Active Campaign How To Videos

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (readily available in the “Pro” plan) 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 Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’s place 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 Include 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 Videos.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends 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 specific tag or customized field worth.

Active Campaign How To Videos

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however 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 upgraded 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 comparison. The main method I build my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to develop it. Many online marketers develop extremely easy email sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately begins getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign How To Videos

Here’s the automation I utilize to welcome 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 Videos).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday early 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the exact same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Active Campaign How To Videos. Active Campaign How To Videos. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.

Active Campaign How To Videos

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately struck the “Goal” toward 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 Videos.

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 include tags based upon whether the contact registered, attended, missed, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign How To Videos

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell 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 different automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t advise.

Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they have actually currently been eliminated from the automation utilizing a separate automation) – Active Campaign How To Videos.

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

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 understand that they do not have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign How To Videos. I utilized to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out a basic “do you still desire my e-mails?” confirmation.

Active Campaign How To Videos

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform 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 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 website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How To Videos.

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

Active Campaign How To Videos

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date occurs A customized field is updated with a certain worth 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 way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I ‘d like to develop it. Lots of online marketers construct really simple email series for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. 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 begins each Monday early morning. When I initially tried this approach, I was on MailChimp.

Active Campaign How To Videos

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How To Videos).” 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” 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 out on 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send the same email to every person on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign How To Videos. Active Campaign How To Videos. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

Active Campaign How To Videos

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they instantly hit the “Goal” toward completion 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 Videos.

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, attended, 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 most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Active Campaign How To Videos

Here’s an automation I got from ActiveCampaign’s library of automations, which I use to tell 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, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates 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 among those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I don’t advise.

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

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

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 includes a tag that I utilize to filter those contacts out. Active Campaign How To Videos. I used to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my emails?” verification.