Active Campaign, Merge Contacts

Active Campaign, Merge Contacts

Active Campaign, Merge ContactsActive Campaign, Merge Contacts

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Alert 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 objective’s location 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign, Merge Contacts.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom field is upgraded with a particular worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom field worth.

Active Campaign, Merge Contacts

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A custom field is updated with a particular worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to construct it. Many marketers develop very simple email series for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, but 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 site. You have to register by Friday night, and a new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.

Active Campaign, Merge Contacts

Here’s the automation I use to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign, Merge Contacts).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till 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 begin 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 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 do not wish to send the very same email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign, Merge Contacts. Active Campaign, Merge Contacts. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently purchased the item I pitch in the webinar.

Active Campaign, Merge Contacts

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 instantly struck the “Objective” towards 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, Merge Contacts.

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 set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to the people who really want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign, Merge Contacts

Here’s an automation I got 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 adds 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 separate automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t recommend.

Some subscribers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they have actually currently been removed from the automation using a separate automation) – Active Campaign, Merge Contacts.

Active Campaign, Merge Contacts

Active Campaign, Merge ContactsActive Campaign, Merge Contacts

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. Active Campaign, Merge Contacts. I utilized to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my emails?” confirmation.