How To Use Tags In Active Campaign

How To Use Tags In Active Campaign

How To Use Tags In Active CampaignHow To Use Tags In Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (readily available in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send out an email Alert a group 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 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 details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Use Tags In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a specific tag or customized field worth.

How To Use Tags In Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date takes place A custom-made field is upgraded with a specific value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to construct it. Lots of marketers build extremely easy e-mail series for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

How To Use Tags In Active Campaign

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Use Tags In Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students ready for next week’s course, and encourage them to share it with buddies.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration 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 desire to send out the very same e-mail to every person on my list. I desire to send them the proper email for their level of engagement – How To Use Tags In Active Campaign. How To Use Tags In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.

How To Use Tags In Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. How To Use Tags 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 add tags based upon whether the contact registered, went to, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other e-mails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Use Tags In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t recommend.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. 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 e-mail list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they’ve currently been removed from the automation using a different automation) – How To Use Tags In Active Campaign.

How To Use Tags In Active Campaign

How To Use Tags In Active CampaignHow To Use Tags In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type 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 Use Tags In Active Campaign. I used to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my e-mails?” verification.