Active Campaign How To Add Task

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular 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 staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’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 information Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Add Task.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A customized field is upgraded with a certain worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Active Campaign How To Add Task

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date takes place A customized field is upgraded with a certain value You don’t 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 simple for me to build my email course precisely how I wish to build it. Lots of online marketers build extremely easy email sequences for their “email courses.” A contact indications up, and then that contact right away begins getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday early morning. When I first tried this methodology, I was on MailChimp.

Active Campaign How To Add Task

Here’s the automation I use 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 e-mail (Active Campaign How To Add Task).” 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 prepared for next week’s course, and motivate them to share it with pals.

The contact will begin 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 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 desire to send the very same e-mail to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign How To Add Task. Active Campaign How To Add Task. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.

Active Campaign How To Add Task

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add Task.

This allows me to personalize 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 cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Active Campaign How To Add Task

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send out one email asking if they still desire 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 already clicked on the confirmation link in the previous e-mail, they have actually currently been removed from the automation utilizing a separate automation) – Active Campaign How To Add Task.

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. Active Campaign How To Add Task. I utilized to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my e-mails?” verification.