How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active CampaignHow To Set Goals For Your Contact In Active Campaign

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

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (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 information Include 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 Set Goals For Your Contact In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom field is updated with a specific worth From there, you can produce Conditions, to examine whether the contact has a certain tag or customized field worth.

How To Set Goals For Your Contact In Active Campaign

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date occurs A custom field is upgraded with a certain value You do not create emails 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 simple for me to develop my email course exactly how I ‘d like to develop it. Lots of marketers build really easy email series for their “e-mail courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was simple to build 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 site. You have to register by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

How To Set Goals For Your Contact In 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 Set Goals For Your Contact 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 all set for next week’s course, and encourage them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment 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 difficult 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 wish to send them the suitable email for their level of engagement – How To Set Goals For Your Contact In Active Campaign. How To Set Goals For Your Contact 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 Set Goals For Your Contact In 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 register, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Set Goals For Your Contact In 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 combination panel: I can include tags based upon whether the contact registered, went to, missed, or based upon for how long they stayed 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. People who do not open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

How To Set Goals For Your Contact In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 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 once again.

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

Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish 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 explaining 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 removed from the automation using a different automation) – How To Set Goals For Your Contact In Active Campaign.

How To Set Goals For Your Contact In Active Campaign

How To Set Goals For Your Contact In Active CampaignHow To Set Goals For Your Contact In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This type includes a tag that I utilize to filter those contacts out. How To Set Goals For Your Contact In Active Campaign. I used 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 only send out a basic “do you still want my emails?” confirmation.