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

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

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

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact sends a type E-commerce and on-site alternatives (offered in the “Pro” plan) 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 email Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s place 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 Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Save An Email In An Automation As A Template In Active Campaign.

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

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

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date happens A customized field is upgraded with a specific worth You don’t 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 develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I wish to build it. Numerous online marketers build very simple e-mail series for their “email courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

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

Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Save An Email In An Automation 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 out a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with good friends.

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 want to send the same email to every person on my list. I want to send them the appropriate e-mail for their level of engagement – How To Save An Email In An Automation As A Template In Active Campaign. How To Save An Email In An Automation As A Template In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently purchased the item I pitch in the webinar.

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

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Save An Email In An Automation As A Template In 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 registered, participated in, missed, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

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

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform 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 brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t recommend.

Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a separate automation) – How To Save An Email In An Automation As A Template In Active Campaign.

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

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

The automation then unsubscribes them. My emails also have a link to a form 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 Save An Email In An Automation As A Template In Active Campaign. I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my emails?” verification.