How To Set Up Active Campaign Forms

How To Set Up Active Campaign Forms

How To Set Up Active Campaign FormsHow To Set Up Active Campaign Forms

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site choices (offered in the “Pro” strategy) 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 readily available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for screening 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Set Up Active Campaign Forms.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is included 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 particular tag or customized field value.

How To Set Up Active Campaign Forms

You can likewise create Events, 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 makes a purchase A date takes place A customized field is updated 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 comparison. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I want to build it. Many online marketers construct extremely simple e-mail sequences for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

How To Set Up Active Campaign Forms

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Set Up Active Campaign Forms).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students 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 out on 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not desire to send the same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – How To Set Up Active Campaign Forms. How To Set Up Active Campaign Forms. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already purchased the product I pitch in the webinar.

How To Set Up Active Campaign Forms

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Set Up Active Campaign Forms.

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, attended, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Set Up Active Campaign Forms

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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not advise.

Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a different automation) – How To Set Up Active Campaign Forms.

How To Set Up Active Campaign Forms

How To Set Up Active Campaign FormsHow To Set Up Active Campaign Forms

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. How To Set Up Active Campaign Forms. I used to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my e-mails?” confirmation.