Active Campaign Features

Active Campaign Features

Active Campaign FeaturesActive Campaign Features

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact submits a form E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’s location 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 details Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Features.

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

Active Campaign Features

You can also develop 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 makes a purchase A date takes place A custom field is updated with a specific worth You do not develop emails 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 e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I ‘d like to develop it. Many online marketers construct extremely basic e-mail series for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday morning. When I first attempted this method, I was on MailChimp.

Active Campaign Features

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Features).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the students ready 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 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 desire to send out the same email to every individual on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign Features. Active Campaign Features. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.

Active Campaign Features

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately 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 Features.

This allows 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 add tags based upon whether the contact signed up, went to, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other e-mails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign Features

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not advise.

Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – Active Campaign Features.

Active Campaign Features

Active Campaign FeaturesActive Campaign Features

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know 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 Features. I utilized to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send a simple “do you still desire my e-mails?” confirmation.