How To Export Specific Stages In Active Campaign

How To Export Specific Stages In Active Campaign

How To Export Specific Stages In Active CampaignHow To Export Specific Stages In Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site options (offered in the “Pro” strategy) 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 readily available in ActiveCampaign’s automations are: Send out an email Notify a team member 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 location 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 Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Export Specific Stages In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a form The contact makes a purchase A tag is added to the contact A customized field is upgraded with a specific worth From there, you can develop Conditions, to inspect whether the contact has a particular tag or customized field worth.

How To Export Specific Stages In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact buys A date takes place A customized field is upgraded with a particular value 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 construct my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to construct it. Lots of marketers build very easy e-mail series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this methodology, I was on MailChimp.

How To Export Specific Stages In Active Campaign

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Export Specific Stages In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the same e-mail to everyone on my list. I wish to send them the suitable email for their level of engagement – How To Export Specific Stages In Active Campaign. How To Export Specific Stages In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already bought the product I pitch in the webinar.

How To Export Specific Stages In Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they right away hit the “Objective” towards completion 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 Export Specific Stages 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 combination panel: I can include tags based upon whether the contact registered, attended, missed out on, or based upon how long 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 e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the people who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

How To Export Specific Stages In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not suggest.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send 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 verification link in the previous email, they have actually already been gotten rid of from the automation utilizing a different automation) – How To Export Specific Stages In Active Campaign.

How To Export Specific Stages In Active Campaign

How To Export Specific Stages In Active CampaignHow To Export Specific Stages In 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 allowed. This kind adds a tag that I utilize to filter those contacts out. How To Export Specific Stages In Active Campaign. I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my emails?” confirmation.