Activecampaign Merge Contacts

Activecampaign Merge Contacts

Activecampaign Merge ContactsActivecampaign Merge Contacts

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Notify 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 objective’s place 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 details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Activecampaign Merge Contacts.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is included to the contact A custom-made field is updated with a specific value From there, you can develop Conditions, to check whether the contact has a particular tag or custom field value.

Activecampaign Merge Contacts

You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date occurs A customized field is upgraded with a certain worth You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I want to construct it. Numerous marketers develop very basic email sequences for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

Activecampaign Merge Contacts

Here’s the automation I use to welcome 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 Merge Contacts).” 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 out a “pump up” email to get the students ready for next week’s course, and motivate them to share it with good friends.

The contact will begin 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 morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the very same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Activecampaign Merge Contacts. Activecampaign Merge Contacts. 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 Merge Contacts

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Activecampaign Merge Contacts.

This enables me to customize 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, attended, 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 cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

Activecampaign Merge Contacts

Here’s an automation I obtained 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 includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over 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 option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not recommend.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they’ve already been eliminated from the automation using a separate automation) – Activecampaign Merge Contacts.

Activecampaign Merge Contacts

Activecampaign Merge ContactsActivecampaign Merge Contacts

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me understand that they do not have tracking allowed. This kind adds a tag that I utilize to filter those contacts out. Activecampaign Merge Contacts. I utilized to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my emails?” verification.