Active Campaign How To Connect A Campaign To An Existing Automation

Active Campaign How To Connect A Campaign To An Existing Automation

Active Campaign How To Connect A Campaign To An Existing AutomationActive Campaign How To Connect A Campaign To An Existing Automation

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular 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 an e-mail 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 place 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 get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign How To Connect A Campaign To An Existing Automation.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a kind The contact makes a purchase A tag is contributed to the contact A customized field is updated with a certain worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom-made field worth.

Active Campaign How To Connect A Campaign To An Existing Automation

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact purchases A date takes place A custom-made field is upgraded with a specific value You do not develop emails 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 e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to develop it. Numerous marketers build very easy email sequences for their “email courses.” A contact indications up, and then that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign How To Connect A Campaign To An Existing Automation

Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How To Connect A Campaign To An Existing Automation).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday early 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 don’t wish to send the same email to every person on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign How To Connect A Campaign To An Existing Automation. Active Campaign How To Connect A Campaign To An Existing Automation. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.

Active Campaign How To Connect A Campaign To An Existing Automation

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they instantly hit the “Goal” toward the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Connect A Campaign To An Existing Automation.

This allows 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 include tags based upon whether the contact signed up, attended, missed out on, or based upon how long they stayed 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 don’t open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign How To Connect A Campaign To An Existing Automation

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not recommend.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – Active Campaign How To Connect A Campaign To An Existing Automation.

Active Campaign How To Connect A Campaign To An Existing Automation

Active Campaign How To Connect A Campaign To An Existing AutomationActive Campaign How To Connect A Campaign To An Existing Automation

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. Active Campaign How To Connect A Campaign To An Existing Automation. I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my e-mails?” confirmation.