Active Campaign Versus Pipedrive

Active Campaign Versus Pipedrive

Active Campaign Versus PipedriveActive Campaign Versus Pipedrive

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Versus Pipedrive.

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

Active Campaign Versus Pipedrive

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date occurs A custom-made field is upgraded with a specific value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to develop it. Lots of marketers build really simple e-mail series for their “e-mail courses.” A contact register, and after that that contact instantly begins getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Versus Pipedrive

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Versus Pipedrive).” 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 trainees ready for next week’s course, and motivate them to share it with pals.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on registration 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the same e-mail to everyone on my list. I want to send them the appropriate email for their level of engagement – Active Campaign Versus Pipedrive. Active Campaign Versus Pipedrive. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently bought the item I pitch in the webinar.

Active Campaign Versus Pipedrive

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately 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 Versus Pipedrive.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact registered, participated in, missed, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign Versus Pipedrive

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes 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 e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation utilizing a different automation) – Active Campaign Versus Pipedrive.

Active Campaign Versus Pipedrive

Active Campaign Versus PipedriveActive Campaign Versus Pipedrive

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This type adds a tag that I use to filter those contacts out. Active Campaign Versus Pipedrive. I utilized to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” confirmation.