How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid 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 Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Bulk Add Tasks In Active Campaign.

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

How To Bulk Add Tasks In Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date occurs A customized field is upgraded with a certain value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I want to construct it. Lots of online marketers construct really easy e-mail series for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. 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 first attempted this methodology, I was on MailChimp.

How To Bulk Add Tasks In Active Campaign

Here’s the automation I utilize to invite new trainees 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 Bulk Add Tasks 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 all set for next week’s course, and motivate them to share it with buddies.

The contact will start getting lessons the following Monday 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 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 very same e-mail to every individual on my list. I wish to send them the suitable e-mail for their level of engagement – How To Bulk Add Tasks In Active Campaign. How To Bulk Add Tasks In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the product I pitch in the webinar.

How To Bulk Add Tasks In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit 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 Bulk Add Tasks 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 combination panel: I can add tags based upon whether the contact signed up, attended, missed, or based upon how long 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. Individuals who do not open my emails make it harder for other emails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

How To Bulk Add Tasks In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t advise.

Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they’ve already been gotten rid of from the automation utilizing a separate automation) – How To Bulk Add Tasks In Active Campaign.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks 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 know that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. How To Bulk Add Tasks In Active Campaign. I utilized to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” confirmation.