How To Manage Segments In Active Campaign

How To Manage Segments In Active Campaign

How To Manage Segments In Active CampaignHow To Manage Segments In Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily 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 goals (The contact can skip to the goal’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 Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Manage Segments In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a certain value From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom-made field value.

How To Manage Segments In Active Campaign

You can also 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 eliminated The contact makes a purchase A date takes place A customized field is upgraded with a specific value 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 precisely how I want to construct it. Many marketers build very simple e-mail series for their “e-mail courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

How To Manage Segments In 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 Manage Segments 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 trainees all set 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 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 do not wish to send the exact same e-mail to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – How To Manage Segments In Active Campaign. How To Manage Segments In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

How To Manage Segments In Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. How To Manage Segments In Active Campaign.

This enables 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 add 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 trigger automations within ActiveCampaign.

It costs me money, and it makes it most 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 e-mails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

How To Manage Segments In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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 separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-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 discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve already been removed from the automation using a separate automation) – How To Manage Segments In Active Campaign.

How To Manage Segments In Active Campaign

How To Manage Segments In Active CampaignHow To Manage Segments 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 do not have tracking made it possible for. This type adds a tag that I use to filter those contacts out. How To Manage Segments In Active Campaign. I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my e-mails?” confirmation.