Active Campaign Birthday Automation

Active Campaign Birthday Automation

Active Campaign Birthday AutomationActive Campaign Birthday Automation

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform a group 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 goal’s location 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 information Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Birthday Automation.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A custom field is updated with a specific worth From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field value.

Active Campaign Birthday Automation

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date happens A customized field is upgraded with a particular value You don’t create emails 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 e-mail course. ActiveCampaign makes it easy for me to develop my email course exactly how I ‘d like to build it. Many online marketers construct really simple e-mail series for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email 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 morning. When I first tried this approach, I was on MailChimp.

Active Campaign Birthday Automation

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Birthday Automation).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the students all set for next week’s course, and encourage them to share it with buddies.

The contact will start getting lessons the following Monday early 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the same email to every person on my list. I want to send them the suitable email for their level of engagement – Active Campaign Birthday Automation. Active Campaign Birthday Automation. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already purchased the product I pitch in the webinar.

Active Campaign Birthday Automation

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away 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. Active Campaign Birthday Automation.

This allows me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign Birthday Automation

Here’s an automation I obtained 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, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation using a different automation) – Active Campaign Birthday Automation.

Active Campaign Birthday Automation

Active Campaign Birthday AutomationActive Campaign Birthday Automation

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 understand that they do not have tracking allowed. This type adds a tag that I utilize to filter those contacts out. Active Campaign Birthday Automation. I utilized to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still want my emails?” confirmation.