Active Campaign Lead Scoring Best Practices

Active Campaign Lead Scoring Best Practices

Active Campaign Lead Scoring Best PracticesActive Campaign Lead Scoring Best Practices

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid 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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Lead Scoring Best Practices.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A custom-made field is updated with a specific worth From there, you can create Conditions, to check whether the contact has a specific tag or custom field value.

Active Campaign Lead Scoring Best Practices

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date occurs A custom-made field is updated with a specific value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to construct it. Lots of marketers construct really simple email series for their “email courses.” A contact register, and then that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this method, I was on MailChimp.

Active Campaign Lead Scoring Best Practices

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Lead Scoring Best Practices).” The automation confirms 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 students ready 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 out on 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 don’t wish to send out the very same e-mail to every person on my list. I desire to send them the proper e-mail for their level of engagement – Active Campaign Lead Scoring Best Practices. Active Campaign Lead Scoring Best Practices. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already bought the item I pitch in the webinar.

Active Campaign Lead Scoring Best Practices

Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Lead Scoring Best Practices.

This enables me to personalize 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, went to, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign Lead Scoring Best Practices

Here’s an automation I obtained 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 brand-new tags for 7 days, thirty 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 again.

This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t suggest.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they’ve already been removed from the automation using a different automation) – Active Campaign Lead Scoring Best Practices.

Active Campaign Lead Scoring Best Practices

Active Campaign Lead Scoring Best PracticesActive Campaign Lead Scoring Best Practices

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they do not have tracking made it possible for. This kind adds a tag that I use to filter those contacts out. Active Campaign Lead Scoring Best Practices. I used to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my emails?” verification.