Active Campaign When Should I Tag People

Active Campaign When Should I Tag People

Active Campaign When Should I Tag PeopleActive Campaign When Should I Tag People

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact submits a kind E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a certain 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 e-mail 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 avoid 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 Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign When Should I Tag People.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field worth.

Active Campaign When Should I Tag People

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date takes place A custom field is upgraded with a particular worth 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 primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to develop it. Many marketers build very basic email sequences for their “e-mail courses.” A contact indications up, and then that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign When Should I Tag People

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign When Should I Tag People).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and encourage them to share it with good friends.

The contact will begin 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 early morning, and lessons the Monday after that. It was impossible 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 want to send them the appropriate e-mail for their level of engagement – Active Campaign When Should I Tag People. Active Campaign When Should I Tag People. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already purchased the item I pitch in the webinar.

Active Campaign When Should I Tag People

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign When Should I Tag People.

This enables me to tailor 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 signed up, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it most 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 e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign When Should I Tag People

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 includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not recommend.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they already clicked the verification link in the previous e-mail, they have actually already been removed from the automation using a separate automation) – Active Campaign When Should I Tag People.

Active Campaign When Should I Tag People

Active Campaign When Should I Tag PeopleActive Campaign When Should I Tag People

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 understand that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. Active Campaign When Should I Tag People. I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send a simple “do you still desire my emails?” confirmation.