Integrate Active Campaign With Outlook

Integrate Active Campaign With Outlook

Integrate Active Campaign With OutlookIntegrate Active Campaign With Outlook

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail 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 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 Custom-made Audience management are all “Pro” functions – Integrate Active Campaign With Outlook.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom field is upgraded with a specific worth From there, you can create Conditions, to examine whether the contact has a particular tag or customized field value.

Integrate Active Campaign With Outlook

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date occurs A custom-made field is upgraded with a specific worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I want to construct it. Many marketers build really simple email sequences for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

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

Integrate Active Campaign With Outlook

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Integrate Active Campaign With Outlook).” 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 out a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with buddies.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up email 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 want to send the same email to everyone on my list. I wish to send them the proper email for their level of engagement – Integrate Active Campaign With Outlook. Integrate Active Campaign With Outlook. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the product I pitch in the webinar.

Integrate Active Campaign With Outlook

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly struck the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Integrate Active Campaign With Outlook.

This enables me to personalize 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 cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

Integrate Active Campaign With Outlook

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 includes a “0 days” tag. As time passes, it includes 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, gets rid of all of those tags, and begins this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t recommend.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining 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 e-mail, they’ve already been removed from the automation using a different automation) – Integrate Active Campaign With Outlook.

Integrate Active Campaign With Outlook

Integrate Active Campaign With OutlookIntegrate Active Campaign With Outlook

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. Integrate Active Campaign With Outlook. I utilized to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still desire my emails?” confirmation.