To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact submits 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 available in ActiveCampaign’s automations are: Send an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’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 website messages, and Facebook Customized Audience management are all “Pro” features – Activecampaign Email.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a type The contact purchases A tag is included to the contact A custom-made field is upgraded with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field value.
You can also create Occasions, 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 purchases A date takes place A customized field is updated with a certain worth 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 build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to develop it. Lots of marketers construct really easy email series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Activecampaign Email).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students all set for next week’s course, and motivate 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 don’t wish to send the very same e-mail to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – Activecampaign Email. Activecampaign Email. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently purchased 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 register. If they sign up, they right away hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. Activecampaign Email.
This allows 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 add tags based upon whether the contact registered, went to, missed, or based upon for how long they remained 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 promos tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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 new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I do not advise.
Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a different automation) – Activecampaign Email.
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. Activecampaign Email. I used to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my emails?” verification.