To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip 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 existing 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-made Audience management are all “Pro” features – Activecampaign Forms.
Contrast with ConvertKit‘s Automations, which are more limited. 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 field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field worth.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact buys A date takes place A custom-made field is updated with a certain value You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course precisely how I wish to develop it. Lots of marketers construct very easy e-mail series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I use to welcome 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 (Activecampaign Forms).” The automation confirms 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 encourage them to share it with pals.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration 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 want to send out the exact same e-mail to everyone on my list. I wish to send them the proper email for their level of engagement – Activecampaign Forms. Activecampaign Forms. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they immediately hit the “Goal” towards the end 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. Activecampaign Forms.
This allows 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 include tags based upon whether the contact registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained 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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t advise.
Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have been hectic. 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 currently clicked the verification link in the previous e-mail, they’ve already been removed from the automation using a different automation) – Activecampaign Forms.
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. Activecampaign Forms. I used to add 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 only send out a simple “do you still desire my emails?” confirmation.