To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate 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 (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip 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 Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Activecampaign Crunchbase.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is added to the contact A custom field is updated with a specific value From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom field worth.
You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date takes place A custom field is updated with a particular worth You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to develop it. Numerous online marketers build very simple e-mail sequences for their “e-mail courses.” A contact indications up, and then that contact immediately begins getting lessons.
It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Activecampaign Crunchbase).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and encourage them to share it with pals.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration 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 wish to send out the same e-mail to every individual on my list. I want to send them the appropriate e-mail for their level of engagement – Activecampaign Crunchbase. Activecampaign Crunchbase. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already bought the product I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately struck the “Goal” towards the end 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. Activecampaign Crunchbase.
This enables me to personalize 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, went to, missed, 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 likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.
Here’s an automation I received 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 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 separate 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, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t recommend.
Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation sequence: 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 email (if they already clicked the verification link in the previous email, they have actually currently been gotten rid of from the automation utilizing a separate automation) – Activecampaign Crunchbase.
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. Activecampaign Crunchbase. I utilized to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my emails?” confirmation.