How Do I Sort By A Tag In Active Campaign

How Do I Sort By A Tag In Active Campaign

How Do I Sort By A Tag In Active CampaignHow Do I Sort By A Tag In 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 included When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify an employee 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How Do I Sort By A Tag In Active Campaign.

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

How Do I Sort By A Tag In 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 included or eliminated The contact buys A date occurs A custom-made field is upgraded with a specific worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I ‘d like to develop it. Lots of marketers develop really easy e-mail sequences for their “email courses.” A contact signs up, and then that contact instantly starts getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not 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 starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.

How Do I Sort By A Tag In Active Campaign

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How Do I Sort By A Tag In Active Campaign).” The automation validates 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” email to get the students all set for next week’s course, and motivate them to share it with pals.

The contact will start getting lessons the following Monday 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 email the following Friday early morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I do not want to send the same email to every individual on my list. I wish to send them the appropriate email for their level of engagement – How Do I Sort By A Tag In Active Campaign. How Do I Sort By A Tag In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

How Do I Sort By A Tag In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they immediately hit the “Objective” towards 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. How Do I Sort By A Tag In 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 add tags based upon whether the contact registered, attended, missed, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How Do I Sort By A Tag In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over 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. But, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t suggest.

Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still want to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation utilizing a different automation) – How Do I Sort By A Tag In Active Campaign.

How Do I Sort By A Tag In Active Campaign

How Do I Sort By A Tag In Active CampaignHow Do I Sort By A Tag In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me understand that they do not have tracking made it possible for. This form adds a tag that I use to filter those contacts out. How Do I Sort By A Tag In Active Campaign. I used to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send out an easy “do you still want my emails?” verification.