To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Activecampaign Documentation.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a particular value From there, you can develop Conditions, to examine whether the contact has a particular tag or custom-made field worth.
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 happens A custom-made field is upgraded with a particular worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I want to construct it. Many online marketers develop really simple e-mail series for their “email courses.” A contact register, and then that contact right away starts getting lessons.
It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Activecampaign Documentation).” The automation verifies 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 prepared for next week’s course, and encourage them to share it with pals.
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 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 do not wish to send out the exact same email to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Activecampaign Documentation. Activecampaign Documentation. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit the “Objective” 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. Activecampaign Documentation.
This allows me to personalize 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 signed up, participated in, missed, or based upon for 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 emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different 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 in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t advise.
Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail 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 currently clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a different automation) – Activecampaign Documentation.
The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they do not have tracking made it possible for. This form adds a tag that I use to filter those contacts out. Activecampaign Documentation. I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send out an easy “do you still desire my e-mails?” confirmation.