Active Campaign Automation Contact Fields Not Showing

Active Campaign Automation Contact Fields Not Showing

Active Campaign Automation Contact Fields Not ShowingActive Campaign Automation Contact Fields Not Showing

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” plan) 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 out an e-mail Inform a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 information Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Automation Contact Fields Not Showing.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A custom field is updated with a particular value From there, you can develop Conditions, to check whether the contact has a specific tag or customized field value.

Active Campaign Automation Contact Fields Not Showing

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom field is upgraded with a particular value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to construct it. Lots of marketers construct extremely basic email sequences for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday morning. When I first tried this methodology, I was on MailChimp.

Active Campaign Automation Contact Fields Not Showing

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign Automation Contact Fields Not Showing).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with friends.

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

When I run a webinar, I don’t wish to send the same e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Active Campaign Automation Contact Fields Not Showing. Active Campaign Automation Contact Fields Not Showing. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already acquired the product I pitch in the webinar.

Active Campaign Automation Contact Fields Not Showing

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Automation Contact Fields Not Showing.

This allows 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 registered, attended, missed out on, or based upon how long 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 do not open my emails make it harder for other e-mails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Automation Contact Fields Not Showing

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. 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 different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to erase non-active 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 been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – Active Campaign Automation Contact Fields Not Showing.

Active Campaign Automation Contact Fields Not Showing

Active Campaign Automation Contact Fields Not ShowingActive Campaign Automation Contact Fields Not Showing

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 made it possible for. This kind adds a tag that I use to filter those contacts out. Active Campaign Automation Contact Fields Not Showing. I used to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my emails?” verification.