Active Campaign Setup

Active Campaign Setup

Active Campaign SetupActive Campaign Setup

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a particular 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 an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the goal’s place 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 site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Setup.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is contributed to the contact A customized field is updated with a specific worth From there, you can create Conditions, to inspect whether the contact has a specific tag or custom-made field worth.

Active Campaign Setup

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date occurs A custom-made field is updated with a particular value You do not create e-mails in ConvertKit’s Automations.

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

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this methodology, I was on MailChimp.

Active Campaign Setup

Here’s the automation I use to welcome 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 Setup).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with good friends.

The contact will start getting lessons the following Monday early 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 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 the exact same e-mail to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign Setup. Active Campaign Setup. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently bought the product I pitch in the webinar.

Active Campaign Setup

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Setup.

This allows me to tailor 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 trigger automations within ActiveCampaign.

It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Setup

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not advise.

Some subscribers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining 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 email, they have actually currently been removed from the automation using a different automation) – Active Campaign Setup.

Active Campaign Setup

Active Campaign SetupActive Campaign Setup

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Active Campaign Setup. I utilized to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” confirmation.