Active Campaign Sage Integration

Active Campaign Sage Integration

Active Campaign Sage IntegrationActive Campaign Sage Integration

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

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Sage Integration.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field worth.

Active Campaign Sage Integration

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date takes place A custom-made field is upgraded with a specific value You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to build it. Lots of marketers build really simple e-mail sequences for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course starts each Monday morning. When I initially tried this method, I was on MailChimp.

Active Campaign Sage Integration

Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Sage Integration).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday 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 want to send the same email to everyone on my list. I want to send them the proper e-mail for their level of engagement – Active Campaign Sage Integration. Active Campaign Sage Integration. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

Active Campaign Sage Integration

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Sage Integration.

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 signed up, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign Sage Integration

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not advise.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they’ve already been removed from the automation using a separate automation) – Active Campaign Sage Integration.

Active Campaign Sage Integration

Active Campaign Sage IntegrationActive Campaign Sage Integration

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking allowed. This type adds a tag that I use to filter those contacts out. Active Campaign Sage Integration. I utilized to include this tag when they clicked 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 emails?” confirmation.