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To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform 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 goal’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 information Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Learn “Active Campaign”.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a particular worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field value.
Learn “Active Campaign”
You can likewise 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 eliminated The contact makes a purchase A date happens A custom field is upgraded with a certain value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I want to construct it. Many marketers build very basic e-mail series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.
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Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Learn “Active Campaign”).” The automation validates 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 all set 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 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 wish to send out the very same email to every individual on my list. I want to send them the appropriate email for their level of engagement – Learn “Active Campaign”. Learn “Active Campaign”. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already purchased the item I pitch in the webinar.
Learn “Active Campaign”
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 hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Learn “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, attended, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, 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 e-mails make it harder for other emails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.
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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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, 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 inactive customers, which I do not advise.
Some subscribers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail 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’ve already been gotten rid of from the automation using a different automation) – Learn “Active Campaign”.
Learn “Active Campaign”

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. Learn “Active Campaign”. I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my emails?” confirmation.