To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (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 available in ActiveCampaign’s automations are: Send out an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for screening 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 site messages, and Facebook Customized Audience management are all “Pro” functions – Activecampaign Status.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can create Conditions, to check whether the contact has a specific tag or customized field value.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date happens A customized field is upgraded with a certain worth You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I ‘d like to develop it. Lots of marketers build very easy e-mail sequences for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.
It was simple to build 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 register by Friday night, and a brand-new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I use to welcome new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Activecampaign Status).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the students prepared 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 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 do not desire 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 Status. Activecampaign Status. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they right away hit the “Objective” towards completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Activecampaign Status.
This enables me to tailor 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, attended, missed out on, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not recommend.
Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation sequence: I send 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 already clicked on the confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a different automation) – Activecampaign Status.
The automation then unsubscribes them. My emails also 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 type includes a tag that I utilize to filter those contacts out. Activecampaign Status. I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my emails?” verification.