To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Inform an employee 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 place 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 details Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Activecampaign Affiliate.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a form The contact buys A tag is added to the contact A customized field is upgraded with a particular worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field worth.
You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date occurs A custom field is upgraded with a certain value 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 develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I ‘d like to build it. Many online marketers develop really simple email series for their “e-mail courses.” A contact indications up, and after that that contact instantly begins getting lessons.
It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Activecampaign Affiliate).” 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 students prepared for next week’s course, and encourage them to share it with friends.
The contact will start 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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not desire 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 – Activecampaign Affiliate. Activecampaign Affiliate. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the item I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they immediately struck the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Activecampaign Affiliate.
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 add tags based upon whether the contact signed up, went to, missed, or based upon for 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 e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other emails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds 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, removes all of those tags, and begins this automation over 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, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t advise.
Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they have actually currently been eliminated from the automation utilizing a separate automation) – Activecampaign Affiliate.
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 know that they don’t have tracking allowed. This type includes a tag that I utilize to filter those contacts out. Activecampaign Affiliate. I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my emails?” confirmation.