To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’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 details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Activecampaign Support.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field worth.
You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date takes place A customized field is upgraded with a certain value You do not produce 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 simple for me to develop my email course exactly how I wish to construct it. Many marketers build really easy email series for their “email courses.” A contact indications up, and then that contact immediately begins getting lessons.
It was simple to build with ActiveCampaign, however difficult 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 sign up by Friday night, and a new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Activecampaign Support).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with friends.
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 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 very same e-mail to everyone on my list. I want to send them the appropriate e-mail for their level of engagement – Activecampaign Support. Activecampaign Support. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they right away struck the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Activecampaign Support.
This enables 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 include tags based upon whether the contact signed up, attended, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.
Here’s an automation I received 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 different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t suggest.
Some subscribers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been busy. 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 tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they have actually currently been removed from the automation using a separate automation) – Activecampaign Support.
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 do not have tracking enabled. This type adds a tag that I utilize to filter those contacts out. Activecampaign Support. I utilized to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my emails?” confirmation.