Active Campaign Documentation

Active Campaign Documentation

Active Campaign DocumentationActive Campaign Documentation

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (available 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 available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Documentation.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A customized field is updated with a particular value From there, you can create Conditions, to check whether the contact has a certain tag or customized field worth.

Active Campaign Documentation

You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date takes place A customized field is updated with a specific value You don’t create e-mails in ConvertKit’s Automations.

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

It was simple to construct with ActiveCampaign, but impossible 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 need to register by Friday night, and a new course begins each Monday early morning. When I initially tried this method, I was on MailChimp.

Active Campaign Documentation

Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Documentation).” 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 all set for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday early 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 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 want to send out the exact same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – Active Campaign Documentation. Active Campaign Documentation. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the product I pitch in the webinar.

Active Campaign Documentation

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Documentation.

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 include tags based upon whether the contact signed up, attended, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails 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 individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

Active Campaign Documentation

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating at first, 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, in some cases you have to build things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation using a separate automation) – Active Campaign Documentation.

Active Campaign Documentation

Active Campaign DocumentationActive Campaign Documentation

The automation then unsubscribes them. My e-mails likewise 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 Documentation. I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my e-mails?” verification.