Sample Active Campaign Template

Sample Active Campaign Template

Sample Active Campaign TemplateSample Active Campaign Template

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate 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 (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening 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 information Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Sample Active Campaign Template.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is included to the contact A customized field is updated with a specific worth From there, you can produce Conditions, to check whether the contact has a certain tag or custom-made field worth.

Sample Active Campaign Template

You can also produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date takes place A custom field is updated with a certain worth You don’t create 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 easy for me to develop my e-mail course exactly how I wish to develop it. Many marketers develop very easy email series for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I first attempted this method, I was on MailChimp.

Sample Active Campaign Template

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Sample Active Campaign Template).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees 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 out on registration for next week’s class. They’ll get the pump up email 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 don’t desire to send the very same email to every individual on my list. I want to send them the appropriate e-mail for their level of engagement – Sample Active Campaign Template. Sample Active Campaign Template. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already purchased the product I pitch in the webinar.

Sample Active Campaign Template

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 instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Sample Active Campaign Template.

This allows 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 include tags based upon whether the contact registered, participated in, missed, 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 most likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.

Sample Active Campaign Template

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different 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 one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I do not advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually currently been removed from the automation using a different automation) – Sample Active Campaign Template.

Sample Active Campaign Template

Sample Active Campaign TemplateSample Active Campaign Template

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. Sample Active Campaign Template. I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my emails?” confirmation.