Active Campaign Lead Management

Active Campaign Lead Management

Active Campaign Lead ManagementActive Campaign Lead Management

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (readily available in the “Pro” strategy) 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 available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Lead Management.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is contributed to the contact A customized field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a certain tag or custom field value.

Active Campaign Lead Management

You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date takes place A custom field is upgraded with a particular worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I ‘d like to construct it. Lots of marketers build extremely basic email series for their “email courses.” A contact signs up, and then that contact right away starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.

Active Campaign Lead Management

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 Lead Management).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and encourage 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 registration for next week’s class. They’ll get the pump up email the following Friday early 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 e-mail to everyone on my list. I desire to send them the proper e-mail for their level of engagement – Active Campaign Lead Management. Active Campaign Lead Management. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already purchased the product I pitch in the webinar.

Active Campaign Lead Management

Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately struck the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Lead Management.

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 the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it more most 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 actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.

Active Campaign Lead Management

Here’s an automation I got 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, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I don’t recommend.

Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they have actually currently been removed from the automation utilizing a different automation) – Active Campaign Lead Management.

Active Campaign Lead Management

Active Campaign Lead ManagementActive Campaign Lead Management

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Active Campaign Lead Management. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my e-mails?” verification.