How To Share Active Campaign Automation

How To Share Active Campaign Automation

How To Share Active Campaign AutomationHow To Share Active Campaign Automation

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (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 readily available in ActiveCampaign’s automations are: Send an e-mail Inform an employee 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 information Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Share Active Campaign Automation.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a form The contact purchases A tag is added to the contact A custom field is updated with a specific value From there, you can develop Conditions, to check whether the contact has a certain tag or customized field value.

How To Share Active Campaign Automation

You can also develop Events, 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 buys A date takes place A customized field is upgraded with a particular worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I wish to build it. Lots of marketers build really basic email series for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult 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 website. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this methodology, I was on MailChimp.

How To Share Active Campaign Automation

Here’s the automation I utilize to welcome 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 Share Active Campaign Automation).” 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 a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday early 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 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 do not want to send the exact same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – How To Share Active Campaign Automation. How To Share Active Campaign Automation. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

How To Share Active Campaign Automation

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they right away struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Share Active Campaign Automation.

This allows me to customize 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, went to, missed, or based upon the length of time they remained in the webinar. These tags can then activate 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 don’t open my emails make it harder for other e-mails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Share Active Campaign Automation

Here’s an automation I obtained 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 includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a different 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, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not suggest.

Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email 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 e-mail (if they currently clicked on the verification link in the previous e-mail, they’ve currently been eliminated from the automation utilizing a different automation) – How To Share Active Campaign Automation.

How To Share Active Campaign Automation

How To Share Active Campaign AutomationHow To Share Active Campaign Automation

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. How To Share Active Campaign Automation. I utilized to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send out a simple “do you still want my e-mails?” verification.

How To Share Active Campaign Automation

How To Share Active Campaign Automation

How To Share Active Campaign AutomationHow To Share Active Campaign Automation

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip 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 information Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Share Active Campaign Automation.

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 buys A tag is contributed to the contact A custom-made field is updated with a particular worth From there, you can create Conditions, to check whether the contact has a specific tag or custom field value.

How To Share Active Campaign Automation

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 included or removed The contact makes a purchase A date happens A custom field is updated with a particular value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to build it. Many online marketers construct extremely basic email series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this method, I was on MailChimp.

How To Share Active Campaign Automation

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Share Active Campaign Automation).” 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” email to get the students prepared 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 out on registration 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 wish to send the same e-mail to every person on my list. I desire to send them the suitable e-mail for their level of engagement – How To Share Active Campaign Automation. How To Share Active Campaign Automation. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently bought the product I pitch in the webinar.

How To Share Active Campaign Automation

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Share Active Campaign Automation.

This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

How To Share Active Campaign Automation

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 includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts 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. But, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t recommend.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a separate automation) – How To Share Active Campaign Automation.

How To Share Active Campaign Automation

How To Share Active Campaign AutomationHow To Share Active Campaign Automation

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 know that they don’t have tracking allowed. This type adds a tag that I utilize to filter those contacts out. How To Share Active Campaign Automation. I used to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I only send out an easy “do you still desire my emails?” verification.