Is Active Campaign Hippaa Compliant

Is Active Campaign Hippaa Compliant

Is Active Campaign Hippaa CompliantIs Active Campaign Hippaa Compliant

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

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Is Active Campaign Hippaa Compliant.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is included to the contact A custom field is updated with a certain value From there, you can create Conditions, to check whether the contact has a particular tag or customized field worth.

Is Active Campaign Hippaa Compliant

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 added or eliminated The contact makes a purchase A date occurs A custom-made field is updated with a specific worth You do not create emails in ConvertKit’s Automations.

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

It was easy to construct 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 register by Friday night, and a brand-new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.

Is Active Campaign Hippaa Compliant

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Is Active Campaign Hippaa Compliant).” 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 ready for next week’s course, and encourage them to share it with buddies.

The contact will begin getting lessons the following Monday early 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 email 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 desire to send them the suitable e-mail for their level of engagement – Is Active Campaign Hippaa Compliant. Is Active Campaign Hippaa Compliant. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the item I pitch in the webinar.

Is Active Campaign Hippaa Compliant

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Goal” towards 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. Is Active Campaign Hippaa Compliant.

This allows 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, attended, missed, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other emails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Is Active Campaign Hippaa Compliant

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it includes 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 begins this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not recommend.

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 series: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked the verification link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – Is Active Campaign Hippaa Compliant.

Is Active Campaign Hippaa Compliant

Is Active Campaign Hippaa CompliantIs Active Campaign Hippaa Compliant

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 made it possible for. This type adds a tag that I utilize to filter those contacts out. Is Active Campaign Hippaa Compliant. I used 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 reliably! I just send out an easy “do you still desire my emails?” verification.