Active Campaign Automation Examples

Active Campaign Automation Examples

Active Campaign Automation ExamplesActive Campaign Automation Examples

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact sends a form 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 start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify a team member 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Automation Examples.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can develop Conditions, to check whether the contact has a particular tag or custom-made field value.

Active Campaign Automation Examples

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 added or gotten rid of The contact buys A date happens A customized field is updated with a certain value 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 construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to build it. Many marketers develop extremely basic e-mail series for their “email courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was easy 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 brand-new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign Automation Examples

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 out all contacts a “welcome email (Active Campaign Automation Examples).” 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 students prepared for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the exact same email to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Active Campaign Automation Examples. Active Campaign Automation Examples. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already acquired the item I pitch in the webinar.

Active Campaign Automation Examples

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they immediately hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automation Examples.

This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact registered, participated in, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign Automation Examples

Here’s an automation I received 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an email, 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 overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not recommend.

Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation using a separate automation) – Active Campaign Automation Examples.

Active Campaign Automation Examples

Active Campaign Automation ExamplesActive Campaign Automation Examples

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they don’t have tracking enabled. This type adds a tag that I use to filter those contacts out. Active Campaign Automation Examples. 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 simple “do you still want my e-mails?” verification.