Activecampaign Merge Contacts

Activecampaign Merge Contacts

Activecampaign Merge ContactsActivecampaign Merge Contacts

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact signs up 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 start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member 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 location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Activecampaign Merge Contacts.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a form The contact makes a purchase A tag is added to the contact A custom-made field is updated with a particular worth From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field worth.

Activecampaign Merge Contacts

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date happens A custom-made field is upgraded with a specific value You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I wish to build it. Numerous online marketers construct really simple email series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Activecampaign Merge Contacts

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Activecampaign Merge Contacts).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday early 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 e-mail 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 want to send out the same e-mail to every individual on my list. I wish to send them the suitable email for their level of engagement – Activecampaign Merge Contacts. Activecampaign Merge Contacts. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently bought the item I pitch in the webinar.

Activecampaign Merge Contacts

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they immediately hit the “Objective” towards 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 Merge Contacts.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact signed up, attended, missed out on, or based upon the length of time they stayed 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 promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Activecampaign Merge Contacts

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 adds 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 e-mail, a separate automation eliminates them from this automation, removes 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 service. However, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they’ve currently been gotten rid of from the automation utilizing a separate automation) – Activecampaign Merge Contacts.

Activecampaign Merge Contacts

Activecampaign Merge ContactsActivecampaign Merge Contacts

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. Activecampaign Merge Contacts. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my e-mails?” verification.