How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active CampaignHow To Send Happy Birthday On Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s place 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 Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Send Happy Birthday On Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field worth.

How To Send Happy Birthday On Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date takes place A customized field is updated with a particular 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 main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to build it. Lots of marketers develop very simple e-mail sequences for their “e-mail courses.” A contact indications up, and then that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however impossible 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 morning. When I first tried this methodology, I was on MailChimp.

How To Send Happy Birthday On Active Campaign

Here’s the automation I use to invite brand-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 Send Happy Birthday On Active Campaign).” The automation validates 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” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday 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 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 want to send out the same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Send Happy Birthday On Active Campaign. How To Send Happy Birthday On Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.

How To Send Happy Birthday On Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Send Happy Birthday On 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 out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

How To Send Happy Birthday On Active Campaign

Here’s an automation I received 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, 30 days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t recommend.

Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one e-mail 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 e-mail (if they currently clicked on the confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a separate automation) – How To Send Happy Birthday On Active Campaign.

How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active CampaignHow To Send Happy Birthday On Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This kind adds a tag that I use to filter those contacts out. How To Send Happy Birthday On Active Campaign. I utilized to include 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 out a simple “do you still want my emails?” confirmation.

How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active CampaignHow To Send Happy Birthday On Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate 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 choices (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 out an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s place 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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Send Happy Birthday On Active Campaign.

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

How To Send Happy Birthday On Active Campaign

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 added or removed The contact buys A date takes place A customized field is upgraded with a particular worth You don’t produce e-mails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this approach, I was on MailChimp.

How To Send Happy Birthday On Active Campaign

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Send Happy Birthday On 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 trainees prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the same e-mail to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Send Happy Birthday On Active Campaign. How To Send Happy Birthday On Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product I pitch in the webinar.

How To Send Happy Birthday On Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. How To Send Happy Birthday On 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 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 money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

How To Send Happy Birthday On 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 e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

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

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous email, they’ve already been gotten rid of from the automation utilizing a separate automation) – How To Send Happy Birthday On Active Campaign.

How To Send Happy Birthday On Active Campaign

How To Send Happy Birthday On Active CampaignHow To Send Happy Birthday On 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 know that they do not have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. How To Send Happy Birthday On Active Campaign. I used to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my emails?” confirmation.