View Active Campaign Automation Documentation

View Active Campaign Automation Documentation

View Active Campaign Automation DocumentationView Active Campaign Automation Documentation

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a form E-commerce and on-site choices (readily available in the “Pro” strategy) 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 Alert a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location 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 information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – View Active Campaign Automation Documentation.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field value.

View Active Campaign Automation Documentation

You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date happens A customized field is upgraded with a certain worth 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 method I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I want to develop it. Numerous online marketers construct extremely basic email series for their “email courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

View Active Campaign Automation Documentation

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (View Active Campaign Automation Documentation).” The automation validates 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 students all set for next week’s course, and motivate them to share it with buddies.

The contact will begin 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 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 same e-mail to every individual on my list. I wish to send them the suitable e-mail for their level of engagement – View Active Campaign Automation Documentation. View Active Campaign Automation Documentation. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.

View Active Campaign Automation Documentation

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Goal” toward 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. View Active Campaign Automation Documentation.

This allows 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, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

View Active Campaign Automation Documentation

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – View Active Campaign Automation Documentation.

View Active Campaign Automation Documentation

View Active Campaign Automation DocumentationView Active Campaign Automation Documentation

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. View Active Campaign Automation Documentation. I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my emails?” verification.