How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active CampaignHow To Send Happy Birthday On 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 signs up for a list When a contact submits a form 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 e-mail Notify a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (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 eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Send Happy Birthday On Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A custom field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or customized field worth.

How To Send Happy Birthday On Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A custom field is upgraded with a specific value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to build it. Many marketers build very simple email series for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

How To Send Happy Birthday On Active Campaign

Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Send Happy Birthday On 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” email to get the students prepared for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the exact same email to every person on my list. I wish to send them the appropriate email for their level of engagement – How To Send Happy Birthday On Active Campaign. How To Send Happy Birthday On Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the product I pitch in the webinar.

How To Send Happy Birthday On Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Objective” towards the end of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Send Happy Birthday On 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 integration panel: I can include 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 cash, and it makes it more most likely that my emails 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 the people who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Send Happy Birthday On Active Campaign

Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of 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 want ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t advise.

Some subscribers do not 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 e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently 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 Send Happy Birthday On Active Campaign.

How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active CampaignHow To Send Happy Birthday On Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Send Happy Birthday On Active Campaign. I used to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still desire my e-mails?” verification.