Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation WorkflowActive Campaign Cold Lead Automation Workflow

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a type 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 building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert 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 objective’s location 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 details Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Cold Lead Automation Workflow.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can develop Conditions, to check whether the contact has a specific tag or customized field value.

Active Campaign Cold Lead Automation Workflow

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date occurs A custom field is updated with a certain worth You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to develop it. Lots of online marketers construct really basic e-mail sequences for their “email courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, but 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 site. You have to register by Friday night, and a new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

Active Campaign Cold Lead Automation Workflow

Here’s the automation I utilize 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 email (Active Campaign Cold Lead Automation Workflow).” 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 a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with good friends.

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

When I run a webinar, I do not wish to send out the same email to every person on my list. I wish to send them the proper email for their level of engagement – Active Campaign Cold Lead Automation Workflow. Active Campaign Cold Lead Automation Workflow. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently acquired the item I pitch in the webinar.

Active Campaign Cold Lead Automation Workflow

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Cold Lead Automation Workflow.

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 include tags based upon whether the contact signed up, went to, missed out on, or based upon the length of time 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 don’t open my emails make it harder for other emails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.

Active Campaign Cold Lead Automation Workflow

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 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 once again.

This automation can be frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t advise.

Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a separate automation) – Active Campaign Cold Lead Automation Workflow.

Active Campaign Cold Lead Automation Workflow

Active Campaign Cold Lead Automation WorkflowActive Campaign Cold Lead Automation Workflow

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. Active Campaign Cold Lead Automation Workflow. I used to include this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my emails?” confirmation.