Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the goal’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 details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How To Send Leads To Team.

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

Active Campaign How To Send Leads To Team

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date happens A customized field is upgraded with a particular worth You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to construct it. Lots of marketers develop extremely easy email series for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday morning. When I first tried this approach, I was on MailChimp.

Active Campaign How To Send Leads To Team

Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign How To Send Leads To Team).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up email 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 do not want to send the same email to every individual on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign How To Send Leads To Team. Active Campaign How To Send Leads To Team. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.

Active Campaign How To Send Leads To Team

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign How To Send Leads To Team.

This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, participated in, missed, or based upon the length of time 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 promotions tab. Individuals who do not open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign How To Send Leads To Team

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I do not suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they have actually currently been removed from the automation using a separate automation) – Active Campaign How To Send Leads To Team.

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. Active Campaign How To Send Leads To Team. I used to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my emails?” confirmation.