Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A CrmCan I Use Active Campaign As A Crm

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off 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 (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’s place 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 Customized Audience management are all “Pro” functions – Can I Use Active Campaign As A Crm.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is contributed to the contact A customized field is upgraded with a specific value From there, you can develop Conditions, to check whether the contact has a particular tag or custom-made field value.

Can I Use Active Campaign As A Crm

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 included or gotten rid of The contact buys A date occurs A custom-made field is updated with a particular worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I want to develop it. Numerous online marketers construct really basic e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. 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 begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

Can I Use Active Campaign As A Crm

Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Can I Use Active Campaign As A Crm).” 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” e-mail to get the students prepared for next week’s course, and encourage them to share it with buddies.

The contact will begin 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 e-mail 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 exact same e-mail to everyone on my list. I desire to send them the appropriate email for their level of engagement – Can I Use Active Campaign As A Crm. Can I Use Active Campaign As A Crm. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.

Can I Use Active Campaign As A Crm

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they immediately struck the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Can I Use Active Campaign As A Crm.

This allows me to personalize 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 registered, participated in, missed, or based upon how long they remained in the webinar. These tags can then set off 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 don’t open my e-mails make it harder for other e-mails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Can I Use Active Campaign As A Crm

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, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be frustrating at first, 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 develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not advise.

Some customers do not have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation using a different automation) – Can I Use Active Campaign As A Crm.

Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A CrmCan I Use Active Campaign As A Crm

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. Can I Use Active Campaign As A Crm. I utilized to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my emails?” confirmation.