Active Campaign Road Roadshow

Active Campaign Road Roadshow

Active Campaign Road RoadshowActive Campaign Road Roadshow

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a form 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 constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Road Roadshow.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact buys A tag is included to the contact A customized field is updated with a specific value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom-made field value.

Active Campaign Road Roadshow

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date takes place A custom-made field is updated with a specific worth You do not produce emails 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 e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to build it. Lots of online marketers construct extremely simple e-mail series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

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

Active Campaign Road Roadshow

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Road Roadshow).” 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 all set 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 early 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 wish to send out the very same email to every individual on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Road Roadshow. Active Campaign Road Roadshow. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently acquired the product I pitch in the webinar.

Active Campaign Road Roadshow

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Road Roadshow.

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 include tags based upon whether the contact registered, went to, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign Road Roadshow

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t advise.

Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they have actually already been removed from the automation using a separate automation) – Active Campaign Road Roadshow.

Active Campaign Road Roadshow

Active Campaign Road RoadshowActive Campaign Road Roadshow

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. Active Campaign Road Roadshow. I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my e-mails?” confirmation.