Add New Contact Note “Active Campaign”

Add New Contact Note “Active Campaign”

Add New Contact Note Add New Contact Note “Active Campaign”

To begin 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 subscribes to a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the goal’s location 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 information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Add New Contact Note “Active Campaign”.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is added to the contact A custom field is upgraded with a specific worth From there, you can produce Conditions, to check whether the contact has a particular tag or customized field worth.

Add New Contact Note “Active Campaign”

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date occurs A custom-made field is upgraded with a specific value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to construct it. Numerous marketers construct very easy e-mail series for their “email courses.” A contact signs up, and then that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

Add New Contact Note “Active Campaign”

Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Add New Contact Note “Active Campaign”).” 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 students prepared for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment 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 want to send out the same e-mail to everyone on my list. I want to send them the appropriate email for their level of engagement – Add New Contact Note “Active Campaign”. Add New Contact Note “Active Campaign”. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently acquired the product I pitch in the webinar.

Add New Contact Note “Active Campaign”

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Add New Contact Note “Active Campaign”.

This enables 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 signed up, participated in, missed out on, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions 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” strategy of ActiveCampaign has actually lead scoring integrated in.

Add New Contact Note “Active Campaign”

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 includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not recommend.

Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve currently been eliminated from the automation using a different automation) – Add New Contact Note “Active Campaign”.

Add New Contact Note “Active Campaign”

Add New Contact Note Add New Contact Note “Active Campaign”

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 kind includes a tag that I utilize to filter those contacts out. Add New Contact Note “Active Campaign”. I utilized to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a basic “do you still desire my e-mails?” confirmation.