Can Active Campaign Be Used To Manage Projects

Can Active Campaign Be Used To Manage Projects

Can Active Campaign Be Used To Manage ProjectsCan Active Campaign Be Used To Manage Projects

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: 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” 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 email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip 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 get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Can Active Campaign Be Used To Manage Projects.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is included to the contact A customized field is updated with a certain worth From there, you can develop Conditions, to examine whether the contact has a particular tag or custom-made field worth.

Can Active Campaign Be Used To Manage Projects

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date takes place A customized field is updated with a certain worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to develop it. Lots of online marketers develop very simple email sequences for their “e-mail courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

Can Active Campaign Be Used To Manage Projects

Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Can Active Campaign Be Used To Manage Projects).” The automation confirms 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 all set for next week’s course, and encourage them to share it with buddies.

The contact will start 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 email 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 wish to send the very same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – Can Active Campaign Be Used To Manage Projects. Can Active Campaign Be Used To Manage Projects. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently bought the item I pitch in the webinar.

Can Active Campaign Be Used To Manage Projects

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Goal” toward the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Can Active Campaign Be Used To Manage Projects.

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 registered, participated in, missed out on, or based upon for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

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

Can Active Campaign Be Used To Manage Projects

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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, 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 begins this automation over once again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I don’t suggest.

Some customers do not 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 describing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve already been gotten rid of from the automation using a different automation) – Can Active Campaign Be Used To Manage Projects.

Can Active Campaign Be Used To Manage Projects

Can Active Campaign Be Used To Manage ProjectsCan Active Campaign Be Used To Manage Projects

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me understand that they do not have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. Can Active Campaign Be Used To Manage Projects. I used to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” verification.