Setting Up Active Campaign The Machine

Setting Up Active Campaign The Machine

Setting Up Active Campaign The MachineSetting Up Active Campaign The Machine

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Setting Up Active Campaign The Machine.

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 added to the contact A custom-made field is upgraded with a specific value From there, you can create Conditions, to examine whether the contact has a certain tag or custom field worth.

Setting Up Active Campaign The Machine

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date takes place A custom-made field is updated with a particular worth You don’t produce 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 e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to build it. Numerous online marketers construct very simple e-mail sequences for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My email 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 morning. When I first tried this approach, I was on MailChimp.

Setting Up Active Campaign The Machine

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Setting Up Active Campaign The Machine).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the trainees all set for next week’s course, and encourage 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 enrollment 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the very same email to everyone on my list. I wish to send them the proper email for their level of engagement – Setting Up Active Campaign The Machine. Setting Up Active Campaign The Machine. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.

Setting Up Active Campaign The Machine

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 instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Setting Up Active Campaign The Machine.

This enables 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 include 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 activate automations within ActiveCampaign.

It costs me cash, and it makes it 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 e-mails to get to the individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Setting Up Active Campaign The Machine

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds 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 eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send out one email asking if they still desire 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 the verification link in the previous email, they’ve already been removed from the automation using a different automation) – Setting Up Active Campaign The Machine.

Setting Up Active Campaign The Machine

Setting Up Active Campaign The MachineSetting Up Active Campaign The Machine

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking allowed. This kind adds a tag that I use to filter those contacts out. Setting Up Active Campaign The Machine. I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my emails?” confirmation.