Send Email, Add Note, Etc Active Campaign

Send Email, Add Note, Etc Active Campaign

Send Email, Add Note, Etc Active CampaignSend Email, Add Note, Etc Active Campaign

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 details 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 – Send Email, Add Note, Etc Active Campaign.

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

Send Email, Add Note, Etc Active Campaign

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date takes place A custom field is updated with a particular 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 primary way I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to construct it. Lots of marketers construct really simple e-mail series for their “e-mail courses.” A contact signs up, and then that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t 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 begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

Send Email, Add Note, Etc 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 email (Send Email, Add Note, Etc Active Campaign).” The automation validates 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 begin getting lessons the following Monday early 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the same e-mail to everyone on my list. I want to send them the proper e-mail for their level of engagement – Send Email, Add Note, Etc Active Campaign. Send Email, Add Note, Etc Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already acquired the product I pitch in the webinar.

Send Email, Add Note, Etc Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit the “Goal” towards 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. Send Email, Add Note, Etc Active Campaign.

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 signed up, went to, missed, or based upon how long they stayed 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 promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Send Email, Add Note, Etc Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not advise.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my email 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 already been gotten rid of from the automation utilizing a different automation) – Send Email, Add Note, Etc Active Campaign.

Send Email, Add Note, Etc Active Campaign

Send Email, Add Note, Etc Active CampaignSend Email, Add Note, Etc Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking allowed. This type includes a tag that I use to filter those contacts out. Send Email, Add Note, Etc Active Campaign. I used to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still want my e-mails?” verification.