Using Forms With Active Campaign

Using Forms With Active Campaign

Using Forms With Active CampaignUsing Forms With Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip 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 Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Using Forms With Active Campaign.

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 purchases A tag is included to the contact A custom field is updated with a specific worth From there, you can produce Conditions, to check whether the contact has a specific tag or customized field value.

Using Forms With Active Campaign

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date takes place A customized field is updated with a particular value You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I ‘d like to construct it. Lots of marketers develop really simple e-mail series for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not 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 brand-new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.

Using Forms With Active Campaign

Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Using Forms With Active Campaign).” The automation confirms 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 prepared 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 enrollment for next week’s class. They’ll get the pump up email 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 desire to send the exact same email to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Using Forms With Active Campaign. Using Forms With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

Using Forms With Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Using Forms With Active Campaign.

This enables me to customize 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, participated in, missed, or based upon for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

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

Using Forms With 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t suggest.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send out one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the verification link in the previous email, they’ve already been eliminated from the automation utilizing a different automation) – Using Forms With Active Campaign.

Using Forms With Active Campaign

Using Forms With Active CampaignUsing Forms With Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking allowed. This type adds a tag that I use to filter those contacts out. Using Forms With Active Campaign. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my emails?” verification.