How To Set Up Automation In Active Campaign
To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a team 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 Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Set Up Automation In Active Campaign.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A customized field is upgraded with a specific value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom-made field worth.
How To Set Up Automation In Active Campaign
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date takes place A custom-made field is upgraded with a specific worth You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course precisely how I ‘d like to develop it. Numerous marketers build really simple email sequences for their “email courses.” A contact register, and then that contact immediately starts getting lessons.
It was easy to construct with ActiveCampaign, however 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 have to register by Friday night, and a new course begins each Monday morning. When I first attempted this method, I was on MailChimp.
How To Set Up Automation In Active Campaign
Here’s the automation I use to welcome 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 Set Up Automation In Active Campaign).” The automation validates 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 all set for next week’s course, and motivate them to share it with good friends.
The contact will start 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 e-mail 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 the very same e-mail to every person on my list. I want to send them the proper email for their level of engagement – How To Set Up Automation In Active Campaign. How To Set Up Automation In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently bought the item I pitch in the webinar.
How To Set Up Automation 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 register, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Set Up Automation In 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 combination panel: I can include 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 set off 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 e-mails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
How To Set Up Automation 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t advise.
Some subscribers don’t have actually tracking switched 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 email 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 verification link in the previous e-mail, they have actually currently been eliminated from the automation utilizing a different automation) – How To Set Up Automation In Active Campaign.
How To Set Up Automation In 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 don’t have tracking allowed. This type adds a tag that I use to filter those contacts out. How To Set Up Automation In Active Campaign. I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still want my emails?” verification.
