Active Campaign Tutorial Funnel

Active Campaign Tutorial Funnel

Active Campaign Tutorial FunnelActive Campaign Tutorial Funnel

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off 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 (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’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 details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Tutorial Funnel.

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

Active Campaign Tutorial Funnel

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date happens A customized field is updated with a particular value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I wish to build it. Lots of marketers develop very simple email sequences for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. 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 starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign Tutorial Funnel

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Tutorial Funnel).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students all set for next week’s course, and encourage them to share it with good 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 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 desire to send the same e-mail to every person on my list. I wish to send them the suitable email for their level of engagement – Active Campaign Tutorial Funnel. Active Campaign Tutorial Funnel. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already purchased the product I pitch in the webinar.

Active Campaign Tutorial Funnel

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Tutorial Funnel.

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 add tags based upon whether the contact registered, participated in, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign Tutorial Funnel

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

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not suggest.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still want to be subscribed but have been busy. Here’s my reactivation series: 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 e-mail (if they already clicked the verification link in the previous e-mail, they’ve currently been removed from the automation using a different automation) – Active Campaign Tutorial Funnel.

Active Campaign Tutorial Funnel

Active Campaign Tutorial FunnelActive Campaign Tutorial Funnel

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. Active Campaign Tutorial Funnel. I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my emails?” verification.