Customize Active Campaign

Customize Active Campaign

Customize Active CampaignCustomize Active Campaign

To begin developing an automation in ActiveCampaign, begin 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 sends a kind E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for screening 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Customize Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field worth.

Customize Active Campaign

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

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I wish to build it. Numerous online marketers construct extremely simple email sequences for their “e-mail courses.” A contact indications up, and after that that contact right away begins getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My email 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 attempted this method, I was on MailChimp.

Customize Active Campaign

Here’s the automation I utilize to welcome brand-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 (Customize 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” e-mail to get the trainees all set for next week’s course, and encourage them to share it with good friends.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 desire to send out the exact same e-mail to every individual on my list. I want to send them the appropriate e-mail for their level of engagement – Customize Active Campaign. Customize Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently bought the item I pitch in the webinar.

Customize Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they immediately hit the “Goal” toward 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. Customize 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, or based upon how long they remained in the webinar. These tags can then trigger 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 emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Customize Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not recommend.

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

Customize Active Campaign

Customize Active CampaignCustomize 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 form adds a tag that I utilize to filter those contacts out. Customize Active Campaign. I used to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my e-mails?” verification.