G2 Active Campaign

G2 Active Campaign

G2 Active CampaignG2 Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (available in the “Pro” plan) 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 readily 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 skip to the objective’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 Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – G2 Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field value.

G2 Active Campaign

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date happens A customized field is upgraded with a particular value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I want to develop it. Many marketers develop really basic e-mail series for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this method, I was on MailChimp.

G2 Active Campaign

Here’s the automation I utilize to welcome 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 (G2 Active Campaign).” The automation confirms 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 good friends.

The contact will start getting lessons the following Monday early 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 don’t wish to send the very same email to every individual on my list. I want to send them the appropriate email for their level of engagement – G2 Active Campaign. G2 Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently purchased the product I pitch in the webinar.

G2 Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they immediately struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. G2 Active Campaign.

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 signed up, went to, 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. Individuals who don’t open my emails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

G2 Active Campaign

Here’s an automation I got 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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, 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 in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t suggest.

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they have actually already been gotten rid of from the automation using a different automation) – G2 Active Campaign.

G2 Active Campaign

G2 Active CampaignG2 Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind 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 utilize to filter those contacts out. G2 Active Campaign. I utilized to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my emails?” verification.