Customer Service Automation Active Campaign

Customer Service Automation Active Campaign

Customer Service Automation Active CampaignCustomer Service Automation Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the objective’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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Customer Service Automation Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is included to the contact A custom field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a particular tag or custom-made field worth.

Customer Service Automation Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date takes place A customized field is updated with a particular value You do not produce 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 email course. ActiveCampaign makes it simple for me to build my email course exactly how I want to construct it. Lots of marketers build very basic e-mail series for their “email courses.” A contact signs up, and then that contact right away starts getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.

Customer Service Automation Active Campaign

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Customer Service Automation Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with buddies.

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 email 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 don’t want to send the exact same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Customer Service Automation Active Campaign. Customer Service Automation Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

Customer Service Automation Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away hit the “Objective” 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. Customer Service Automation Active Campaign.

This allows me to personalize 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 how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Customer Service Automation Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 starts this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I do not recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a different automation) – Customer Service Automation Active Campaign.

Customer Service Automation Active Campaign

Customer Service Automation Active CampaignCustomer Service Automation Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. Customer Service Automation Active Campaign. I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my e-mails?” confirmation.