To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate 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 certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Activecampaign Overview.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is included to the contact A customized field is updated with a certain value From there, you can produce Conditions, to inspect whether the contact has a particular tag or customized field worth.
You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date takes place A custom field is upgraded with a specific worth You do not produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I wish to build it. Numerous online marketers develop very basic e-mail sequences for their “e-mail courses.” A contact indications up, and after that that contact instantly starts getting lessons.
It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Activecampaign Overview).” The automation validates 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” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with buddies.
The contact will start getting lessons the following Monday early 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 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 want to send out the same email to every individual on my list. I want to send them the suitable email for their level of engagement – Activecampaign Overview. Activecampaign Overview. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Activecampaign Overview.
This allows me to tailor 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 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 cash, 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 people who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I obtained 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, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.
This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t recommend.
Some subscribers don’t 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 out one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually already been removed from the automation using a different automation) – Activecampaign Overview.
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. Activecampaign Overview. I used to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still want my emails?” confirmation.