Active Campaign Tasks

Active Campaign Tasks

Active Campaign TasksActive Campaign Tasks

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact sends a form E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a specific 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 an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Tasks.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Active Campaign Tasks

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date happens A custom-made field is upgraded with a certain worth You don’t develop emails 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 email course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I want to construct it. Many marketers develop extremely simple email sequences for their “email courses.” A contact indications up, and then that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Tasks

Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Tasks).” The automation verifies 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 ready for next week’s course, and encourage them to share it with good friends.

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 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 don’t wish to send the very same e-mail to every person on my list. I wish to send them the proper email for their level of engagement – Active Campaign Tasks. Active Campaign Tasks. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.

Active Campaign Tasks

Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they instantly struck the “Goal” toward the end 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 Tasks.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, attended, missed, or based upon for 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 promotions tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Tasks

Here’s an automation I received 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 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 different automation eliminates them from this automation, gets rid of 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. However, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not recommend.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous email, they’ve currently been eliminated from the automation utilizing a different automation) – Active Campaign Tasks.

Active Campaign Tasks

Active Campaign TasksActive Campaign Tasks

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me understand that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. Active Campaign Tasks. I used to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my emails?” verification.