Active Campaign Tag Spreadsheet

Active Campaign Tag Spreadsheet

Active Campaign Tag SpreadsheetActive Campaign Tag Spreadsheet

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site choices (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 out an email Alert a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Tag Spreadsheet.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom field is upgraded with a particular worth From there, you can produce Conditions, to check whether the contact has a certain tag or custom-made field value.

Active Campaign Tag Spreadsheet

You can also develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date occurs A custom-made field is upgraded with a particular value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I wish to construct it. Lots of online marketers construct very basic email series for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was easy to build 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 site. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign Tag Spreadsheet

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Tag Spreadsheet).” 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 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 enrollment for next week’s class. They’ll get the pump up email 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 do not wish to send out the same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign Tag Spreadsheet. Active Campaign Tag Spreadsheet. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

Active Campaign Tag Spreadsheet

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately struck the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Tag Spreadsheet.

This enables me to tailor 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, attended, missed out on, or based upon the length of time 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 promotions tab. People who do not open my e-mails make it harder for other emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

Active Campaign Tag Spreadsheet

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

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not recommend.

Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. 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 clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they’ve currently been eliminated from the automation using a different automation) – Active Campaign Tag Spreadsheet.

Active Campaign Tag Spreadsheet

Active Campaign Tag SpreadsheetActive Campaign Tag Spreadsheet

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 do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. Active Campaign Tag Spreadsheet. I used to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my e-mails?” confirmation.