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To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’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 information Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Mailerlite Or 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 makes a purchase A tag is contributed to the contact A custom field is updated with a particular worth From there, you can develop Conditions, to examine whether the contact has a certain tag or custom-made field value.
Mailerlite Or Active Campaign
You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date happens A customized field is upgraded with a specific value You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course exactly how I want to construct it. Lots of online marketers construct really easy email series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.
It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.
Mailerlite Or Active Campaign
Here’s the automation I use to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Mailerlite Or Active Campaign).” The automation verifies 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” e-mail to get the students prepared for next week’s course, and motivate them to share it with pals.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment 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 same email to everyone on my list. I desire to send them the suitable email for their level of engagement – Mailerlite Or Active Campaign. Mailerlite Or Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the item I pitch in the webinar.
Mailerlite Or Active Campaign
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Mailerlite Or Active Campaign.
This enables 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 signed up, went to, missed out on, or based upon how long they stayed 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 promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Mailerlite Or 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 includes brand-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, gets rid of all of those tags, and begins this automation over once again.
This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.
Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they have actually currently been removed from the automation using a separate automation) – Mailerlite Or Active Campaign.
Mailerlite Or Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. Mailerlite Or Active Campaign. I used to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still desire my emails?” verification.