To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform a staff 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 goal’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 information Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – “Active Campaign”.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A customized field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or customized field value.
You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date happens A custom-made field is updated with a specific value You don’t produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I want to construct it. Many online marketers build extremely simple email series for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.
It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday early morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (“Active Campaign”).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees all set for next week’s course, and motivate them to share it with buddies.
The contact will begin 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 e-mail 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 want to send out the very same email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – “Active Campaign”. “Active Campaign”. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently bought the item I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. “Active Campaign”.
This allows 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, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I got 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.
This automation can be overwhelming initially, and this is among 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, in some cases you need to build things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not suggest.
Some customers don’t have tracking switched on, so their opens aren’t taped. Others still want to be subscribed but have been busy. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they’ve already been gotten rid of from the automation using a separate automation) – “Active Campaign”.
The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This form includes a tag that I utilize to filter those contacts out. “Active Campaign”. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still want my e-mails?” confirmation.