How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active CampaignHow To Install An Email Template Into Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the objective’s location 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Install An Email Template Into Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is contributed to the contact A customized field is upgraded with a particular worth From there, you can develop Conditions, to check whether the contact has a certain tag or custom-made field worth.

How To Install An Email Template Into 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 eliminated The contact makes a purchase A date takes place A custom field is updated with a particular value You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I ‘d like to build it. Numerous marketers build really easy e-mail series for their “e-mail courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

How To Install An Email Template Into Active Campaign

Here’s the automation I utilize to invite new students 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 Install An Email Template Into Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday 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 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 exact same email to every individual on my list. I wish to send them the proper e-mail for their level of engagement – How To Install An Email Template Into Active Campaign. How To Install An Email Template Into Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the item I pitch in the webinar.

How To Install An Email Template Into 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 right away 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 Install An Email Template Into 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 integration panel: I can include tags based upon whether the contact signed up, attended, missed out on, or based upon for 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. People who don’t open my e-mails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Install An Email Template Into 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, 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 advise.

Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually already been gotten rid of from the automation utilizing a separate automation) – How To Install An Email Template Into Active Campaign.

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active CampaignHow To Install An Email Template Into Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking enabled. This kind includes a tag that I use to filter those contacts out. How To Install An Email Template Into Active Campaign. I utilized to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” verification.

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active CampaignHow To Install An Email Template Into Active Campaign

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid 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 information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Install An Email Template Into Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is included to the contact A custom-made field is updated with a specific value From there, you can produce Conditions, to check whether the contact has a specific tag or custom field worth.

How To Install An Email Template Into Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys 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 comparison. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I ‘d like to develop it. Lots of marketers build very simple e-mail sequences for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this method, I was on MailChimp.

How To Install An Email Template Into Active Campaign

Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Install An Email Template Into 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 ready for next week’s course, and motivate them to share it with good 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 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 same email to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Install An Email Template Into Active Campaign. How To Install An Email Template Into Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently purchased the product I pitch in the webinar.

How To Install An Email Template Into Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. How To Install An Email Template Into Active Campaign.

This enables 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, went to, 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 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 individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

How To Install An Email Template Into Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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, one month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over 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 service. However, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not advise.

Some customers do not have actually 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 clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually already been removed from the automation utilizing a separate automation) – How To Install An Email Template Into Active Campaign.

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active CampaignHow To Install An Email Template Into Active Campaign

The automation then unsubscribes them. My emails also have a link to a form 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 utilize to filter those contacts out. How To Install An Email Template Into Active Campaign. I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my emails?” verification.