Is Active Campaign Hipaa Compliant

Is Active Campaign Hipaa Compliant

Is Active Campaign Hipaa CompliantIs Active Campaign Hipaa Compliant

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number 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 submits a form E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert a team 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Is Active Campaign Hipaa Compliant.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact buys A tag is added to the contact A custom field is updated with a certain value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom field worth.

Is Active Campaign Hipaa Compliant

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date takes place A customized field is upgraded with a particular worth 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 build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to build it. Numerous online marketers build very easy e-mail sequences for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however 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 site. You need to register by Friday night, and a new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

Is Active Campaign Hipaa Compliant

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Is Active Campaign Hipaa Compliant).” 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” e-mail to get the students prepared for next week’s course, and encourage them to share it with buddies.

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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the very same e-mail to everyone on my list. I wish to send them the suitable email for their level of engagement – Is Active Campaign Hipaa Compliant. Is Active Campaign Hipaa Compliant. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.

Is Active Campaign Hipaa Compliant

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Is Active Campaign Hipaa Compliant.

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 signed up, attended, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Is Active Campaign Hipaa Compliant

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts 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 solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not recommend.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. 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 email list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a different automation) – Is Active Campaign Hipaa Compliant.

Is Active Campaign Hipaa Compliant

Is Active Campaign Hipaa CompliantIs Active Campaign Hipaa Compliant

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me know that they don’t have tracking enabled. This form adds a tag that I utilize to filter those contacts out. Is Active Campaign Hipaa Compliant. I used to add this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my e-mails?” confirmation.