How To Set Up Active Campaign

How To Set Up Active Campaign

How To Set Up Active CampaignHow To Set Up Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site choices (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 an email 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 location in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add 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 Up 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 purchases A tag is included to the contact A custom field is updated with a particular worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or customized field value.

How To Set Up Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date takes place A custom 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 contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I wish to construct it. Many marketers construct extremely simple e-mail sequences for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this method, I was on MailChimp.

How To Set Up Active Campaign

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Set Up Active Campaign).” The automation verifies 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 ready for next week’s course, and motivate 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 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 impossible for me to automate this with MailChimp.

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

How To Set Up Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they right away struck the “Objective” 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 Set Up 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, 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 don’t open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Set Up Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. 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 e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the verification link in the previous email, they have actually already been removed from the automation using a different automation) – How To Set Up Active Campaign.

How To Set Up Active Campaign

How To Set Up Active CampaignHow To Set Up Active Campaign

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