How To Pass First Name Field To Active Campaign With Zapier

How To Pass First Name Field To Active Campaign With Zapier

How To Pass First Name Field To Active Campaign With ZapierHow To Pass First Name Field To Active Campaign With Zapier

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily 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 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-made Audience management are all “Pro” features – How To Pass First Name Field To Active Campaign With Zapier.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A customized field is upgraded with a specific value From there, you can produce Conditions, to check whether the contact has a specific tag or customized field value.

How To Pass First Name Field To Active Campaign With Zapier

You can likewise create 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 happens A customized field is upgraded with a specific value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I want to construct it. Numerous marketers develop extremely simple e-mail series for their “e-mail courses.” A contact indications up, and then that contact immediately begins getting lessons.

It was easy to construct 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 early morning. When I initially tried this method, I was on MailChimp.

How To Pass First Name Field To Active Campaign With Zapier

Here’s the automation I use to invite new students 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 Pass First Name Field To Active Campaign With Zapier).” 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 out a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with friends.

The contact will begin getting lessons the following Monday 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 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 do not wish to send out the exact same e-mail to every individual on my list. I want to send them the suitable email for their level of engagement – How To Pass First Name Field To Active Campaign With Zapier. How To Pass First Name Field To Active Campaign With Zapier. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.

How To Pass First Name Field To Active Campaign With Zapier

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they instantly struck the “Objective” toward 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 Pass First Name Field To Active Campaign With Zapier.

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 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 more likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Pass First Name Field To Active Campaign With Zapier

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not advise.

Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have 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 email list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – How To Pass First Name Field To Active Campaign With Zapier.

How To Pass First Name Field To Active Campaign With Zapier

How To Pass First Name Field To Active Campaign With ZapierHow To Pass First Name Field To Active Campaign With Zapier

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me know that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. How To Pass First Name Field To Active Campaign With Zapier. I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I just send a simple “do you still desire my e-mails?” confirmation.