Active Campaign Personalization Tasks

Active Campaign Personalization Tasks

Active Campaign Personalization TasksActive Campaign Personalization Tasks

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact sends a type E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily 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 objectives (The contact can skip 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 details Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Personalization Tasks.

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

Active Campaign Personalization Tasks

You can likewise create Events, 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 purchases A date happens A custom-made field is updated with a certain value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I want to build it. Many online marketers construct really simple e-mail series for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday morning. When I first attempted this method, I was on MailChimp.

Active Campaign Personalization Tasks

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Personalization Tasks).” The automation confirms 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 trainees ready for next week’s course, and motivate them to share it with friends.

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 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 don’t wish to send out the exact same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign Personalization Tasks. Active Campaign Personalization Tasks. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.

Active Campaign Personalization Tasks

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Personalization Tasks.

This allows 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 registered, went to, missed, or based upon for how long they remained in the webinar. These tags can then activate 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 truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign Personalization Tasks

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t recommend.

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually currently been removed from the automation using a separate automation) – Active Campaign Personalization Tasks.

Active Campaign Personalization Tasks

Active Campaign Personalization TasksActive Campaign Personalization Tasks

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking allowed. This kind includes a tag that I use to filter those contacts out. Active Campaign Personalization Tasks. I utilized to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my e-mails?” verification.