To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A customized field is updated with a particular worth From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field worth.
You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date takes place A custom-made field is updated with a particular value You don’t create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to construct it. Lots of marketers develop extremely easy email sequences for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.
It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. 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 brand-new course starts each Monday early morning. When I first attempted this approach, I was on MailChimp.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment 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.
This enables me to tailor 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, attended, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring built 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 emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts 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, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t suggest.