How To Add A New Task In Active Campaign

How To Add A New Task In Active Campaign

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site options (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 offered in ActiveCampaign’s automations are: Send out an e-mail Inform a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the goal’s place 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 details Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Add A New Task In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact purchases A tag is included to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a certain tag or custom field value.

How To Add A New Task In Active Campaign

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date happens A custom-made field is updated with a particular value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to construct it. Lots of marketers construct very simple e-mail series for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my site. You need 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 To Add A New Task In Active Campaign

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (How To Add A New Task In 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 trainees ready 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the very same e-mail to every individual on my list. I desire to send them the suitable email for their level of engagement – How To Add A New Task In Active Campaign. How To Add A New Task In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the product I pitch in the webinar.

How To Add A New Task In Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they immediately struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Add A New Task 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 include tags based upon whether the contact registered, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

How To Add A New Task In Active Campaign

Here’s an automation I received 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 includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not recommend.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish 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 verification link in the previous e-mail, they have actually currently been removed from the automation using a separate automation) – How To Add A New Task In Active Campaign.

How To Add A New Task In Active Campaign

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. How To Add A New Task In Active Campaign. I utilized to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my emails?” verification.