To begin building 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 (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s location 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 remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Activecampaign Reporting.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A custom-made field is updated with a specific value From there, you can produce Conditions, to examine whether the contact has a certain tag or customized field value.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date happens A custom field is upgraded with a specific worth You do not develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. 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 want to develop it. Many online marketers build very basic email series for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.
It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Activecampaign Reporting).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and encourage 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 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 desire to send the very same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – Activecampaign Reporting. Activecampaign Reporting. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already acquired the product 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 instantly hit the “Goal” toward completion 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 Reporting.
This enables 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 signed up, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell 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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over again.
This automation can be frustrating at initially, 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, often you have to build things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t advise.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually currently been eliminated from the automation utilizing a different automation) – Activecampaign Reporting.
The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking enabled. This kind adds a tag that I utilize to filter those contacts out. Activecampaign Reporting. I used to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my emails?” confirmation.