To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 information Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Activecampaign 360.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is added to the contact A customized field is updated with a specific value From there, you can create Conditions, to inspect whether the contact has a particular tag or customized field value.
You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date happens A custom field is updated with a certain value You don’t create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I want to build it. Many marketers develop extremely basic e-mail sequences for their “email courses.” A contact signs up, and after that that contact instantly begins getting lessons.
It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Activecampaign 360).” The automation verifies 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 all set for next week’s course, and motivate them to share it with friends.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment 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 do not wish to send the very same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Activecampaign 360. Activecampaign 360. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Activecampaign 360.
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, attended, missed, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most 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 e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it adds brand-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, gets rid of all of those tags, and starts 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. But, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not suggest.
Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail 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) – Activecampaign 360.
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Activecampaign 360. I used to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a basic “do you still want my e-mails?” verification.