How To Add Email Templates To Deals In Active Campaign

How To Add Email Templates To Deals In Active Campaign

How To Add Email Templates To Deals In Active CampaignHow To Add Email Templates To Deals In Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (offered in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send an e-mail Alert a team 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 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 details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Add Email Templates To Deals 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 form The contact buys A tag is contributed to the contact A custom-made field is upgraded with a particular worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field value.

How To Add Email Templates To Deals In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date occurs A customized field is updated with a particular value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I ‘d like to build it. Numerous marketers construct extremely easy e-mail sequences for their “e-mail courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, but impossible 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 new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.

How To Add Email Templates To Deals In Active Campaign

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Add Email Templates To Deals In Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the trainees all set for next week’s course, and motivate them to share it with friends.

The contact will begin getting lessons the following Monday early 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 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 wish to send out the very same email to every individual on my list. I want to send them the suitable email for their level of engagement – How To Add Email Templates To Deals In Active Campaign. How To Add Email Templates To Deals In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently bought the product I pitch in the webinar.

How To Add Email Templates To Deals In Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Add Email Templates To Deals In Active Campaign.

This allows me to tailor 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, went to, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more 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 the individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

How To Add Email Templates To Deals In Active Campaign

Here’s an automation I obtained 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 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 email, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I want 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 an option to delete inactive subscribers, which I do not advise.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually currently been removed from the automation using a separate automation) – How To Add Email Templates To Deals In Active Campaign.

How To Add Email Templates To Deals In Active Campaign

How To Add Email Templates To Deals In Active CampaignHow To Add Email Templates To Deals In Active Campaign

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 made it possible for. This type includes a tag that I utilize to filter those contacts out. How To Add Email Templates To Deals In Active Campaign. I utilized to add 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 just send an easy “do you still desire my e-mails?” confirmation.