Active Campaign User Manual

Active Campaign User Manual

Active Campaign User ManualActive Campaign User Manual

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the objective’s location in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign User Manual.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is added to the contact A custom field is upgraded with a specific value From there, you can produce Conditions, to inspect whether the contact has a certain tag or customized field value.

Active Campaign User Manual

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date takes place A custom field is upgraded with a specific worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I wish to build it. Many marketers build really basic email series for their “e-mail courses.” A contact signs up, and after that 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 method. My e-mail course is manually 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 User Manual

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

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up email 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 wish to send the very same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Active Campaign User Manual. Active Campaign User Manual. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the item I pitch in the webinar.

Active Campaign User Manual

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Goal” toward 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 User Manual.

This enables me to customize 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 registered, went to, missed, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign User Manual

Here’s an automation I got 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 adds 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 email, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming initially, and this is one of 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 develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t advise.

Some customers 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 describing why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they’ve already been eliminated from the automation utilizing a separate automation) – Active Campaign User Manual.

Active Campaign User Manual

Active Campaign User ManualActive Campaign User Manual

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