Active Campaign Partners

Active Campaign Partners

Active Campaign PartnersActive Campaign Partners

To begin building 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 registers for a list When a contact sends a kind E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid 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 information Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Partners.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off 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 particular worth From there, you can create Conditions, to check whether the contact has a specific tag or customized field value.

Active Campaign Partners

You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date occurs A custom-made field is updated with a specific value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I want to construct it. Lots of marketers construct really easy e-mail series for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.

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Here’s the automation I use to welcome brand-new students 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 Partners).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees prepared 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the same email to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – Active Campaign Partners. Active Campaign Partners. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.

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Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Partners.

This enables me to customize 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, went to, 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 more most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

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Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an option to erase inactive customers, 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 been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they have actually already been removed from the automation utilizing a separate automation) – Active Campaign Partners.

Active Campaign Partners

Active Campaign PartnersActive Campaign Partners

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 understand that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Active Campaign Partners. I used 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 only send a simple “do you still want my emails?” confirmation.