Activecampaign Documentation

Activecampaign Documentation

Activecampaign DocumentationActivecampaign Documentation

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact signs up 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 particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid 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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Activecampaign Documentation.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A customized field is upgraded with a specific value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field worth.

Activecampaign Documentation

You can also develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact purchases A date occurs A customized field is updated with a particular value You don’t develop 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 email course. ActiveCampaign makes it simple for me to build my email course precisely how I want to construct it. Numerous marketers construct extremely basic e-mail series for their “email courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My e-mail course is by hand 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.

Activecampaign Documentation

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Activecampaign Documentation).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and encourage them to share it with pals.

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 e-mail the following Friday 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 want to send the exact same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Activecampaign Documentation. Activecampaign Documentation. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently bought the product I pitch in the webinar.

Activecampaign Documentation

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit the “Objective” towards 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. Activecampaign Documentation.

This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact signed up, participated in, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other emails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Activecampaign Documentation

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty 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 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 option. But, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not recommend.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish 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 describing why I keep my email list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – Activecampaign Documentation.

Activecampaign Documentation

Activecampaign DocumentationActivecampaign Documentation

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Activecampaign Documentation. I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my emails?” confirmation.