How To Exclude Contacts With Certain Tag From Active Campaign Segment

How To Exclude Contacts With Certain Tag From Active Campaign Segment

How To Exclude Contacts With Certain Tag From Active Campaign SegmentHow To Exclude Contacts With Certain Tag From Active Campaign Segment

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a specific 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 an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’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 details Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Exclude Contacts With Certain Tag From Active Campaign Segment.

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 makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field value.

How To Exclude Contacts With Certain Tag From Active Campaign Segment

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date happens A custom-made field is upgraded with a certain value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I want to build it. Lots of marketers develop very basic email series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday early morning. When I first tried this approach, I was on MailChimp.

How To Exclude Contacts With Certain Tag From Active Campaign Segment

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Exclude Contacts With Certain Tag From Active Campaign Segment).” The automation verifies 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 start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the exact same e-mail to every person on my list. I wish to send them the appropriate email for their level of engagement – How To Exclude Contacts With Certain Tag From Active Campaign Segment. How To Exclude Contacts With Certain Tag From Active Campaign Segment. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the item I pitch in the webinar.

How To Exclude Contacts With Certain Tag From Active Campaign Segment

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately hit the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Exclude Contacts With Certain Tag From Active Campaign Segment.

This enables me to tailor 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 registered, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

How To Exclude Contacts With Certain Tag From Active Campaign Segment

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 brand-new tags for 7 days, 1 month, 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 one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not suggest.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation using a different automation) – How To Exclude Contacts With Certain Tag From Active Campaign Segment.

How To Exclude Contacts With Certain Tag From Active Campaign Segment

How To Exclude Contacts With Certain Tag From Active Campaign SegmentHow To Exclude Contacts With Certain Tag From Active Campaign Segment

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This type adds a tag that I utilize to filter those contacts out. How To Exclude Contacts With Certain Tag From Active Campaign Segment. I utilized to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send a simple “do you still want my e-mails?” verification.