To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form 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 Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid 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 information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Activecampaign Whitelabel.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A customized field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a certain tag or custom-made field value.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date happens A customized field is updated with a particular worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to develop it. Lots of online marketers develop really basic email sequences for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.
It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a 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 Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Activecampaign Whitelabel).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and encourage 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 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 desire to send the very same e-mail to every person on my list. I wish to send them the suitable email for their level of engagement – Activecampaign Whitelabel. Activecampaign Whitelabel. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently bought the product I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Activecampaign Whitelabel.
This allows me to customize 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 registered, attended, missed, or based upon 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. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.
Here’s an automation I got 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 adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and starts 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. However, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t recommend.
Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation using a different automation) – Activecampaign Whitelabel.
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 understand that they do not have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. Activecampaign Whitelabel. I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still desire my e-mails?” confirmation.