To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – “Active Campaign”,Craftcms.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is included to the contact A custom field is upgraded with a certain worth From there, you can produce Conditions, to check whether the contact has a certain tag or custom field value.
You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date takes place A customized field is updated with a certain value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I wish to develop it. Many marketers build very simple e-mail sequences for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.
It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this method, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (“Active Campaign”,Craftcms).” 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” email to get the trainees prepared for next week’s course, and encourage them to share it with friends.
The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email the following Friday 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 same e-mail to everyone on my list. I desire to send them the proper e-mail for their level of engagement – “Active Campaign”,Craftcms. “Active Campaign”,Craftcms. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already 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 immediately struck the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. “Active Campaign”,Craftcms.
This allows me to tailor 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 signed up, participated in, missed, 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 more likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.
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 new tags for 7 days, 30 days, 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 at initially, and this is among those cases where I want 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 have to build things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I do not recommend.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: 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 email (if they currently clicked the verification link in the previous e-mail, they’ve already been eliminated from the automation using a separate automation) – “Active Campaign”,Craftcms.
The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me understand that they do not have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. “Active Campaign”,Craftcms. I used to include this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my emails?” confirmation.