Prepare Csv File For Active Campaign Import

Prepare Csv File For Active Campaign Import

Prepare Csv File For Active Campaign ImportPrepare Csv File For Active Campaign Import

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (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 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” functions – Prepare Csv File For Active Campaign Import.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom field is updated with a certain worth From there, you can create Conditions, to examine whether the contact has a specific tag or customized field value.

Prepare Csv File For Active Campaign Import

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date occurs A customized field is updated with a particular worth You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct 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 build it. Many marketers develop extremely basic email series for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to build 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 site. You have to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

Prepare Csv File For Active Campaign Import

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Prepare Csv File For Active Campaign Import).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail 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 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 early 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 the exact same email to everyone on my list. I wish to send them the proper email for their level of engagement – Prepare Csv File For Active Campaign Import. Prepare Csv File For Active Campaign Import. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

Prepare Csv File For Active Campaign Import

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit 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. Prepare Csv File For Active Campaign Import.

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 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 trigger automations within ActiveCampaign.

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

Prepare Csv File For Active Campaign Import

Here’s an automation I got 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 brand-new tags for 7 days, 1 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 overwhelming initially, and this is among 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, sometimes you have to develop things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: 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 email (if they already clicked on the verification link in the previous email, they’ve currently been eliminated from the automation utilizing a different automation) – Prepare Csv File For Active Campaign Import.

Prepare Csv File For Active Campaign Import

Prepare Csv File For Active Campaign ImportPrepare Csv File For Active Campaign Import

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. Prepare Csv File For Active Campaign Import. I used to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my e-mails?” confirmation.