Active Campaign Schedule Appointment

Active Campaign Schedule Appointment

Active Campaign Schedule AppointmentActive Campaign Schedule Appointment

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a particular 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 an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the objective’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 information Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Schedule Appointment.

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 contributed to the contact A custom field is updated with a particular worth From there, you can develop Conditions, to examine whether the contact has a specific tag or customized field worth.

Active Campaign Schedule Appointment

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date happens A customized field is upgraded with a certain value You don’t produce e-mails 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 want to develop it. Many online marketers develop very simple email series for their “email courses.” A contact indications up, and after that that contact right away begins getting lessons.

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign Schedule Appointment

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Schedule Appointment).” 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 all set for next week’s course, and motivate them to share it with buddies.

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 e-mail 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 wish to send out the exact same e-mail to everyone on my list. I wish to send them the proper email for their level of engagement – Active Campaign Schedule Appointment. Active Campaign Schedule Appointment. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

Active Campaign Schedule Appointment

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 struck the “Goal” 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 Schedule Appointment.

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 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 activate automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign Schedule Appointment

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that 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 do not suggest.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they’ve currently been gotten rid of from the automation using a separate automation) – Active Campaign Schedule Appointment.

Active Campaign Schedule Appointment

Active Campaign Schedule AppointmentActive Campaign Schedule Appointment

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 know that they don’t have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. Active Campaign Schedule Appointment. I used to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my emails?” confirmation.