How To Setup Active Campaign

How To Setup Active Campaign

How To Setup Active CampaignHow To Setup Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site choices (available 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 offered in ActiveCampaign’s automations are: Send out an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening 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 information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Setup Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom field is updated with a particular worth From there, you can create Conditions, to check whether the contact has a certain tag or custom field worth.

How To Setup Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date takes place A custom field is updated with a particular value 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 primary way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I want to construct it. Numerous online marketers develop extremely easy email sequences for their “e-mail courses.” A contact indications up, and then that contact instantly begins getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

How To Setup Active Campaign

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Setup 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 trainees ready 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the very same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Setup Active Campaign. How To Setup Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the product I pitch in the webinar.

How To Setup Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Goal” towards completion 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 Setup Active Campaign.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add 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 set off automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails 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 the people who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Setup Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell 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 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, eliminates all of those tags, and begins this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not recommend.

Some subscribers don’t have actually tracking turned on, so their opens aren’t taped. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been removed from the automation using a separate automation) – How To Setup Active Campaign.

How To Setup Active Campaign

How To Setup Active CampaignHow To Setup Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind 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 Setup Active Campaign. I used 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 just send an easy “do you still desire my emails?” verification.