Setup Active Campaign Behavioral Targeting

Setup Active Campaign Behavioral Targeting

Setup Active Campaign Behavioral TargetingSetup Active Campaign Behavioral Targeting

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type 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 start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid 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 site messages, and Facebook Custom-made Audience management are all “Pro” functions – Setup Active Campaign Behavioral Targeting.

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

Setup Active Campaign Behavioral Targeting

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact buys A date occurs A custom field is updated with a certain value You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I ‘d like to construct it. Many marketers construct very simple e-mail sequences for their “email courses.” A contact signs up, and after that that contact right away starts getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.

Setup Active Campaign Behavioral Targeting

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Setup Active Campaign Behavioral Targeting).” The automation verifies 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” email to get the students ready for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the very same e-mail to every individual on my list. I wish to send them the appropriate e-mail for their level of engagement – Setup Active Campaign Behavioral Targeting. Setup Active Campaign Behavioral Targeting. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the item I pitch in the webinar.

Setup Active Campaign Behavioral Targeting

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. Setup Active Campaign Behavioral Targeting.

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 add tags based upon whether the contact signed up, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to the individuals who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Setup Active Campaign Behavioral Targeting

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a separate automation) – Setup Active Campaign Behavioral Targeting.

Setup Active Campaign Behavioral Targeting

Setup Active Campaign Behavioral TargetingSetup Active Campaign Behavioral Targeting

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Setup Active Campaign Behavioral Targeting. I used to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my e-mails?” confirmation.