Active Campaign. Form Video Tutorials

Active Campaign. Form Video Tutorials

Active Campaign. Form Video TutorialsActive Campaign. Form Video Tutorials

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify 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 goal’s place 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 remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign. Form Video Tutorials.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a specific value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom field worth.

Active Campaign. Form Video Tutorials

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 buys A date happens A customized field is upgraded with a specific value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to build it. Many marketers develop extremely simple email sequences for their “email courses.” A contact register, and then that contact instantly starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign. Form Video Tutorials

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 out all contacts a “welcome e-mail (Active Campaign. Form Video Tutorials).” The automation validates 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 prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday early 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 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 desire to send out the exact same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign. Form Video Tutorials. Active Campaign. Form Video Tutorials. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already bought the item I pitch in the webinar.

Active Campaign. Form Video Tutorials

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign. Form Video Tutorials.

This allows me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, went to, missed out on, or based upon how long 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 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 actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign. Form Video Tutorials

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over 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 service. But, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I don’t recommend.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send one email asking if they still desire 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 e-mail, they’ve currently been gotten rid of from the automation utilizing a different automation) – Active Campaign. Form Video Tutorials.

Active Campaign. Form Video Tutorials

Active Campaign. Form Video TutorialsActive Campaign. Form Video Tutorials

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. Active Campaign. Form Video Tutorials. I used to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send out an easy “do you still want my e-mails?” confirmation.