Customer Service Automation Active Campaign

Customer Service Automation Active Campaign

Customer Service Automation Active CampaignCustomer Service Automation Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid 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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Customer Service Automation Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom field is updated with a particular worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom field worth.

Customer Service Automation Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date occurs A custom field is upgraded with a certain value You do not produce e-mails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first tried this method, I was on MailChimp.

Customer Service Automation Active Campaign

Here’s the automation I use to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Customer Service Automation Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students ready for next week’s course, and motivate them to share it with friends.

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 very same email to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Customer Service Automation Active Campaign. Customer Service Automation Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already purchased the product I pitch in the webinar.

Customer Service Automation Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Customer Service Automation 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 registered, attended, missed out on, or based upon for 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 do not open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

Customer Service Automation Active Campaign

Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t suggest.

Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they’ve already been gotten rid of from the automation using a separate automation) – Customer Service Automation Active Campaign.

Customer Service Automation Active Campaign

Customer Service Automation Active CampaignCustomer Service Automation Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they do not have tracking allowed. This kind adds a tag that I use to filter those contacts out. Customer Service Automation Active Campaign. I utilized to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send out an easy “do you still want my e-mails?” verification.