How To Bulk Add Tasks In Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Bulk Add Tasks In Active Campaign.
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 customized field is updated with a certain worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom-made field worth.
How To Bulk Add Tasks In Active Campaign
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date takes place A custom field is upgraded with a certain value You do not produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course precisely how I wish to build it. Many marketers construct very simple e-mail series for their “e-mail courses.” A contact indications up, and after that that contact right away starts getting lessons.
It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.
How To Bulk Add Tasks In Active Campaign
Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Bulk Add Tasks In Active Campaign).” 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” e-mail to get the students ready 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 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 want to send the very same email to everyone on my list. I desire to send them the proper email for their level of engagement – How To Bulk Add Tasks In Active Campaign. How To Bulk Add Tasks In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently acquired the item I pitch in the webinar.
How To Bulk Add Tasks In Active Campaign
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Bulk Add Tasks In Active Campaign.
This enables me to customize 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 signed up, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.
How To Bulk Add Tasks In Active Campaign
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not advise.
Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send out 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 on the verification link in the previous e-mail, they’ve already been gotten rid of from the automation utilizing a separate automation) – How To Bulk Add Tasks In Active Campaign.
How To Bulk Add Tasks In Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. How To Bulk Add Tasks In Active Campaign. I utilized 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 a simple “do you still want my e-mails?” verification.