How To Do Lead Scoring In Active Campaign

How To Do Lead Scoring In Active Campaign

How To Do Lead Scoring In Active CampaignHow To Do Lead Scoring In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (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 details Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Do Lead Scoring In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a kind The contact makes a purchase A tag is contributed to the contact A customized field is updated with a particular worth From there, you can produce Conditions, to examine whether the contact has a specific tag or customized field worth.

How To Do Lead Scoring In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date takes place A custom field is updated with a specific worth You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to develop it. Many marketers build really simple e-mail series for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, however 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 need to sign up by Friday night, and a brand-new course starts each Monday morning. When I first tried this methodology, I was on MailChimp.

How To Do Lead Scoring In Active Campaign

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Do Lead Scoring In Active Campaign).” The automation validates 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 students ready for next week’s course, and encourage 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 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 do not wish to send the same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – How To Do Lead Scoring In Active Campaign. How To Do Lead Scoring In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently bought the product I pitch in the webinar.

How To Do Lead Scoring In Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they instantly hit the “Objective” towards 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 Do Lead Scoring 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 integration panel: I can include tags based upon whether the contact signed up, attended, missed out on, or based upon 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. Individuals who don’t open my e-mails make it harder for other e-mails to get to the individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

How To Do Lead Scoring In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform 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, thirty days, 60 days, etc Each time they open an e-mail, a different 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 at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not recommend.

Some subscribers do not have tracking switched 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 e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they’ve currently been eliminated from the automation utilizing a separate automation) – How To Do Lead Scoring In Active Campaign.

How To Do Lead Scoring In Active Campaign

How To Do Lead Scoring In Active CampaignHow To Do Lead Scoring In Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This form includes a tag that I use to filter those contacts out. How To Do Lead Scoring 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 just send out an easy “do you still want my emails?” verification.

How To Do Lead Scoring In Active Campaign

How To Do Lead Scoring In Active Campaign

How To Do Lead Scoring In Active CampaignHow To Do Lead Scoring In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety 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 kind E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for testing 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Do Lead Scoring In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is added to the contact A custom-made field is updated with a particular worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom-made field value.

How To Do Lead Scoring In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date takes place A custom-made field is updated with a specific worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I ‘d like to develop it. Many marketers construct extremely basic e-mail series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

How To Do Lead Scoring In Active Campaign

Here’s the automation I use to invite 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 Do Lead Scoring 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 buddies.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the same email to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – How To Do Lead Scoring In Active Campaign. How To Do Lead Scoring In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently bought the item I pitch in the webinar.

How To Do Lead Scoring 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 immediately struck the “Objective” towards the end 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 Do Lead Scoring 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 registered, participated in, missed out on, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it 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 emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

How To Do Lead Scoring In Active Campaign

Here’s an automation I obtained 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 includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I do not recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send 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 email (if they currently clicked the verification link in the previous email, they’ve currently been gotten rid of from the automation utilizing a different automation) – How To Do Lead Scoring In Active Campaign.

How To Do Lead Scoring In Active Campaign

How To Do Lead Scoring In Active CampaignHow To Do Lead Scoring 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 understand that they don’t have tracking enabled. This form adds a tag that I utilize to filter those contacts out. How To Do Lead Scoring In Active Campaign. I used to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my e-mails?” verification.