Automated Lead Scoring Active Campaign

Automated Lead Scoring Active Campaign

Automated Lead Scoring Active CampaignAutomated Lead Scoring Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (readily available in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s location 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 information Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Automated Lead Scoring Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a particular worth From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom field worth.

Automated Lead Scoring Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date happens A custom field is updated with a specific worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I ‘d like to construct it. Many marketers develop extremely basic e-mail series for their “e-mail courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

Automated Lead Scoring Active Campaign

Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Automated Lead Scoring Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday 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 do not want to send the very same e-mail to every person on my list. I want to send them the appropriate email for their level of engagement – Automated Lead Scoring Active Campaign. Automated Lead Scoring Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the product I pitch in the webinar.

Automated Lead Scoring Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly hit the “Goal” towards 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. Automated Lead Scoring Active Campaign.

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 include tags based upon whether the contact signed up, participated in, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Automated Lead Scoring Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates 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 one of those cases where I want 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 construct things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not recommend.

Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve already been eliminated from the automation utilizing a separate automation) – Automated Lead Scoring Active Campaign.

Automated Lead Scoring Active Campaign

Automated Lead Scoring Active CampaignAutomated Lead Scoring Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking allowed. This kind adds a tag that I utilize to filter those contacts out. Automated Lead Scoring Active Campaign. I utilized to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my e-mails?” confirmation.