Creating Contact Profile Active Campaign

Creating Contact Profile Active Campaign

Creating Contact Profile Active CampaignCreating Contact Profile Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact subscribes to 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 particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily 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 skip to the goal’s place 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 information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Creating Contact Profile Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is added to the contact A customized field is upgraded with a specific worth From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field worth.

Creating Contact Profile Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date happens A custom-made field is upgraded with a particular value You don’t 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 easy for me to build my email course exactly how I wish to construct it. Numerous marketers construct very simple e-mail series for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first tried this approach, I was on MailChimp.

Creating Contact Profile Active Campaign

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 e-mail (Creating Contact Profile Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till 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 friends.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration 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 desire to send the very same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Creating Contact Profile Active Campaign. Creating Contact Profile Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already acquired the product I pitch in the webinar.

Creating Contact Profile Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Creating Contact Profile Active Campaign.

This enables me to customize 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 registered, went to, missed, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Creating Contact Profile Active Campaign

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t suggest.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation utilizing a different automation) – Creating Contact Profile Active Campaign.

Creating Contact Profile Active Campaign

Creating Contact Profile Active CampaignCreating Contact Profile Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me know that they don’t have tracking allowed. This form includes a tag that I use to filter those contacts out. Creating Contact Profile Active Campaign. I used 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 a basic “do you still desire my e-mails?” verification.