Importing Excel Files Into Active Campaign

Importing Excel Files Into Active Campaign

Importing Excel Files Into Active CampaignImporting Excel Files Into Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Importing Excel Files Into Active Campaign.

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

Importing Excel Files Into Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom field is upgraded with a certain worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I want to construct it. Numerous marketers develop really easy e-mail series for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I first tried this methodology, I was on MailChimp.

Importing Excel Files Into 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 out all contacts a “welcome email (Importing Excel Files Into Active Campaign).” The automation confirms 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” email to get the students prepared for next week’s course, and encourage them to share it with buddies.

The contact will begin 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send the very same e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Importing Excel Files Into Active Campaign. Importing Excel Files Into Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already bought the product I pitch in the webinar.

Importing Excel Files Into Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly struck the “Objective” towards the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Importing Excel Files Into Active Campaign.

This enables 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 for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Importing Excel Files Into 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 includes 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, removes all of those tags, and starts this automation over again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t recommend.

Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous email, they’ve already been eliminated from the automation using a separate automation) – Importing Excel Files Into Active Campaign.

Importing Excel Files Into Active Campaign

Importing Excel Files Into Active CampaignImporting Excel Files Into Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. Importing Excel Files Into Active Campaign. I used to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still desire my emails?” confirmation.