To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site choices (offered in the “Pro” plan) 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 email Inform a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the goal’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 information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Activecampaign Salesforce.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is added to the contact A custom field is updated with a particular value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field worth.
You can also create Events, 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 makes a purchase A date happens A custom field is updated with a specific worth You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method 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. Many marketers build extremely basic e-mail series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.
It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Activecampaign Salesforce).” The automation confirms 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 ready for next week’s course, and motivate them to share it with friends.
The contact will start 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 early morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I do not wish to send the exact same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Activecampaign Salesforce. Activecampaign Salesforce. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought 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 sign up. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Activecampaign Salesforce.
This enables 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, attended, missed out on, or based upon the length of time they stayed in the webinar. These tags can then activate 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. People who don’t open my emails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts this automation over once again.
This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t recommend.
Some subscribers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they have actually currently been removed from the automation utilizing a different automation) – Activecampaign Salesforce.
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. Activecampaign Salesforce. 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 out an easy “do you still want my e-mails?” verification.