To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact makes a purchase A tag is included to the contact A customized field is updated with a certain value From there, you can develop Conditions, to inspect whether the contact has a particular tag or customized field value.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date takes place A custom field is upgraded with a specific value You do not 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 develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I want to build it. Many marketers construct extremely basic e-mail sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.
It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.
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 difficult for me to automate this with MailChimp.
This enables me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact registered, went to, missed, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.
Here’s an automation I received 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 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 starts this automation over once again.
This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t recommend.