Does Active Campaign Have A Crm

Does Active Campaign Have A Crm

Does Active Campaign Have A CrmDoes Active Campaign Have A Crm

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (readily available 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 available in ActiveCampaign’s automations are: Send an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 details Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Does Active Campaign Have A Crm.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can develop Conditions, to examine whether the contact has a particular tag or custom-made field value.

Does Active Campaign Have A Crm

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date happens A custom field is upgraded with a certain worth 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 way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course exactly how I ‘d like to build it. Lots of online marketers develop very basic email sequences for their “email courses.” A contact signs up, and then that contact right away starts getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.

Does Active Campaign Have A Crm

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Does Active Campaign Have A Crm).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students ready for next week’s course, and encourage 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t 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 – Does Active Campaign Have A Crm. Does Active Campaign Have A Crm. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already purchased the product I pitch in the webinar.

Does Active Campaign Have A Crm

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 register, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Does Active Campaign Have A Crm.

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 include tags based upon whether the contact signed up, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Does Active Campaign Have A Crm

Here’s an automation I got 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I don’t advise.

Some customers don’t have tracking turned on, so their opens aren’t taped. Others still want to be subscribed but have been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly describing 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 email, they’ve already been gotten rid of from the automation utilizing a separate automation) – Does Active Campaign Have A Crm.

Does Active Campaign Have A Crm

Does Active Campaign Have A CrmDoes Active Campaign Have A Crm

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking enabled. This form includes a tag that I use to filter those contacts out. Does Active Campaign Have A Crm. I used to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my e-mails?” verification.