Active Campaign Sops

Active Campaign Sops

Active Campaign SopsActive Campaign Sops

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

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip 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 get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Sops.

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

Active Campaign Sops

You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date happens A custom-made field is upgraded with a particular 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 way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I want to construct it. Many marketers develop extremely easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to build 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 site. You need to sign up by Friday night, and a new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign Sops

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 out all contacts a “welcome e-mail (Active Campaign Sops).” The automation validates 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 students ready 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 email the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the exact same email to every person on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign Sops. Active Campaign Sops. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already acquired the item I pitch in the webinar.

Active Campaign Sops

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Objective” towards 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. Active Campaign Sops.

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 include tags based upon whether the contact registered, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign Sops

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, 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 in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t taped. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish 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 e-mail, they’ve already been gotten rid of from the automation utilizing a separate automation) – Active Campaign Sops.

Active Campaign Sops

Active Campaign SopsActive Campaign Sops

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me know that they do not have tracking allowed. This type adds a tag that I use to filter those contacts out. Active Campaign Sops. I utilized to include 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 a simple “do you still desire my emails?” verification.