To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact subscribes to 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 offered in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Activecampaign Office.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a certain value From there, you can develop Conditions, to check whether the contact has a certain tag or custom field value.
You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date takes place A customized field is upgraded with a certain 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 method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I wish to develop it. Many marketers construct really basic e-mail series for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.
It was simple to build with ActiveCampaign, however 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 website. You have to sign up by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Activecampaign Office).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with good friends.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 difficult for me to automate this with MailChimp.
When I run a webinar, I don’t desire to send the exact same email to everyone on my list. I wish to send them the suitable email for their level of engagement – Activecampaign Office. Activecampaign Office. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently bought the item 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 instantly struck the “Objective” towards completion 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 Office.
This enables 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 include tags based upon whether the contact signed up, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t recommend.
Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly describing 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 have actually already been eliminated from the automation utilizing a separate automation) – Activecampaign Office.
The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This type includes a tag that I use to filter those contacts out. Activecampaign Office. I utilized to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” verification.