Active Campaign Walkthrough

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a type E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Notify a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’s place 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 site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Walkthrough.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is included to the contact A custom-made field is updated with a specific value From there, you can develop Conditions, to inspect whether the contact has a particular tag or customized field worth.
Active Campaign Walkthrough
You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A customized field is upgraded with a particular worth You don’t produce e-mails 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 e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I wish to build it. Numerous marketers develop extremely basic e-mail sequences for their “email courses.” A contact signs up, and then that contact instantly starts getting lessons.
It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this methodology, I was on MailChimp.
Active Campaign Walkthrough
Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Walkthrough).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail 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 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 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 exact same e-mail to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign Walkthrough. Active Campaign Walkthrough. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.
Active Campaign Walkthrough
Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Walkthrough.
This allows 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, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it most 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 the people who actually want them! The “Pro” plan of ActiveCampaign has lead scoring developed in.
Active Campaign Walkthrough
Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not suggest.
Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a separate automation) – Active Campaign Walkthrough.
Active Campaign Walkthrough

The automation then unsubscribes them. My e-mails also have a link to a type 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 use to filter those contacts out. Active Campaign Walkthrough. I utilized to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still desire my emails?” confirmation.