Active Campaign & Contact Form 7 (Pro) Instructions

Active Campaign & Contact Form 7 (Pro) Instructions

Active Campaign & Contact Form 7 (Pro) InstructionsActive Campaign & Contact Form 7 (Pro) Instructions

To start constructing 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 signs up for a list When a contact sends a type E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’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 details Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign & Contact Form 7 (Pro) Instructions.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is added to the contact A customized field is updated with a specific worth From there, you can develop Conditions, to examine whether the contact has a certain tag or custom field value.

Active Campaign & Contact Form 7 (Pro) Instructions

You can likewise create Events, 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 occurs A custom-made field is updated with a certain worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I wish to construct it. Lots of marketers construct really simple e-mail sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign & Contact Form 7 (Pro) Instructions

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign & Contact Form 7 (Pro) Instructions).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till 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 pals.

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 e-mail 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 desire to send the very same e-mail to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign & Contact Form 7 (Pro) Instructions. Active Campaign & Contact Form 7 (Pro) Instructions. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the product I pitch in the webinar.

Active Campaign & Contact Form 7 (Pro) Instructions

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign & Contact Form 7 (Pro) Instructions.

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 how long 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. People who don’t open my emails make it harder for other e-mails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Active Campaign & Contact Form 7 (Pro) Instructions

Here’s an automation I obtained 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 adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t advise.

Some subscribers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out 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 on the verification link in the previous email, they’ve already been eliminated from the automation utilizing a separate automation) – Active Campaign & Contact Form 7 (Pro) Instructions.

Active Campaign & Contact Form 7 (Pro) Instructions

Active Campaign & Contact Form 7 (Pro) InstructionsActive Campaign & Contact Form 7 (Pro) Instructions

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me understand that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. Active Campaign & Contact Form 7 (Pro) Instructions. I used to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send out a basic “do you still desire my emails?” verification.