How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s place 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 Customized Audience management are all “Pro” features – How To Bulk Add Tasks In Active Campaign.

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

How To Bulk Add Tasks In Active Campaign

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date happens A custom-made field is updated with a particular value You don’t produce 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 easy for me to develop my e-mail course precisely how I want to construct it. Lots of marketers construct really easy email sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not 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 starts each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Bulk Add Tasks In Active Campaign

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Bulk Add Tasks In Active Campaign).” The automation confirms 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 buddies.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration 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 don’t wish to send out the very same email to every person on my list. I desire to send them the appropriate email for their level of engagement – How To Bulk Add Tasks In Active Campaign. How To Bulk Add Tasks In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already purchased the product I pitch in the webinar.

How To Bulk Add Tasks In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Bulk Add Tasks In 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 include tags based upon whether the contact signed up, participated in, missed, 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 more likely that my e-mails go to spam or Gmail’s promos 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 constructed in.

How To Bulk Add Tasks In Active Campaign

Here’s an automation I got 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, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – How To Bulk Add Tasks In Active Campaign.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

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 don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Bulk Add Tasks In Active Campaign. I used 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 just send out an easy “do you still desire my e-mails?” confirmation.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific 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 email Alert a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (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 information Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Bulk Add Tasks In Active Campaign.

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

How To Bulk Add Tasks In Active Campaign

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date happens A custom-made field is upgraded with a certain value You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to construct it. Numerous online marketers build very simple e-mail sequences for their “email courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday morning. When I first tried this method, I was on MailChimp.

How To Bulk Add Tasks In Active Campaign

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 out all contacts a “welcome e-mail (How To Bulk Add Tasks In 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 students prepared for next week’s course, and motivate them to share it with buddies.

The contact will start getting lessons the following Monday 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 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 email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – How To Bulk Add Tasks In Active Campaign. How To Bulk Add Tasks In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

How To Bulk Add Tasks In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly hit the “Goal” towards the end 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. How To Bulk Add Tasks In Active Campaign.

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 add tags based upon whether the contact registered, 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 money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

How To Bulk Add Tasks In 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 separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually currently been removed from the automation using a different automation) – How To Bulk Add Tasks In Active Campaign.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

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 allowed. This type adds a tag that I utilize to filter those contacts out. How To Bulk Add Tasks In Active Campaign. I used to add this tag when they clicked on a link, however 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.