How To Add A List To Automation In Active Campaign

How To Add A List To Automation In Active Campaign

How To Add A List To Automation In Active CampaignHow To Add A List To Automation In Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular 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 an email Inform an employee 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Add A List To Automation In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a particular worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom field value.

How To Add A List To Automation In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date occurs A custom field is updated with a certain value 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 e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I wish to develop it. Numerous online marketers develop really easy e-mail sequences for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My email course is manually 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 initially attempted this approach, I was on MailChimp.

How To Add A List To Automation In Active Campaign

Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Add A List To Automation In Active Campaign).” 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 a “pump up” email to get the trainees prepared for next week’s course, and motivate them to share it with pals.

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 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 don’t wish to send out the very same email to everyone on my list. I desire to send them the proper e-mail for their level of engagement – How To Add A List To Automation In Active Campaign. How To Add A List To Automation In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently bought the item I pitch in the webinar.

How To Add A List To Automation In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Add A List To Automation In 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 add 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 promos tab. People who don’t open my emails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

How To Add A List To Automation In 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 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 initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have been busy. Here’s my reactivation series: I send out 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 e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a different automation) – How To Add A List To Automation In Active Campaign.

How To Add A List To Automation In Active Campaign

How To Add A List To Automation In Active CampaignHow To Add A List To Automation In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. How To Add A List To Automation In Active Campaign. I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my emails?” verification.

How To Add A List To Automation In Active Campaign

How To Add A List To Automation In Active Campaign

How To Add A List To Automation In Active CampaignHow To Add A List To Automation In Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send an email Notify a team member 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Add A List To Automation In Active Campaign.

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

How To Add A List To Automation In Active Campaign

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact purchases A date occurs A custom 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 contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I want to construct it. Many marketers construct really simple email series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.

How To Add A List To Automation In 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 all contacts a “welcome e-mail (How To Add A List To Automation In Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with good friends.

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 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 don’t want to send out the same email to everyone on my list. I want to send them the proper e-mail for their level of engagement – How To Add A List To Automation In Active Campaign. How To Add A List To Automation In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already bought the item I pitch in the webinar.

How To Add A List To Automation In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Add A List To Automation In Active Campaign.

This enables me to customize 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 signed up, participated in, missed, or based upon for 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 individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

How To Add A List To Automation In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I use to tell 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, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins 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 solution. However, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have 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 e-mail list clean. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve currently been eliminated from the automation using a separate automation) – How To Add A List To Automation In Active Campaign.

How To Add A List To Automation In Active Campaign

How To Add A List To Automation In Active CampaignHow To Add A List To Automation In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Add A List To Automation In Active Campaign. I used to include 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 only send out a basic “do you still want my emails?” confirmation.