Hippa Compliance Active Campaign

Hippa Compliance Active Campaign

Hippa Compliance Active CampaignHippa Compliance Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available 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 objectives (The contact can skip 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 information Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Hippa Compliance Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a type The contact buys A tag is included to the contact A custom-made field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field value.

Hippa Compliance Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date happens A custom-made field is updated with a particular value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to build it. Many marketers construct really easy email sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

Hippa Compliance Active Campaign

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Hippa Compliance Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with good 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 early 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 out the exact same email to everyone on my list. I wish to send them the proper email for their level of engagement – Hippa Compliance Active Campaign. Hippa Compliance Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently bought the item I pitch in the webinar.

Hippa Compliance Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Goal” 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. Hippa Compliance 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 combination panel: I can add tags based upon whether the contact signed up, went to, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Hippa Compliance 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes 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, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not suggest.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have 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 clean. 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) – Hippa Compliance Active Campaign.

Hippa Compliance Active Campaign

Hippa Compliance Active CampaignHippa Compliance Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me know that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. Hippa Compliance Active Campaign. I used to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my emails?” confirmation.