Active Campaign How To Import From Excel Spreadsheet

Active Campaign How To Import From Excel Spreadsheet

Active Campaign How To Import From Excel SpreadsheetActive Campaign How To Import From Excel Spreadsheet

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing 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 details Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign How To Import From Excel Spreadsheet.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can develop Conditions, to check whether the contact has a specific tag or custom field worth.

Active Campaign How To Import From Excel Spreadsheet

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date happens A customized field is upgraded with a particular value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I want to develop it. Many online marketers develop really easy email series for their “email courses.” A contact signs 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 don’t do that method. My e-mail course is by hand 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 initially tried this approach, I was on MailChimp.

Active Campaign How To Import From Excel Spreadsheet

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign How To Import From Excel Spreadsheet).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out 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 start getting lessons the following Monday 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 wish to send the very same e-mail to every individual on my list. I desire to send them the suitable email for their level of engagement – Active Campaign How To Import From Excel Spreadsheet. Active Campaign How To Import From Excel Spreadsheet. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the item I pitch in the webinar.

Active Campaign How To Import From Excel Spreadsheet

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Import From Excel Spreadsheet.

This allows me to customize 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, 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 most likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign How To Import From Excel Spreadsheet

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, 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, due to the fact that you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not advise.

Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they have actually already been removed from the automation using a separate automation) – Active Campaign How To Import From Excel Spreadsheet.

Active Campaign How To Import From Excel Spreadsheet

Active Campaign How To Import From Excel SpreadsheetActive Campaign How To Import From Excel Spreadsheet

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. Active Campaign How To Import From Excel Spreadsheet. I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my e-mails?” confirmation.

Active Campaign How To Import From Excel Spreadsheet

Active Campaign How To Import From Excel Spreadsheet

Active Campaign How To Import From Excel SpreadsheetActive Campaign How To Import From Excel Spreadsheet

To begin constructing 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 registers for a list When a contact sends a type 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 developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 details Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign How To Import From Excel Spreadsheet.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a specific worth From there, you can produce Conditions, to check whether the contact has a particular tag or custom-made field value.

Active Campaign How To Import From Excel Spreadsheet

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date takes place A custom field is updated with a particular value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to develop it. Numerous online marketers construct really easy email series for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.

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

Active Campaign How To Import From Excel Spreadsheet

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign How To Import From Excel Spreadsheet).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out 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 start getting lessons the following Monday 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not want to send the same email to everyone on my list. I desire to send them the appropriate email for their level of engagement – Active Campaign How To Import From Excel Spreadsheet. Active Campaign How To Import From Excel Spreadsheet. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.

Active Campaign How To Import From Excel Spreadsheet

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Import From Excel Spreadsheet.

This allows 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 add tags based upon whether the contact registered, attended, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign How To Import From Excel Spreadsheet

Here’s an automation I got 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, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t suggest.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they have actually already been gotten rid of from the automation using a separate automation) – Active Campaign How To Import From Excel Spreadsheet.

Active Campaign How To Import From Excel Spreadsheet

Active Campaign How To Import From Excel SpreadsheetActive Campaign How To Import From Excel Spreadsheet

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me know that they don’t have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. Active Campaign How To Import From Excel Spreadsheet. I utilized to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send out an easy “do you still desire my emails?” confirmation.