To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform a staff member 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 location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Activecampaign Support.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a certain tag or custom field value.
You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date happens A customized field is updated with a certain worth You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main 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 construct it. Numerous online marketers build really basic e-mail sequences for their “e-mail courses.” A contact indications up, and then that contact right away starts getting lessons.
It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Activecampaign Support).” 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 all set for next week’s course, and encourage them to share it with pals.
The contact will begin 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 the very same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – Activecampaign Support. Activecampaign Support. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the product I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Activecampaign Support.
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 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 trigger automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over again.
This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not recommend.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they have actually already been removed from the automation utilizing a different automation) – Activecampaign Support.
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 know that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. Activecampaign Support. I used to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my e-mails?” verification.