How To Use Active Campaign

How To Use Active Campaign

How To Use Active CampaignHow To Use Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact sends a type E-commerce and on-site options (available in the “Pro” plan) 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 Alert a group member Wait conditions If/then conditionals Split traffic for testing Skip 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 details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Use Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A customized field is updated with a certain worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom-made field worth.

How To Use Active Campaign

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date occurs A customized field is updated with a particular worth You don’t 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 e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I want to build it. Many marketers construct really basic e-mail sequences for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.

How To Use Active Campaign

Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Use Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till 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 good friends.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the same email to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Use Active Campaign. How To Use Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently bought the item I pitch in the webinar.

How To Use Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately hit the “Objective” towards 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 Use 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 out on, or based upon for how long 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 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 the individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.

How To Use 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t recommend.

Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation using a separate automation) – How To Use Active Campaign.

How To Use Active Campaign

How To Use Active CampaignHow To Use Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. How To Use Active Campaign. I utilized to include this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” verification.