How To Export Specific Stages In Active Campaign

How To Export Specific Stages In Active Campaign

How To Export Specific Stages In Active CampaignHow To Export Specific Stages In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’s place 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 eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Export Specific Stages In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is added 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 specific tag or custom field value.

How To Export Specific Stages In Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom-made field is upgraded with a certain worth You don’t create e-mails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

How To Export Specific Stages In Active Campaign

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Export Specific Stages In Active Campaign).” 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” email to get the trainees all set 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 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 desire to send the very same e-mail to every individual on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Export Specific Stages In Active Campaign. How To Export Specific Stages In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already bought the product I pitch in the webinar.

How To Export Specific Stages In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately struck the “Objective” towards 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 Export Specific Stages In Active Campaign.

This allows me to customize 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, or based upon how long 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 emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

How To Export Specific Stages In Active Campaign

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not advise.

Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous email, they’ve already been removed from the automation using a different automation) – How To Export Specific Stages In Active Campaign.

How To Export Specific Stages In Active Campaign

How To Export Specific Stages In Active CampaignHow To Export Specific Stages In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This type includes a tag that I utilize to filter those contacts out. How To Export Specific Stages In Active Campaign. I used to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still desire my e-mails?” confirmation.