How To Import Csv File Into Active Campaign

How To Import Csv File Into Active Campaign

How To Import Csv File Into Active CampaignHow To Import Csv File Into Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a certain 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 out an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid 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 eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Import Csv File Into Active Campaign.

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

How To Import Csv File Into Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date happens A customized field is upgraded with a specific value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I ‘d like to build it. Many online marketers develop really easy e-mail series for their “e-mail courses.” A contact signs up, and after that that contact immediately begins getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.

How To Import Csv File Into Active Campaign

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Import Csv File Into Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and motivate them to share it with buddies.

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 email 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 the same email to every person on my list. I wish to send them the suitable e-mail for their level of engagement – How To Import Csv File Into Active Campaign. How To Import Csv File Into Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the item I pitch in the webinar.

How To Import Csv File Into Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly hit the “Objective” toward 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 Import Csv File Into Active Campaign.

This enables me to personalize 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, attended, missed, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Import Csv File Into 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not advise.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one email 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 confirmation link in the previous email, they have actually currently been removed from the automation using a different automation) – How To Import Csv File Into Active Campaign.

How To Import Csv File Into Active Campaign

How To Import Csv File Into Active CampaignHow To Import Csv File Into Active Campaign

The automation then unsubscribes them. My e-mails likewise 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 kind adds a tag that I utilize to filter those contacts out. How To Import Csv File Into Active Campaign. I used to add this tag when they clicked 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 emails?” confirmation.

How To Import Csv File Into Active Campaign

How To Import Csv File Into Active Campaign

How To Import Csv File Into Active CampaignHow To Import Csv File Into Active Campaign

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (readily available in the “Pro” plan) 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 out an email Inform a staff 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 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 details Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Import Csv File Into Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a kind The contact buys A tag is contributed to the contact A custom field is upgraded with a certain worth From there, you can create Conditions, to examine whether the contact has a certain tag or custom-made field value.

How To Import Csv File Into Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date takes place A custom-made field is upgraded with a certain worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my email course exactly how I ‘d like to build it. Numerous online marketers build extremely simple email sequences for their “email courses.” A contact register, and then that contact immediately begins getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. 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 To Import Csv File Into Active Campaign

Here’s the automation I utilize to welcome 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 Import Csv File Into Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the exact same e-mail to everyone on my list. I want to send them the appropriate email for their level of engagement – How To Import Csv File Into Active Campaign. How To Import Csv File Into Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently purchased the product I pitch in the webinar.

How To Import Csv File Into Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they right away struck the “Goal” toward 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 Import Csv File Into 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 registered, went to, missed, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Import Csv File Into Active Campaign

Here’s an automation I got 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 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 email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over again.

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

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been hectic. 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 email list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – How To Import Csv File Into Active Campaign.

How To Import Csv File Into Active Campaign

How To Import Csv File Into Active CampaignHow To Import Csv File Into Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Import Csv File Into Active Campaign. I utilized to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my e-mails?” verification.