How To Set Up Tagging System In Active Campaign

How To Set Up Tagging System In Active Campaign

How To Set Up Tagging System In Active CampaignHow To Set Up Tagging System In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger 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 choices (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 information Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Set Up Tagging System In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact makes a purchase A tag is included to the contact A custom field is updated with a specific value From there, you can develop Conditions, to examine whether the contact has a particular tag or custom field worth.

How To Set Up Tagging System In Active Campaign

You can likewise develop Occasions, 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 makes a purchase A date happens A custom field is upgraded with a particular value You don’t produce emails 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 simple for me to build my email course precisely how I ‘d like to develop it. Numerous online marketers build very simple e-mail series for their “email courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Set Up Tagging System In Active Campaign

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Set Up Tagging System In 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 trainees ready 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 e-mail 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 don’t want to send the exact same e-mail to everyone on my list. I want to send them the appropriate e-mail for their level of engagement – How To Set Up Tagging System In Active Campaign. How To Set Up Tagging System In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

How To Set Up Tagging System In Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Set Up Tagging System In Active Campaign.

This enables 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 out on, 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 e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Set Up Tagging System In Active Campaign

Here’s an automation I got 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, one 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 begins this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t advise.

Some subscribers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation using a separate automation) – How To Set Up Tagging System In Active Campaign.

How To Set Up Tagging System In Active Campaign

How To Set Up Tagging System In Active CampaignHow To Set Up Tagging System In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This type includes a tag that I use to filter those contacts out. How To Set Up Tagging System In Active Campaign. I utilized to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my emails?” confirmation.