Sync Sharpspring With Active Campaign

Sync Sharpspring With Active Campaign

Sync Sharpspring With Active CampaignSync Sharpspring With Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added 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 specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Sync Sharpspring With Active Campaign.

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

Sync Sharpspring With Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date takes place A custom-made field is upgraded with a certain worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I want to construct it. Numerous online marketers construct very simple email sequences for their “email courses.” A contact signs up, and then that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this method, I was on MailChimp.

Sync Sharpspring With Active Campaign

Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Sync Sharpspring With Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends 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 begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on enrollment 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the very same e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Sync Sharpspring With Active Campaign. Sync Sharpspring With 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.

Sync Sharpspring With Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, 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. Sync Sharpspring With 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 registered, attended, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Sync Sharpspring With Active Campaign

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t advise.

Some subscribers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a separate automation) – Sync Sharpspring With Active Campaign.

Sync Sharpspring With Active Campaign

Sync Sharpspring With Active CampaignSync Sharpspring With Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail 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. Sync Sharpspring With Active Campaign. I utilized to include this tag when they clicked 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?” verification.