Active Campaign How To Use Engagement Tracking Automation

Active Campaign How To Use Engagement Tracking Automation

Active Campaign How To Use Engagement Tracking AutomationActive Campaign How To Use Engagement Tracking Automation

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (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 readily available in ActiveCampaign’s automations are: Send out an email Alert a group 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 details Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How To Use Engagement Tracking Automation.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom field is updated with a certain value From there, you can create Conditions, to examine whether the contact has a specific tag or customized field value.

Active Campaign How To Use Engagement Tracking Automation

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date occurs A customized field is upgraded with a specific 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 way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to develop it. Lots of online marketers build really basic e-mail series for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.

Active Campaign How To Use Engagement Tracking Automation

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign How To Use Engagement Tracking Automation).” 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 prepared for next week’s course, and encourage 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 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 do not want to send out the exact same email to every individual on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign How To Use Engagement Tracking Automation. Active Campaign How To Use Engagement Tracking Automation. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.

Active Campaign How To Use Engagement Tracking Automation

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

This enables me to customize 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, went to, missed out on, 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 more likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.

Active Campaign How To Use Engagement Tracking 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes 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 solution. However, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t suggest.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been removed from the automation utilizing a different automation) – Active Campaign How To Use Engagement Tracking Automation.

Active Campaign How To Use Engagement Tracking Automation

Active Campaign How To Use Engagement Tracking AutomationActive Campaign How To Use Engagement Tracking Automation

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. Active Campaign How To Use Engagement Tracking Automation. I utilized to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still want my e-mails?” confirmation.