Active Campaign Lead Scoring Strategy

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 details Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Lead Scoring Strategy.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom-made field is updated with a specific worth From there, you can produce Conditions, to examine whether the contact has a specific tag or custom-made field worth.
Active Campaign Lead Scoring Strategy
You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact makes a purchase A date happens A customized field is updated with a particular value You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I want to build it. Numerous marketers develop really easy e-mail sequences for their “email courses.” A contact signs up, and then that contact immediately starts getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this method, I was on MailChimp.
Active Campaign Lead Scoring Strategy
Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Lead Scoring Strategy).” 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 prepared for next week’s course, and encourage them to share it with good friends.
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 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 don’t wish to send the same e-mail to everyone on my list. I wish to send them the proper email for their level of engagement – Active Campaign Lead Scoring Strategy. Active Campaign Lead Scoring Strategy. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.
Active Campaign Lead Scoring Strategy
Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Lead Scoring Strategy.
This enables 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 signed up, participated in, missed, or based upon how long they stayed in the webinar. These tags can then trigger 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 do not open my e-mails make it harder for other emails to get to the individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Active Campaign Lead Scoring Strategy
Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell 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, one month, 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 once again.
This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not advise.
Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – Active Campaign Lead Scoring Strategy.
Active Campaign Lead Scoring Strategy

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Active Campaign Lead Scoring Strategy. I used to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still desire my e-mails?” verification.