Steps For Setting Up Active Campaign

Steps For Setting Up Active Campaign

Steps For Setting Up Active CampaignSteps For Setting Up Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (readily 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 Alert a group member Wait conditions If/then conditionals Split traffic for testing Skip 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Steps For Setting Up Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom field is upgraded with a particular value From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom field value.

Steps For Setting Up Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date takes place A custom-made field is updated with a particular worth You don’t produce 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 develop my email course precisely how I ‘d like to build it. Many online marketers construct really simple e-mail sequences for their “email courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

Steps For Setting Up Active Campaign

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 out all contacts a “welcome email (Steps For Setting Up Active Campaign).” The automation confirms 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 trainees prepared for next week’s course, and encourage them to share it with good friends.

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

When I run a webinar, I don’t want to send the same email to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – Steps For Setting Up Active Campaign. Steps For Setting Up Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the item I pitch in the webinar.

Steps For Setting Up Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they right away struck the “Objective” 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. Steps For Setting Up Active Campaign.

This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact signed up, participated in, missed, or based upon 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 emails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Steps For Setting Up Active Campaign

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 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, removes all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I do not advise.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually already been gotten rid of from the automation utilizing a different automation) – Steps For Setting Up Active Campaign.

Steps For Setting Up Active Campaign

Steps For Setting Up Active CampaignSteps For Setting Up 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 don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Steps For Setting Up Active Campaign. I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my e-mails?” verification.