Active Campaign How Do I Add Tags

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the objective’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 information 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 How Do I Add Tags.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom-made field is updated with a specific value From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom-made field worth.
Active Campaign How Do I Add Tags
You can also develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date occurs A custom-made field is updated with a particular value You do not produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. 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 precisely how I want to develop it. Lots of marketers construct extremely basic email series for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.
It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday morning. When I first attempted this method, I was on MailChimp.
Active Campaign How Do I Add Tags
Here’s the automation I use to welcome 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 How Do I Add Tags).” The automation verifies 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 ready for next week’s course, and motivate 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 enrollment for next week’s class. They’ll get the pump up e-mail the following Friday early 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 want to send them the suitable email for their level of engagement – Active Campaign How Do I Add Tags. Active Campaign How Do I Add Tags. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already acquired the item I pitch in the webinar.
Active Campaign How Do I Add Tags
Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How Do I Add Tags.
This enables me to personalize 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, participated in, 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 more likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails 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 How Do I Add Tags
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. 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 eliminates them from this automation, removes all of those tags, and begins this automation over again.
This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t advise.
Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they’ve already been eliminated from the automation using a separate automation) – Active Campaign How Do I Add Tags.
Active Campaign How Do I Add Tags

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 know that they don’t have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. Active Campaign How Do I Add Tags. I utilized 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 dependably! I just send a basic “do you still want my emails?” confirmation.