Active Campaign Automations For Insurance

Active Campaign Automations For Insurance

Active Campaign Automations For InsuranceActive Campaign Automations For Insurance

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin building 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 Skip to other parts of the automation Track goals (The contact can skip to the objective’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 information Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Automations For Insurance.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is included to the contact A customized field is upgraded with a specific worth From there, you can develop Conditions, to examine whether the contact has a certain tag or custom-made field value.

Active Campaign Automations For Insurance

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact makes a purchase A date occurs A custom field is updated with a particular value You do not develop 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 simple for me to build my email course precisely how I wish to construct it. Numerous online marketers develop really simple email series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday morning. When I first tried this approach, I was on MailChimp.

Active Campaign Automations For Insurance

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Automations For Insurance).” 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” email to get the trainees ready for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday 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 do not wish to send the very same email to everyone on my list. I desire to send them the suitable email for their level of engagement – Active Campaign Automations For Insurance. Active Campaign Automations For Insurance. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already bought the item I pitch in the webinar.

Active Campaign Automations For Insurance

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 hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automations For Insurance.

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 include tags based upon whether the contact registered, 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 e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Automations For Insurance

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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t advise.

Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have 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 email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – Active Campaign Automations For Insurance.

Active Campaign Automations For Insurance

Active Campaign Automations For InsuranceActive Campaign Automations For Insurance

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Active Campaign Automations For Insurance. I used to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my emails?” verification.