.

This allows 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 signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign How To Send Leads To Team

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and starts this automation over 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 service. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail 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 e-mail (if they already clicked the confirmation link in the previous email, they’ve currently been gotten rid of from the automation utilizing a separate automation) – Active Campaign How To Send Leads To Team.

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

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 utilize to filter those contacts out. Active Campaign How To Send Leads To Team. I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my emails?” confirmation.