To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’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 Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Activecampaign Automation.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate 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 updated with a particular value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field worth.
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date takes place A custom field is upgraded with a certain value You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to build it. Lots of marketers build very basic email sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.
It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.
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 all contacts a “welcome e-mail (Activecampaign Automation).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students all set for next week’s course, and motivate them to share it with 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 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 desire to send the same e-mail to every individual on my list. I wish to send them the appropriate email for their level of engagement – Activecampaign Automation. Activecampaign Automation. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they instantly struck the “Goal” toward 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. Activecampaign Automation.
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 include tags based upon whether the contact signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then trigger 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 don’t open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over 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 option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not recommend.
Some subscribers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually currently been eliminated from the automation using a separate automation) – Activecampaign Automation.
The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. Activecampaign Automation. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my e-mails?” verification.