How To Track Sales In Active Campaign

How To Track Sales In Active Campaign

How To Track Sales In Active CampaignHow To Track Sales In Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a particular 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 Alert a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid 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 details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Track Sales In Active Campaign.

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

How To Track Sales In Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date happens A custom field is updated 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 comparison. The main way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to construct it. Many marketers develop extremely simple e-mail sequences for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. 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 morning. When I first attempted this method, I was on MailChimp.

How To Track Sales In Active Campaign

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (How To Track Sales In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday 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 don’t wish to send out the same e-mail to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Track Sales In Active Campaign. How To Track Sales In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

How To Track Sales In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly struck the “Goal” towards 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 Track Sales 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 integration panel: I can add tags based upon whether the contact signed up, went to, missed out on, or based upon for how long they stayed 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 promotions tab. Individuals who don’t open my e-mails make it harder for other emails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Track Sales In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform 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 e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not recommend.

Some subscribers don’t have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the verification link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a different automation) – How To Track Sales In Active Campaign.

How To Track Sales In Active Campaign

How To Track Sales In Active CampaignHow To Track Sales In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Track Sales In Active Campaign. I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my emails?” confirmation.