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To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (readily 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 offered in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (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 details Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Activecampaign Down.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field value.

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You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact makes a purchase A date occurs A customized field is upgraded with a particular value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I want to build it. Many marketers build really basic email sequences for their “e-mail courses.” A contact signs up, and after that that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

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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 out all contacts a “welcome e-mail (Activecampaign Down).” 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 trainees prepared for next week’s course, and motivate them to share it with buddies.

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 wish to send out the same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Activecampaign Down. Activecampaign Down. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased 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 encourage them to register. If they sign up, they right away struck the “Goal” 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. Activecampaign Down.

This enables me to customize 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 signed up, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

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Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell 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, 1 month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes 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. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t recommend.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they have actually currently been gotten rid of from the automation utilizing a different automation) – Activecampaign Down.

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The automation then unsubscribes them. My e-mails likewise 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 utilize to filter those contacts out. Activecampaign Down. I utilized to add this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my e-mails?” confirmation.