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 sends a type E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip 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 information Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Activecampaign Training.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact makes a purchase A tag is contributed to the contact A customized field is updated with a particular worth From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field worth.
You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date occurs A custom field is updated with a particular worth You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I wish to develop it. Numerous online marketers develop really easy e-mail sequences for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.
It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Activecampaign Training).” 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” email to get the students all set for next week’s course, and encourage them to share it with good friends.
The contact will begin 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 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 want to send out the same email to every person on my list. I want to send them the appropriate e-mail for their level of engagement – Activecampaign Training. Activecampaign Training. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently bought the item I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately hit the “Objective” towards completion 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 Training.
This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact signed up, attended, missed, 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 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 actually desire them! The “Pro” plan of ActiveCampaign has 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 emails. When a contact subscribes, this automation includes 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 separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be frustrating in the beginning, 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, often you have to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t advise.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still desire 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 on the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a different automation) – Activecampaign Training.
The automation then unsubscribes them. My e-mails 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 made it possible for. This kind adds a tag that I use to filter those contacts out. Activecampaign Training. I utilized to add 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 a simple “do you still desire my emails?” confirmation.