Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A CrmCan I Use Active Campaign As A Crm

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site choices (available in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send out an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Can I Use Active Campaign As A Crm.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a form The contact purchases A tag is added to the contact A custom-made field is upgraded with a certain value From there, you can create Conditions, to inspect whether the contact has a specific tag or custom-made field worth.

Can I Use Active Campaign As A Crm

You can likewise 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 gotten rid of The contact makes a purchase A date occurs A custom-made field is upgraded with a particular worth You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I ‘d like to build it. Lots of marketers develop very easy e-mail sequences for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. 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 tried this methodology, I was on MailChimp.

Can I Use Active Campaign As A Crm

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Can I Use Active Campaign As A Crm).” The automation verifies 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 motivate them to share it with friends.

The contact will start 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 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 don’t 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 – Can I Use Active Campaign As A Crm. Can I Use Active Campaign As A Crm. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently acquired the item I pitch in the webinar.

Can I Use Active Campaign As A Crm

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” toward 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. Can I Use Active Campaign As A Crm.

This allows 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 add tags based upon whether the contact registered, participated in, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more 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 the people who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Can I Use Active Campaign As A Crm

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating initially, 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, in some cases you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t recommend.

Some subscribers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one e-mail 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 e-mail (if they already clicked on the confirmation link in the previous email, they’ve already been removed from the automation utilizing a different automation) – Can I Use Active Campaign As A Crm.

Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A CrmCan I Use Active Campaign As A Crm

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 understand that they don’t have tracking allowed. This type adds a tag that I utilize to filter those contacts out. Can I Use Active Campaign As A Crm. I utilized to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my e-mails?” verification.