Insurance Agent Active Campaign Automations

Insurance Agent Active Campaign Automations

Insurance Agent Active Campaign AutomationsInsurance Agent Active Campaign Automations

To start developing an automation in ActiveCampaign, begin 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 submits a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’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 Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Insurance Agent Active Campaign Automations.

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

Insurance Agent Active Campaign Automations

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date happens A customized field is upgraded with a certain value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to build it. Lots of marketers construct really basic e-mail series for their “email courses.” A contact indications up, and then that contact immediately begins getting lessons.

It was simple to construct with ActiveCampaign, however 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 website. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

Insurance Agent Active Campaign Automations

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Insurance Agent Active Campaign Automations).” 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” e-mail to get the students ready for next week’s course, and motivate them to share it with good friends.

The contact will start getting lessons the following Monday 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 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 individual on my list. I wish to send them the appropriate e-mail for their level of engagement – Insurance Agent Active Campaign Automations. Insurance Agent Active Campaign Automations. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

Insurance Agent Active Campaign Automations

Then it sends out a series of emails to get them interested in the webinar, and to encourage 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 sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Insurance Agent Active Campaign Automations.

This enables me to customize 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 signed up, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Insurance Agent Active Campaign Automations

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.

Some customers don’t have actually tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – Insurance Agent Active Campaign Automations.

Insurance Agent Active Campaign Automations

Insurance Agent Active Campaign AutomationsInsurance Agent Active Campaign Automations

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me understand that they do not have tracking made it possible for. This type includes a tag that I use to filter those contacts out. Insurance Agent Active Campaign Automations. I used to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my emails?” verification.