How Does Active Campaign Organize Information

How Does Active Campaign Organize Information

How Does Active Campaign Organize InformationHow Does Active Campaign Organize Information

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (offered 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 testing 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How Does Active Campaign Organize Information.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is included to the contact A custom-made field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a specific tag or customized field worth.

How Does Active Campaign Organize Information

You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date takes place A custom-made field is updated with a certain worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I ‘d like to build it. Numerous marketers develop extremely basic email sequences for their “email courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email 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 morning. When I first tried this approach, I was on MailChimp.

How Does Active Campaign Organize Information

Here’s the automation I use to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How Does Active Campaign Organize Information).” 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 prepared 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 the very same email to every person on my list. I want to send them the suitable e-mail for their level of engagement – How Does Active Campaign Organize Information. How Does Active Campaign Organize Information. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently purchased the item I pitch in the webinar.

How Does Active Campaign Organize Information

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they immediately hit the “Objective” towards the end 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 Does Active Campaign Organize Information.

This enables me to customize 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 for how long they remained in the webinar. These tags can then set off 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. Individuals who do not open my emails make it harder for other e-mails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How Does Active Campaign Organize Information

Here’s an automation I received 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 includes 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 starts this automation over again.

This automation can be overwhelming at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not recommend.

Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a different automation) – How Does Active Campaign Organize Information.

How Does Active Campaign Organize Information

How Does Active Campaign Organize InformationHow Does Active Campaign Organize Information

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. How Does Active Campaign Organize Information. I utilized to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” verification.