Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer ServiceUsing Active Campaign To Automate Customer Service

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Using Active Campaign To Automate Customer Service.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is included to the contact A custom field is upgraded with a particular value From there, you can produce Conditions, to check whether the contact has a certain tag or custom field worth.

Using Active Campaign To Automate Customer Service

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 added or eliminated The contact buys A date occurs A custom field is updated with a particular value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to construct it. Lots of online marketers build very easy e-mail series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I initially attempted this method, I was on MailChimp.

Using Active Campaign To Automate Customer Service

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Using Active Campaign To Automate Customer Service).” 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 students prepared 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 e-mail 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 wish to send the same e-mail to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Using Active Campaign To Automate Customer Service. Using Active Campaign To Automate Customer Service. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently acquired the product I pitch in the webinar.

Using Active Campaign To Automate Customer Service

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. 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 added to an automation promoting a rebroadcast of the webinar. Using Active Campaign To Automate Customer Service.

This allows me to customize 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 set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Using Active Campaign To Automate Customer Service

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell 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, one month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming at initially, 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 build things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not suggest.

Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have been hectic. 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 email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually already been gotten rid of from the automation using a separate automation) – Using Active Campaign To Automate Customer Service.

Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer ServiceUsing Active Campaign To Automate Customer Service

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me understand that they do not have tracking allowed. This type adds a tag that I utilize to filter those contacts out. Using Active Campaign To Automate Customer Service. I used to add 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 only send out a basic “do you still want my e-mails?” confirmation.