Active Campaign Automation Based On Blank Custom Field

Active Campaign Automation Based On Blank Custom Field

Active Campaign Automation Based On Blank Custom FieldActive Campaign Automation Based On Blank Custom Field

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a certain 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 testing Avoid to other parts of the automation Track goals (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 details Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Automation Based On Blank Custom Field.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom field is updated with a certain value From there, you can produce Conditions, to check whether the contact has a certain tag or custom field value.

Active Campaign Automation Based On Blank Custom Field

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date occurs A custom field is updated with a particular value You do not develop emails 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 construct my e-mail course exactly how I want to construct it. Many online marketers develop really simple email sequences for their “e-mail courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I first tried this method, I was on MailChimp.

Active Campaign Automation Based On Blank Custom Field

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Automation Based On Blank Custom Field).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with good friends.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on 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 do not wish to send the very same e-mail to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – Active Campaign Automation Based On Blank Custom Field. Active Campaign Automation Based On Blank Custom Field. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently bought the product I pitch in the webinar.

Active Campaign Automation Based On Blank Custom Field

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they right away struck the “Goal” toward 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. Active Campaign Automation Based On Blank Custom Field.

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 add tags based upon whether the contact registered, attended, 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 more most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign Automation Based On Blank Custom Field

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different 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 among those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I don’t suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. 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 wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they have actually already been gotten rid of from the automation using a different automation) – Active Campaign Automation Based On Blank Custom Field.

Active Campaign Automation Based On Blank Custom Field

Active Campaign Automation Based On Blank Custom FieldActive Campaign Automation Based On Blank Custom Field

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 made it possible for. This form includes a tag that I use to filter those contacts out. Active Campaign Automation Based On Blank Custom Field. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” confirmation.