To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact signs up 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 certain point in another automation.
From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the objective’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 remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Activecampaign Newsletter.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is added to the contact A custom-made field is updated with a certain value From there, you can create Conditions, to examine whether the contact has a specific tag or custom-made field value.
You can also produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date occurs A customized field is updated with a certain value You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I ‘d like to construct it. Many marketers build very simple e-mail sequences for their “email courses.” A contact signs up, and after that that contact immediately starts 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 brand-new course begins each Monday morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I use to invite new students 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 Newsletter).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with friends.
The contact will begin getting lessons the following Monday 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 wish to send them the proper e-mail for their level of engagement – Activecampaign Newsletter. Activecampaign Newsletter. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away hit the “Objective” towards the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Activecampaign Newsletter.
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 signed up, participated in, missed, 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 promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell 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, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t advise.
Some customers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually currently been eliminated from the automation using a separate automation) – Activecampaign Newsletter.
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 don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. Activecampaign Newsletter. I utilized to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my e-mails?” verification.