To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a type E-commerce and on-site choices (readily available 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 available in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid 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 details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Activecampaign Conversations.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a kind The contact purchases A tag is included to the contact A customized field is updated with a particular value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field worth.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date occurs A custom-made field is updated with a particular worth You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to construct it. Numerous online marketers build very easy e-mail series for their “e-mail 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 approach. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Activecampaign Conversations).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until 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 start 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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send out the exact same e-mail to everyone on my list. I wish to send them the proper e-mail for their level of engagement – Activecampaign Conversations. Activecampaign Conversations. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently bought the product 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 sign up. If they register, they instantly struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Activecampaign Conversations.
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 add tags based upon whether the contact registered, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of 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 wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t suggest.
Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they have actually currently been removed from the automation utilizing a separate automation) – Activecampaign Conversations.
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking enabled. This type includes a tag that I use to filter those contacts out. Activecampaign Conversations. I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” verification.