To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger 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 (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’s place 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 details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Activecampaign Ecommerce.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a form The contact buys A tag is included to the contact A custom field is updated with a particular worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom field value.
You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date takes place A custom field is upgraded with a particular worth You don’t develop emails 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 email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to build it. Many marketers develop really simple e-mail series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to develop 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 site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Activecampaign Ecommerce).” 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 a “pump up” e-mail 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 early morning. If it is Friday and after 7pm, the contact missed enrollment 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 impossible for me to automate this with MailChimp.
When I run a webinar, I don’t desire to send out the same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Activecampaign Ecommerce. Activecampaign Ecommerce. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already bought the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Activecampaign Ecommerce.
This enables me to customize 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 registered, went to, missed, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more 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 emails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I obtained 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 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 email, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t advise.
Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they’ve currently been gotten rid of from the automation using a different automation) – Activecampaign Ecommerce.
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me understand that they don’t have tracking enabled. This form adds a tag that I utilize to filter those contacts out. Activecampaign Ecommerce. I utilized to add this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my e-mails?” verification.