Steps To Setup Active Campaign

Steps To Setup Active Campaign

Steps To Setup Active CampaignSteps To Setup Active Campaign

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (available 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 an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s location 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 information Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Steps To Setup Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field worth.

Steps To Setup Active Campaign

You can also develop Events, 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 makes a purchase A date happens A customized field is upgraded with a specific worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method 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 build it. Numerous online marketers construct extremely basic e-mail series for their “email courses.” A contact indications up, and after that that contact instantly 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 need to register by Friday night, and a new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.

Steps To Setup Active Campaign

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Steps To Setup Active Campaign).” The automation confirms 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 trainees ready for next week’s course, and motivate them to share it with good friends.

The contact will start getting lessons the following Monday 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 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 want to send out the same email to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Steps To Setup Active Campaign. Steps To Setup Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the product I pitch in the webinar.

Steps To Setup Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Steps To Setup 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 activate automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails 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 individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Steps To Setup Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates 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 option. However, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t recommend.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve already been gotten rid of from the automation using a separate automation) – Steps To Setup Active Campaign.

Steps To Setup Active Campaign

Steps To Setup Active CampaignSteps To Setup Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Steps To Setup Active Campaign. I used to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I just send out a basic “do you still desire my e-mails?” confirmation.