How To Add An Existing Contact To A New Automation Active Campaign

How To Add An Existing Contact To A New Automation Active Campaign

How To Add An Existing Contact To A New Automation Active CampaignHow To Add An Existing Contact To A New Automation Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a certain 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 e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – How To Add An Existing Contact To A New Automation Active Campaign.

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

How To Add An Existing Contact To A New Automation Active Campaign

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 buys A date occurs A custom-made field is updated with a particular 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 construct my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I wish to develop it. Numerous marketers develop really easy e-mail sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however impossible 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 register by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

How To Add An Existing Contact To A New Automation Active Campaign

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 out all contacts a “welcome email (How To Add An Existing Contact To A New Automation Active Campaign).” 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” email to get the trainees 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 registration 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send the exact same email to every person on my list. I wish to send them the appropriate email for their level of engagement – How To Add An Existing Contact To A New Automation Active Campaign. How To Add An Existing Contact To A New Automation Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently bought the product I pitch in the webinar.

How To Add An Existing Contact To A New Automation Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Add An Existing Contact To A New Automation Active Campaign.

This allows 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 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 most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other e-mails to get to the people who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

How To Add An Existing Contact To A New Automation Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, 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 overwhelming at 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, in some cases you have to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not advise.

Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – How To Add An Existing Contact To A New Automation Active Campaign.

How To Add An Existing Contact To A New Automation Active Campaign

How To Add An Existing Contact To A New Automation Active CampaignHow To Add An Existing Contact To A New Automation Active Campaign

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. How To Add An Existing Contact To A New Automation Active Campaign. I utilized to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my e-mails?” verification.