To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Activecampaign Hubspot.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a form The contact makes a purchase A tag is added to the contact A custom field is upgraded with a certain worth From there, you can produce Conditions, to check whether the contact has a specific tag or customized 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 included or removed The contact buys A date takes place A custom field is upgraded with a particular worth You do not 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 construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to construct it. Lots of online marketers construct really simple e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact instantly starts getting lessons.
It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. 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 brand-new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Activecampaign Hubspot).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with pals.
The contact will start getting lessons the following Monday 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 email the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I do not want to send the same e-mail to everyone on my list. I want to send them the suitable email for their level of engagement – Activecampaign Hubspot. Activecampaign Hubspot. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly struck the “Objective” toward 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 Hubspot.
This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact registered, went to, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it more most 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 individuals who actually want 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 e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts this automation over once again.
This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not recommend.
Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have been hectic. 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 email list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – Activecampaign Hubspot.
The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking allowed. This type adds a tag that I utilize to filter those contacts out. Activecampaign Hubspot. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my emails?” confirmation.