Active Campaign Sort By Custom Field

Active Campaign Sort By Custom Field

Active Campaign Sort By Custom FieldActive Campaign Sort By Custom Field

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Sort By Custom Field.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A customized field is updated with a particular worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom field worth.

Active Campaign Sort By Custom Field

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date takes place A customized field is upgraded with a particular value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to develop it. Numerous online marketers build really basic email series for their “email courses.” A contact signs up, and then that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is manually 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 method, I was on MailChimp.

Active Campaign Sort By Custom Field

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Sort By Custom Field).” The automation confirms 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 motivate them to share it with friends.

The contact will start getting lessons the following Monday early 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 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 same email to everyone on my list. I wish to send them the suitable email for their level of engagement – Active Campaign Sort By Custom Field. Active Campaign Sort By Custom Field. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already bought the item I pitch in the webinar.

Active Campaign Sort By Custom Field

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Sort By Custom Field.

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, participated in, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it more likely that my emails 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 truly want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Active Campaign Sort By Custom Field

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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t advise.

Some customers do not have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – Active Campaign Sort By Custom Field.

Active Campaign Sort By Custom Field

Active Campaign Sort By Custom FieldActive Campaign Sort By Custom Field

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 understand that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. Active Campaign Sort By Custom Field. I used to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my emails?” confirmation.