How To Integrate Optimonk With Active Campaign

How To Integrate Optimonk With Active Campaign

How To Integrate Optimonk With Active CampaignHow To Integrate Optimonk With Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site choices (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 available in ActiveCampaign’s automations are: Send out an e-mail 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 objective’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 information Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Integrate Optimonk With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact buys A tag is included to the contact A customized field is updated with a particular value From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field worth.

How To Integrate Optimonk With Active Campaign

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A customized field is upgraded with a particular value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I ‘d like to build it. Numerous marketers develop extremely basic email sequences for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially tried this method, I was on MailChimp.

How To Integrate Optimonk With Active Campaign

Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Integrate Optimonk With 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 students ready for next week’s course, and motivate them to share it with pals.

The contact will start 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 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 desire to send out the same e-mail to every individual on my list. I wish to send them the proper e-mail for their level of engagement – How To Integrate Optimonk With Active Campaign. How To Integrate Optimonk With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.

How To Integrate Optimonk With Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Integrate Optimonk With 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 registered, participated in, missed out on, or based upon the length of time 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 e-mails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other e-mails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.

How To Integrate Optimonk With 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I don’t suggest.

Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email 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 already clicked on the verification link in the previous email, they have actually already been gotten rid of from the automation using a separate automation) – How To Integrate Optimonk With Active Campaign.

How To Integrate Optimonk With Active Campaign

How To Integrate Optimonk With Active CampaignHow To Integrate Optimonk With Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. How To Integrate Optimonk With Active Campaign. I utilized 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 only send a basic “do you still want my emails?” verification.

How To Integrate Optimonk With Active Campaign

How To Integrate Optimonk With Active Campaign

How To Integrate Optimonk With Active CampaignHow To Integrate Optimonk With Active Campaign

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

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Integrate Optimonk With Active Campaign.

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

How To Integrate Optimonk With Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date takes place A customized field is upgraded with a specific value You do not create emails in ConvertKit’s Automations.

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

It was simple to build with ActiveCampaign, however impossible 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 sign up by Friday night, and a new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.

How To Integrate Optimonk With Active Campaign

Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Integrate Optimonk With 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 out a “pump up” email to get the trainees all set for next week’s course, and encourage them to share it with pals.

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 very same e-mail to every person on my list. I wish to send them the proper e-mail for their level of engagement – How To Integrate Optimonk With Active Campaign. How To Integrate Optimonk With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently bought the item I pitch in the webinar.

How To Integrate Optimonk With 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 immediately hit the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Integrate Optimonk With 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 combination panel: I can include tags based upon whether the contact signed up, went to, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Integrate Optimonk With 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 emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not recommend.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they’ve already been gotten rid of from the automation using a different automation) – How To Integrate Optimonk With Active Campaign.

How To Integrate Optimonk With Active Campaign

How To Integrate Optimonk With Active CampaignHow To Integrate Optimonk With Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. How To Integrate Optimonk With 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 reliably! I just send an easy “do you still want my e-mails?” verification.