Making Tasks In Active Campaign

Making Tasks In Active Campaign

Making Tasks In Active CampaignMaking Tasks In Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (available 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 Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s location 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 information Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Making Tasks In Active Campaign.

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 purchases A tag is contributed to the contact A custom field is updated with a particular worth From there, you can produce Conditions, to examine whether the contact has a certain tag or custom field worth.

Making Tasks In Active Campaign

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date happens A customized field is updated with a specific value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I wish to develop it. Lots of marketers develop very basic e-mail series for their “e-mail courses.” A contact indications up, and after that that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first tried this approach, I was on MailChimp.

Making Tasks In Active Campaign

Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Making Tasks In Active Campaign).” 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 trainees prepared for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday early 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – Making Tasks In Active Campaign. Making Tasks In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.

Making Tasks In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Making Tasks 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 combination panel: I can add tags based upon whether the contact registered, participated in, missed, 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 more likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Making Tasks In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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 adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I don’t suggest.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – Making Tasks In Active Campaign.

Making Tasks In Active Campaign

Making Tasks In Active CampaignMaking Tasks In Active Campaign

The automation then unsubscribes them. My emails likewise 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 kind adds a tag that I use to filter those contacts out. Making Tasks In Active Campaign. I used to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my emails?” confirmation.