How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a particular 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 e-mail Inform a staff member 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Save An Email As A Template In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A customized field is updated with a specific worth From there, you can produce Conditions, to examine whether the contact has a certain tag or customized field value.

How To Save An Email As A Template In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date takes place A custom-made field is upgraded with a specific worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I wish to build it. Numerous marketers construct really basic e-mail series for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. 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 first attempted this methodology, I was on MailChimp.

How To Save An Email As A Template In Active Campaign

Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Save An Email As A Template In Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and motivate them to share it with 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 email 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 exact same email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – How To Save An Email As A Template In Active Campaign. How To Save An Email As A Template In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already purchased the product I pitch in the webinar.

How To Save An Email As A Template In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they immediately hit the “Objective” towards completion 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 Save An Email As A Template In 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 include tags based upon whether the contact registered, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger 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 emails make it harder for other emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

How To Save An Email As A Template In Active Campaign

Here’s an automation I got 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 separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.

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

Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they have actually currently been gotten rid of from the automation using a separate automation) – How To Save An Email As A Template In Active Campaign.

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand 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 Save An Email As A Template 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 dependably! I only send an easy “do you still desire my e-mails?” confirmation.