To start constructing 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 included When a contact registers for a list When a contact submits a form E-commerce and on-site options (available in the “Pro” plan) 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 out an email Alert a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 details Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Activecampaign Vs.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is contributed to the contact A customized field is updated with a particular value From there, you can create Conditions, to check whether the contact has a particular tag or custom field value.
You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date takes place A custom-made field is updated with a specific value You do not develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct 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 construct it. Many online marketers build very simple e-mail series for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.
It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Activecampaign Vs).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and encourage 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 enrollment for next week’s class. They’ll get the pump up e-mail 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 don’t desire to send the very same email to every individual on my list. I wish to send them the suitable e-mail for their level of engagement – Activecampaign Vs. Activecampaign Vs. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Activecampaign Vs.
This allows 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 add tags based upon whether the contact registered, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring developed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell 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, 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 again.
This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not recommend.
Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a different automation) – Activecampaign Vs.
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. Activecampaign Vs. I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still desire my e-mails?” verification.