How To Use Active Campaign As A Crm

How To Use Active Campaign As A Crm

How To Use Active Campaign As A CrmHow To Use Active Campaign As A Crm

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a particular 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 out an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the objective’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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Use Active Campaign As A Crm.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact purchases A tag is included to the contact A customized field is updated with a particular value From there, you can develop Conditions, to examine whether the contact has a certain tag or custom-made field value.

How To Use Active Campaign As A Crm

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date occurs A custom-made field is updated with a specific value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I wish to develop it. Lots of marketers construct extremely basic email series for their “email courses.” A contact indications up, and then that contact instantly starts getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.

How To Use Active Campaign As A Crm

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Use Active Campaign As A Crm).” 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 trainees prepared for next week’s course, and encourage them to share it with friends.

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

When I run a webinar, I don’t wish to send out the very same email to everyone on my list. I wish to send them the proper email for their level of engagement – How To Use Active Campaign As A Crm. How To Use Active Campaign As A Crm. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.

How To Use Active Campaign As A Crm

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they immediately hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Use Active Campaign As A Crm.

This enables 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 add tags based upon whether the contact signed up, went to, missed, or based upon how long they remained 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 promos 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 built in.

How To Use Active Campaign As A Crm

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform 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, 30 days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating initially, 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, often you have to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing 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 email, they’ve already been eliminated from the automation using a separate automation) – How To Use Active Campaign As A Crm.

How To Use Active Campaign As A Crm

How To Use Active Campaign As A CrmHow To Use Active Campaign As A Crm

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 don’t have tracking allowed. This type adds a tag that I utilize to filter those contacts out. How To Use Active Campaign As A Crm. I utilized to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” confirmation.