How Do I Get My Active Campaign History Back Into Sales Force?

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 added When a contact signs up for a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail 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 goal’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How Do I Get My Active Campaign History Back Into Sales Force?.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact makes a purchase A tag is included to the contact A customized field is updated with a particular value From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field value.

How Do I Get My Active Campaign History Back Into Sales Force?

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 purchases A date happens A customized field is updated with a particular worth You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to construct it. Many online marketers construct very basic email series for their “e-mail courses.” A contact indications up, and then that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.

How Do I Get My Active Campaign History Back Into Sales Force?

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How Do I Get My Active Campaign History Back Into Sales Force?).” The automation verifies 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 students ready for next week’s course, and motivate them to share it with pals.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 want to send the same email to everyone on my list. I want to send them the suitable email for their level of engagement – How Do I Get My Active Campaign History Back Into Sales Force?. How Do I Get My Active Campaign History Back Into Sales Force?. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently bought the item I pitch in the webinar.

How Do I Get My Active Campaign History Back Into Sales Force?

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away struck 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. How Do I Get My Active Campaign History Back Into Sales Force?.

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 include tags based upon whether the contact registered, went to, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

How Do I Get My Active Campaign History Back Into Sales Force?

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates 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 option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a different automation) – How Do I Get My Active Campaign History Back Into Sales Force?.

How Do I Get My Active Campaign History Back Into Sales Force?

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. How Do I Get My Active Campaign History Back Into Sales Force?. I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my e-mails?” confirmation.

How Do I Get My Active Campaign History Back Into Sales Force?

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact submits a kind E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How Do I Get My Active Campaign History Back Into Sales Force?.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is added to the contact A custom field is upgraded with a specific value From there, you can produce Conditions, to check whether the contact has a particular tag or customized field value.

How Do I Get My Active Campaign History Back Into Sales Force?

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date happens A custom-made field is upgraded with a particular value You do not create e-mails 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 email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I ‘d like to construct it. Lots of online marketers develop extremely basic email series for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

How Do I Get My Active Campaign History Back Into Sales Force?

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How Do I Get My Active Campaign History Back Into Sales Force?).” 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 students all set for next week’s course, and encourage 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 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 don’t want to send out the very same email to every person on my list. I wish to send them the proper email for their level of engagement – How Do I Get My Active Campaign History Back Into Sales Force?. How Do I Get My Active Campaign History Back Into Sales Force?. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently bought the product I pitch in the webinar.

How Do I Get My Active Campaign History Back Into Sales Force?

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they instantly hit the “Objective” towards 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. How Do I Get My Active Campaign History Back Into Sales Force?.

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

How Do I Get My Active Campaign History Back Into Sales Force?

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell 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 new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t advise.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have actually been busy. 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 email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually already been eliminated from the automation using a different automation) – How Do I Get My Active Campaign History Back Into Sales Force?.

How Do I Get My Active Campaign History Back Into Sales Force?

The automation then unsubscribes them. My emails also 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 type adds a tag that I use to filter those contacts out. How Do I Get My Active Campaign History Back Into Sales Force?. I used to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my e-mails?” confirmation.