Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation ChecklistActive Campaign Marketing Automation Checklist

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (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 offered in ActiveCampaign’s automations are: Send out an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for testing Avoid 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 details Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Marketing Automation Checklist.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can create Conditions, to inspect whether the contact has a specific tag or custom field worth.

Active Campaign Marketing Automation Checklist

You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom field is updated with a specific value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I want to build it. Many online marketers construct very easy email sequences for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.

Active Campaign Marketing Automation Checklist

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Marketing Automation Checklist).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees all set for next week’s course, and encourage them to share it with buddies.

The contact will start getting lessons the following Monday early 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 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 out the same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Marketing Automation Checklist. Active Campaign Marketing Automation Checklist. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently acquired the product I pitch in the webinar.

Active Campaign Marketing Automation Checklist

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they right away struck the “Goal” toward the end 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 Marketing Automation Checklist.

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 registered, went to, missed, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign Marketing Automation Checklist

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 adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since 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 suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation utilizing a separate automation) – Active Campaign Marketing Automation Checklist.

Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation ChecklistActive Campaign Marketing Automation Checklist

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me understand 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 Marketing Automation Checklist. I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send out an easy “do you still want my emails?” verification.