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To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid 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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Slack Icon.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is added to the contact A customized field is upgraded with a specific value From there, you can produce Conditions, to check whether the contact has a particular tag or customized field value.

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You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date happens A custom field is updated with a certain value You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I want to construct it. Lots of online marketers develop very easy e-mail sequences for their “e-mail courses.” A contact indications up, and then that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. 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 morning. When I first tried this approach, I was on MailChimp.

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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 out all contacts a “welcome e-mail (Active Campaign Slack Icon).” The automation validates 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” e-mail to get the students prepared for next week’s course, and motivate them to share it with good friends.

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 e-mail 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 don’t wish to send the same e-mail to every individual on my list. I desire to send them the suitable email for their level of engagement – Active Campaign Slack Icon. Active Campaign Slack Icon. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.

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Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Slack Icon.

This enables me to personalize 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, attended, 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 most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other emails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

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Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts this automation over 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 solution. However, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.

Some subscribers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation using a separate automation) – Active Campaign Slack Icon.

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The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. Active Campaign Slack Icon. I utilized to include 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 out a basic “do you still want my emails?” confirmation.