Setup Active Campaign With Salesforce Essentials

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (available in the “Pro” strategy) 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 available in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (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 details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Setup Active Campaign With Salesforce Essentials.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is included to the contact A customized field is upgraded with a particular value From there, you can develop Conditions, to check whether the contact has a certain tag or customized field value.
Setup Active Campaign With Salesforce Essentials
You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date takes place A custom field is upgraded with a specific value You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to develop it. Lots of online marketers develop really basic e-mail series for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.
It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday morning. When I first tried this approach, I was on MailChimp.
Setup Active Campaign With Salesforce Essentials
Here’s the automation I utilize 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 (Setup Active Campaign With Salesforce Essentials).” The automation validates 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 good friends.
The contact will start 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 email the following Friday early 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 wish to send out the exact same email to everyone on my list. I want to send them the appropriate e-mail for their level of engagement – Setup Active Campaign With Salesforce Essentials. Setup Active Campaign With Salesforce Essentials. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already bought the product I pitch in the webinar.
Setup Active Campaign With Salesforce Essentials
Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Setup Active Campaign With Salesforce Essentials.
This allows 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 add tags based upon whether the contact signed up, went to, missed out on, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Setup Active Campaign With Salesforce Essentials
Here’s an automation I received 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, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over 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 solution. However, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not advise.
Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation using a separate automation) – Setup Active Campaign With Salesforce Essentials.
Setup Active Campaign With Salesforce Essentials

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. Setup Active Campaign With Salesforce Essentials. I utilized to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my emails?” confirmation.