How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

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

From there, you can begin 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 testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’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” features – How To Use Lead Scoring With Active Campaign.

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

How To Use Lead Scoring With Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date occurs A customized field is updated with a specific worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to construct it. Numerous marketers construct very basic e-mail sequences for their “email courses.” A contact indications up, and then that contact right away starts getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.

How To Use Lead Scoring With Active Campaign

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

The contact will begin 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 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 exact same email to every person on my list. I wish to send them the proper email for their level of engagement – How To Use Lead Scoring With Active Campaign. How To Use Lead Scoring With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the product I pitch in the webinar.

How To Use Lead Scoring With Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they instantly struck the “Objective” towards the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Use Lead Scoring With Active Campaign.

This allows me to tailor 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 signed up, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my e-mails 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 individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

How To Use Lead Scoring With Active Campaign

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 adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not suggest.

Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – How To Use Lead Scoring With Active Campaign.

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me understand that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. How To Use Lead Scoring With Active Campaign. I used to include this tag when they clicked on a link, however 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 Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: 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” 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 offered in ActiveCampaign’s automations are: Send out an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the goal’s place in the automation.) Start or end another automation, or end the existing 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 website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Use Lead Scoring With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A custom-made field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field value.

How To Use Lead Scoring With 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 added or eliminated The contact purchases A date occurs A custom-made 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 primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to build it. Numerous marketers develop very easy email series for their “email courses.” A contact indications up, and after that that contact right away begins 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 need to register by Friday night, and a brand-new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Use Lead Scoring With Active Campaign

Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Use Lead Scoring With Active Campaign).” The automation validates 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” email to get the students prepared for next week’s course, and encourage them to share it with good friends.

The contact will begin 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 early 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 desire to send out the very same email to every person on my list. I want to send them the appropriate email for their level of engagement – How To Use Lead Scoring With Active Campaign. How To Use Lead Scoring With Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently acquired the item I pitch in the webinar.

How To Use Lead Scoring With Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away hit the “Goal” toward the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Use Lead Scoring With Active Campaign.

This enables 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 registered, attended, missed, 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 promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Use Lead Scoring With Active Campaign

Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate 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 want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t suggest.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: 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 currently clicked on the confirmation link in the previous email, they have actually currently been gotten rid of from the automation utilizing a separate automation) – How To Use Lead Scoring With Active Campaign.

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking allowed. This type adds a tag that I utilize to filter those contacts out. How To Use Lead Scoring With Active Campaign. I utilized to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send out an easy “do you still want my emails?” confirmation.