How To Add A Contact To Active Campaign Automation

How To Add A Contact To Active Campaign Automation

How To Add A Contact To Active Campaign AutomationHow To Add A Contact To Active Campaign Automation

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact sends a kind E-commerce and on-site alternatives (readily 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 offered in ActiveCampaign’s automations are: Send out an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip 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 details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Add A Contact To Active Campaign Automation.

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

How To Add A Contact To Active Campaign Automation

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A custom-made field is updated with a particular 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 main way I build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to develop it. Lots of marketers build very basic email series for their “e-mail courses.” A contact register, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t 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 begins each Monday morning. When I first tried this method, I was on MailChimp.

How To Add A Contact To Active Campaign Automation

Here’s the automation I utilize to welcome 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 To Add A Contact To Active Campaign Automation).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and encourage 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 registration 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the exact same e-mail to everyone on my list. I want to send them the proper email for their level of engagement – How To Add A Contact To Active Campaign Automation. How To Add A Contact To Active Campaign Automation. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.

How To Add A Contact To Active Campaign Automation

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Add A Contact To Active Campaign Automation.

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 activate automations within ActiveCampaign.

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

How To Add A Contact To Active Campaign Automation

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 includes 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 starts this automation over again.

This automation can be frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t taped. Others still want 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 email list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they have actually currently been removed from the automation utilizing a different automation) – How To Add A Contact To Active Campaign Automation.

How To Add A Contact To Active Campaign Automation

How To Add A Contact To Active Campaign AutomationHow To Add A Contact To Active Campaign Automation

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me know that they don’t have tracking made it possible for. This type adds a tag that I use to filter those contacts out. How To Add A Contact To Active Campaign Automation. I used to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my e-mails?” verification.