Active Campaign Add Contact To Automation

Active Campaign Add Contact To Automation

Active Campaign Add Contact To AutomationActive Campaign Add Contact To Automation

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip 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” features – Active Campaign Add Contact To Automation.

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

Active Campaign Add Contact To Automation

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date takes place A customized field is upgraded with a certain worth You don’t create e-mails in ConvertKit’s Automations.

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

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t 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 new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.

Active Campaign Add Contact To Automation

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Add Contact To Automation).” 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” email to get the students prepared for next week’s course, and encourage them to share it with pals.

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 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 wish to send out the same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Add Contact To Automation. Active Campaign Add Contact To Automation. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

Active Campaign Add Contact To Automation

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Goal” towards 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. Active Campaign Add Contact To Automation.

This enables 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 the length of time they remained in the webinar. These tags can then trigger 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. People who don’t open my e-mails make it harder for other emails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Add Contact To Automation

Here’s an automation I got 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 adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they have actually already been gotten rid of from the automation utilizing a separate automation) – Active Campaign Add Contact To Automation.

Active Campaign Add Contact To Automation

Active Campaign Add Contact To AutomationActive Campaign Add Contact To Automation

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 includes a tag that I use to filter those contacts out. Active Campaign Add Contact To Automation. I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my e-mails?” verification.