Active Campaign Tasks

Active Campaign Tasks

Active Campaign TasksActive Campaign Tasks

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s place 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 eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Tasks.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact buys A tag is added to the contact A custom field is updated with a certain worth From there, you can produce Conditions, to check whether the contact has a particular tag or custom-made field worth.

Active Campaign Tasks

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date happens A custom field is updated with a certain worth 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 easy for me to develop my email course exactly how I wish to build it. Numerous marketers develop very easy e-mail series for their “e-mail courses.” A contact indications up, and after that that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, but 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 website. You need to register by Friday night, and a new course starts each Monday morning. When I initially tried this method, I was on MailChimp.

Active Campaign Tasks

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

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 do not desire to send out the same e-mail to every person on my list. I want to send them the appropriate e-mail for their level of engagement – Active Campaign Tasks. Active Campaign Tasks. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already purchased the product I pitch in the webinar.

Active Campaign Tasks

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 right away struck the “Goal” toward 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 Tasks.

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 include tags based upon whether the contact signed up, went to, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails 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 individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

Active Campaign Tasks

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform 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, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not advise.

Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation series: 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 on the confirmation link in the previous e-mail, they have actually currently been removed from the automation utilizing a separate automation) – Active Campaign Tasks.

Active Campaign Tasks

Active Campaign TasksActive Campaign Tasks

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me know that they don’t have tracking enabled. This type adds a tag that I use to filter those contacts out. Active Campaign Tasks. I utilized to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my e-mails?” verification.