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To start constructing 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 signs up for a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location 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 information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Image Mobile Device Shows Full Size.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field worth.
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You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date takes place A custom field is updated 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 comparison. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I ‘d like to build it. Many marketers construct very easy e-mail series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I first tried this method, I was on MailChimp.
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Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Image Mobile Device Shows Full Size).” The automation confirms 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 students ready for next week’s course, and encourage them to share it with buddies.
The contact will begin 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 email 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 do not want to send the same email to every person on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Image Mobile Device Shows Full Size. Active Campaign Image Mobile Device Shows Full Size. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the product I pitch in the webinar.
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Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Image Mobile Device Shows Full Size.
This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact registered, attended, 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 promos tab. Individuals who do not open my e-mails make it harder for other emails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.
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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 includes 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, eliminates all of those tags, and begins 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 option. However, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t advise.
Some customers don’t have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they have actually currently been removed from the automation utilizing a different automation) – Active Campaign Image Mobile Device Shows Full Size.
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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 understand that they don’t have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign Image Mobile Device Shows Full Size. I used 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 dependably! I only send out an easy “do you still desire my emails?” verification.