How Active Campaign Works

How Active Campaign Works

How Active Campaign WorksHow Active Campaign Works

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin 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 testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How Active Campaign Works.

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

How Active Campaign Works

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact buys A date happens A custom field is updated 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 construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to construct it. Many marketers develop really simple e-mail series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

How Active Campaign Works

Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How Active Campaign Works).” 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 all set for next week’s course, and motivate them to share it with good 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 morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send the very same e-mail to every individual on my list. I desire to send them the proper email for their level of engagement – How Active Campaign Works. How Active Campaign Works. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently bought the item I pitch in the webinar.

How Active Campaign Works

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away hit the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How Active Campaign Works.

This allows me to personalize 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 signed up, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

How Active Campaign Works

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t suggest.

Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they’ve currently been removed from the automation using a separate automation) – How Active Campaign Works.

How Active Campaign Works

How Active Campaign WorksHow Active Campaign Works

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me know that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. How Active Campaign Works. I utilized 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.

How Active Campaign Works

How Active Campaign Works

How Active Campaign WorksHow Active Campaign Works

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available 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 e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip 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 details Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How Active Campaign Works.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is added to the contact A customized field is updated with a particular worth From there, you can create Conditions, to examine whether the contact has a certain tag or customized field value.

How Active Campaign Works

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date happens A custom-made field is updated with a certain worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to develop it. Numerous marketers construct really easy email series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.

How Active Campaign Works

Here’s the automation I utilize 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 (How Active Campaign Works).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students all set for next week’s course, and motivate 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 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 the very same email to every person on my list. I wish to send them the proper e-mail for their level of engagement – How Active Campaign Works. How Active Campaign Works. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently purchased the item I pitch in the webinar.

How Active Campaign Works

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How Active Campaign Works.

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 include tags based upon whether the contact registered, attended, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

How Active Campaign Works

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not advise.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. 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 e-mail list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve already been eliminated from the automation utilizing a separate automation) – How Active Campaign Works.

How Active Campaign Works

How Active Campaign WorksHow Active Campaign Works

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 made it possible for. This kind includes a tag that I utilize to filter those contacts out. How Active Campaign Works. I used to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send out a basic “do you still want my e-mails?” confirmation.