How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form 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 begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid 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 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 Save An Email As A Template In Active Campaign.

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

How To Save An Email As A Template In Active Campaign

You can likewise produce Events, 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 purchases A date happens A customized field is updated with a specific value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to build it. Many online marketers build extremely easy e-mail series for their “email courses.” A contact signs 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 method. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.

How To Save An Email As A Template In Active Campaign

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Save An Email As A Template In 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” email to get the students 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send out the same e-mail to everyone on my list. I want to send them the appropriate email for their level of engagement – How To Save An Email As A Template In Active Campaign. How To Save An Email As A Template In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently acquired the item I pitch in the webinar.

How To Save An Email As A Template In Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Save An Email As A Template In 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 combination panel: I can add tags based upon whether the contact registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Save An Email As A Template In Active Campaign

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one 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 starts this automation over again.

This automation can be frustrating initially, and this is one of 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 a choice to erase inactive subscribers, which I do not suggest.

Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail 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 e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation using a different automation) – How To Save An Email As A Template In Active Campaign.

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This kind adds a tag that I use to filter those contacts out. How To Save An Email As A Template In Active Campaign. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my emails?” confirmation.