Active Campaign Workflows

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Workflows.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to examine whether the contact has a specific tag or custom-made field value.

Active Campaign Workflows

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date takes place A customized field is upgraded with a specific value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I want to construct it. Lots of marketers build really simple e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

Active Campaign Workflows

Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Workflows).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and encourage them to share it with friends.

The contact will begin 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 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 wish to send out the exact same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Workflows. Active Campaign Workflows. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the product I pitch in the webinar.

Active Campaign Workflows

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately struck the “Objective” toward the end 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 Workflows.

This enables 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, attended, missed out on, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Active Campaign Workflows

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 includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating in the beginning, 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 construct things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually currently been gotten rid of from the automation utilizing a separate automation) – Active Campaign Workflows.

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they do not have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. Active Campaign Workflows. I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my emails?” confirmation.