How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active CampaignHow To Set Goals For Your Contact In Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (offered 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 out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the goal’s location 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 details Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Set Goals For Your Contact In Active Campaign.

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

How To Set Goals For Your Contact In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date happens A custom-made field is upgraded with a particular worth You don’t develop e-mails in ConvertKit’s Automations.

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

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this approach, I was on MailChimp.

How To Set Goals For Your Contact In Active Campaign

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Set Goals For Your Contact In Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and encourage 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 out on 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the very same email to everyone on my list. I want to send them the proper email for their level of engagement – How To Set Goals For Your Contact In Active Campaign. How To Set Goals For Your Contact In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

How To Set Goals For Your Contact In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. How To Set Goals For Your Contact 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, attended, missed, or based upon how long 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 don’t open my emails make it harder for other emails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Set Goals For Your Contact In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be overwhelming in the beginning, 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, often you have to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not recommend.

Some subscribers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation utilizing a separate automation) – How To Set Goals For Your Contact In Active Campaign.

How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active CampaignHow To Set Goals For Your Contact 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 do not have tracking made it possible for. This type includes a tag that I use to filter those contacts out. How To Set Goals For Your Contact In Active Campaign. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” verification.