To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert a staff 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 goal’s place 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 Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Activecampaign Features.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a certain worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom-made field value.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date occurs A customized field is updated with a specific worth You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to construct it. Numerous marketers build really easy email series for their “email courses.” A contact indications up, and after that that contact right away starts getting lessons.
It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course begins each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I use 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 email (Activecampaign Features).” The automation validates 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 motivate them to share it with good friends.
The contact will start 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 email 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 don’t want to send out the same email to everyone on my list. I desire to send them the proper email for their level of engagement – Activecampaign Features. Activecampaign Features. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already bought the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Activecampaign Features.
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, went to, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received 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 adds 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, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.
Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however 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 e-mail list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they have actually already been removed from the automation utilizing a separate automation) – Activecampaign Features.
The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me know that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. Activecampaign Features. I used to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my e-mails?” verification.