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To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is included 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 particular point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s place in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Wrap Text Image.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A custom field is updated with a specific value From there, you can create Conditions, to check whether the contact has a particular tag or custom-made field value.

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You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date happens A customized field is updated with a particular worth You don’t produce emails in ConvertKit’s Automations.

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

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.

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Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Wrap Text Image).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the trainees all set for next week’s course, and motivate them to share it with friends.

The contact will begin getting lessons the following Monday early 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 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 email to everyone on my list. I desire to send them the appropriate email for their level of engagement – Active Campaign Wrap Text Image. Active Campaign Wrap Text Image. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.

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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 immediately hit the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Wrap Text Image.

This enables 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 add tags based upon whether the contact registered, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

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Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. 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 different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they have actually already been gotten rid of from the automation using a different automation) – Active Campaign Wrap Text Image.

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The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking enabled. This kind adds a tag that I use to filter those contacts out. Active Campaign Wrap Text Image. I used to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my emails?” confirmation.