Sample Active Campaign Template

Sample Active Campaign Template

Sample Active Campaign TemplateSample Active Campaign Template

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a type E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Sample Active Campaign Template.

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

Sample Active Campaign Template

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date occurs 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 contrast. The primary way I construct my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I want to construct it. Many online marketers construct extremely easy e-mail series 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 method. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this methodology, I was on MailChimp.

Sample Active Campaign Template

Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Sample Active Campaign Template).” 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 trainees all set for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday 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 want to send the exact same email to every person on my list. I want to send them the proper e-mail for their level of engagement – Sample Active Campaign Template. Sample Active Campaign Template. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

Sample Active Campaign Template

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 right away hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Sample Active Campaign Template.

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, attended, missed, or based upon the length of time they remained 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 promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Sample Active Campaign Template

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 removes them from this automation, eliminates 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. However, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t recommend.

Some customers do not have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still want 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 already clicked the confirmation link in the previous e-mail, they have actually already been removed from the automation using a different automation) – Sample Active Campaign Template.

Sample Active Campaign Template

Sample Active Campaign TemplateSample Active Campaign Template

The automation then unsubscribes them. My e-mails also have a link to a kind 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. Sample Active Campaign Template. I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my emails?” verification.