Active Campaign Manage Tags

Active Campaign Manage Tags

Active Campaign Manage TagsActive Campaign Manage Tags

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Manage Tags.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is added to the contact A custom field is upgraded with a specific worth From there, you can produce Conditions, to examine whether the contact has a certain tag or customized field worth.

Active Campaign Manage Tags

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date takes place A customized field is upgraded with a specific value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I ‘d like to develop it. Many marketers develop really easy e-mail series for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t 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 brand-new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.

Active Campaign Manage Tags

Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Manage Tags).” 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 all set 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 registration 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the exact same email to everyone on my list. I desire to send them the proper email for their level of engagement – Active Campaign Manage Tags. Active Campaign Manage Tags. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently bought the product I pitch in the webinar.

Active Campaign Manage Tags

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately struck the “Objective” towards completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Manage Tags.

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

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Manage Tags

Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 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 frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t advise.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a different automation) – Active Campaign Manage Tags.

Active Campaign Manage Tags

Active Campaign Manage TagsActive Campaign Manage Tags

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me know that they do not have tracking enabled. This type includes a tag that I use to filter those contacts out. Active Campaign Manage Tags. 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 a simple “do you still desire my e-mails?” verification.