How To Set Up Automation In Active Campaign

How To Set Up Automation In Active Campaign

How To Set Up Automation In Active CampaignHow To Set Up Automation In Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin 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 screening Skip to other parts of the automation Track goals (The contact can skip 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 details Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – How To Set Up Automation In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom field is upgraded with a particular worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or customized field worth.

How To Set Up Automation In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date occurs A custom-made field is upgraded with a specific value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I ‘d like to construct it. Lots of marketers develop extremely easy e-mail series for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, but 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 brand-new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

How To Set Up Automation In Active Campaign

Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Set Up Automation In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students ready for next week’s course, and encourage them to share it with pals.

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 e-mail 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 don’t want to send the very same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – How To Set Up Automation In Active Campaign. How To Set Up Automation In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the item I pitch in the webinar.

How To Set Up Automation In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. How To Set Up Automation In 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 integration panel: I can include tags based upon whether the contact registered, went to, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Set Up Automation 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 emails. When a contact subscribes, this automation adds 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 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 overwhelming at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not suggest.

Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however 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 email (if they already clicked the confirmation link in the previous email, they’ve already been eliminated from the automation using a separate automation) – How To Set Up Automation In Active Campaign.

How To Set Up Automation In Active Campaign

How To Set Up Automation In Active CampaignHow To Set Up Automation In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me understand that they do not have tracking allowed. This form includes a tag that I use to filter those contacts out. How To Set Up Automation In Active Campaign. I utilized to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still want my e-mails?” confirmation.