How To Automate Tasks In Active Campaign

How To Automate Tasks In Active Campaign

How To Automate Tasks In Active CampaignHow To Automate Tasks In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a certain 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 Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Automate Tasks In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A customized field is updated with a specific worth From there, you can create Conditions, to check whether the contact has a specific tag or custom field worth.

How To Automate Tasks In Active Campaign

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date happens A customized field is upgraded with a certain worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I want to develop it. Lots of online marketers construct very easy email series for their “email courses.” A contact register, and then that contact right away starts getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Automate Tasks In Active Campaign

Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Automate Tasks In Active Campaign).” 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 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 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 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 want to send out the very same email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – How To Automate Tasks In Active Campaign. How To Automate Tasks In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

How To Automate Tasks In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Automate Tasks In Active Campaign.

This allows me to customize 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 signed up, attended, missed, or based upon for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Automate Tasks 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 e-mails. When a contact subscribes, this automation adds 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 separate automation eliminates them from this automation, removes 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. But, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation using a different automation) – How To Automate Tasks In Active Campaign.

How To Automate Tasks In Active Campaign

How To Automate Tasks In Active CampaignHow To Automate Tasks In Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. How To Automate Tasks In Active Campaign. I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my emails?” confirmation.