Proposify And Active Campaign Integration

Proposify And Active Campaign Integration

Proposify And Active Campaign IntegrationProposify And Active Campaign Integration

To begin constructing 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 included When a contact signs up for a list When a contact submits a kind E-commerce and on-site choices (available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Proposify And Active Campaign Integration.

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

Proposify And Active Campaign Integration

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date takes place A customized field is upgraded with a certain worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I wish to build it. Many marketers build extremely easy 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, 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 website. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.

Proposify And Active Campaign Integration

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Proposify And Active Campaign Integration).” 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 trainees all set 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 enrollment 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not want to send the exact same e-mail to everyone on my list. I want to send them the proper email for their level of engagement – Proposify And Active Campaign Integration. Proposify And Active Campaign Integration. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.

Proposify And Active Campaign Integration

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Proposify And Active Campaign Integration.

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 include tags based upon whether the contact signed up, 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 most 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 e-mails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Proposify And Active Campaign Integration

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell 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, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not advise.

Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation using a different automation) – Proposify And Active Campaign Integration.

Proposify And Active Campaign Integration

Proposify And Active Campaign IntegrationProposify And Active Campaign Integration

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 enabled. This kind adds a tag that I use to filter those contacts out. Proposify And Active Campaign Integration. 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 reliably! I only send out an easy “do you still want my e-mails?” verification.