To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid 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 Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Activecampaign Crm.
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 makes a purchase A tag is added to the contact A custom-made field is updated with a particular value From there, you can create Conditions, to check whether the contact has a specific tag or custom field value.
You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date happens A custom field is updated with a specific worth 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 main method I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to construct it. Many online marketers build very simple e-mail sequences for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Activecampaign Crm).” The automation confirms 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” e-mail to get the trainees all set for next week’s course, and motivate them to share it with friends.
The contact will start 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 email 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 desire to send out the exact same email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – Activecampaign Crm. Activecampaign Crm. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately hit the “Objective” toward the end 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. Activecampaign Crm.
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 out on, or based upon the length of time 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 don’t open my e-mails make it harder for other e-mails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 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 at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not suggest.
Some subscribers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they’ve currently been removed from the automation using a separate automation) – Activecampaign Crm.
The automation then unsubscribes them. My e-mails also have a link to a type 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 use to filter those contacts out. Activecampaign Crm. I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send a simple “do you still want my e-mails?” confirmation.