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To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’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 information Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Add Image.
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 added to the contact A customized field is updated with a certain value From there, you can create Conditions, to check whether the contact has a particular tag or custom-made field value.
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You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date happens A customized field is updated 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 construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I want to build it. Numerous marketers develop extremely easy e-mail series for their “email courses.” A contact signs up, and then that contact right away starts getting lessons.
It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.
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Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Add Image).” 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 out a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with good 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 don’t want to send the very same e-mail to every person on my list. I desire to send them the proper e-mail for their level of engagement – Active Campaign Add Image. Active Campaign Add Image. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently bought the item I pitch in the webinar.
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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 right away struck the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Add Image.
This allows me to personalize 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 the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated 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 emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.
This automation can be overwhelming in the beginning, 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, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t advise.
Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – Active Campaign Add Image.
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The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign Add Image. I used to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my emails?” confirmation.