To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” strategy) 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 an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’s place in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Activecampaign Demo.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a certain worth From there, you can produce Conditions, to check whether the contact has a certain tag or custom field value.
You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date occurs A custom field is upgraded with a certain worth You don’t produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course exactly how I ‘d like to develop it. Many marketers construct extremely easy email series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first tried this methodology, I was on MailChimp.
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 out all contacts a “welcome e-mail (Activecampaign Demo).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with pals.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up e-mail the following Friday early 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 desire to send out the same email to every person on my list. I desire to send them the proper e-mail for their level of engagement – Activecampaign Demo. Activecampaign Demo. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Objective” towards the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Activecampaign Demo.
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 add 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 money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I received 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 includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not suggest.
Some customers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send one e-mail 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 currently clicked on the verification link in the previous email, they have actually already been eliminated from the automation using a separate automation) – Activecampaign Demo.
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. Activecampaign Demo. 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 just send an easy “do you still desire my emails?” confirmation.