How To Download Reports In Active Campaign

How To Download Reports In Active Campaign

How To Download Reports In Active CampaignHow To Download Reports In Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact registers for 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 specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the objective’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 get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Download Reports In Active Campaign.

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

How To Download Reports In Active Campaign

You can also develop Events, 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 purchases A date occurs A custom-made field is updated 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 build my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I wish to construct it. Numerous marketers build very basic e-mail sequences for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. 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 starts each Monday morning. When I initially attempted this method, I was on MailChimp.

How To Download Reports In Active Campaign

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Download Reports In Active Campaign).” The automation confirms 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” e-mail to get the students prepared 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 registration for next week’s class. They’ll get the pump up e-mail 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 want to send out the very same email to everyone on my list. I want to send them the suitable email for their level of engagement – How To Download Reports In Active Campaign. How To Download Reports In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently bought the item I pitch in the webinar.

How To Download Reports In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Download Reports 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 add tags based upon whether the contact signed up, participated in, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

How To Download Reports 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 brand-new tags for 7 days, thirty 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 starts this automation over again.

This automation can be frustrating in the beginning, 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 need to develop things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not recommend.

Some subscribers do not have tracking switched 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 one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – How To Download Reports In Active Campaign.

How To Download Reports In Active Campaign

How To Download Reports In Active CampaignHow To Download Reports In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Download Reports In Active Campaign. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send out a simple “do you still desire my emails?” confirmation.