Can You Assign Active Campaign Tasks

Can You Assign Active Campaign Tasks

Can You Assign Active Campaign TasksCan You Assign Active Campaign Tasks

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid 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 information Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Can You Assign Active Campaign Tasks.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom-made field is updated with a specific worth From there, you can produce Conditions, to check whether the contact has a certain tag or custom field value.

Can You Assign Active Campaign Tasks

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date occurs A customized field is updated with a certain worth You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. 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 want to build it. Lots of marketers build extremely easy e-mail series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday morning. When I first tried this approach, I was on MailChimp.

Can You Assign Active Campaign Tasks

Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Can You Assign Active Campaign Tasks).” 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” e-mail to get the trainees all set for next week’s course, and encourage them to share it with good friends.

The contact will begin getting lessons the following Monday 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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the exact same email to every individual on my list. I want to send them the appropriate email for their level of engagement – Can You Assign Active Campaign Tasks. Can You Assign Active Campaign Tasks. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already purchased the product I pitch in the webinar.

Can You Assign Active Campaign Tasks

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they right away hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Can You Assign Active Campaign Tasks.

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 add tags based upon whether the contact registered, attended, 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 more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

Can You Assign Active Campaign Tasks

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not suggest.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have been hectic. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they’ve already been gotten rid of from the automation utilizing a separate automation) – Can You Assign Active Campaign Tasks.

Can You Assign Active Campaign Tasks

Can You Assign Active Campaign TasksCan You Assign Active Campaign Tasks

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me know that they do not have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. Can You Assign Active Campaign Tasks. I utilized to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my emails?” verification.