To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a team 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Activecampaign Sms.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is included to the contact A custom-made field is updated with a particular value From there, you can produce Conditions, to check whether the contact has a certain tag or custom field worth.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date occurs A customized field is upgraded with a certain value You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I wish to build it. Lots of marketers construct really simple e-mail series for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.
It was simple 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 website. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.
Here’s the automation I utilize 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 e-mail (Activecampaign Sms).” 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 a “pump up” e-mail to get the students prepared for next week’s course, and encourage them to share it with buddies.
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 desire to send the very same email to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – Activecampaign Sms. Activecampaign Sms. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already bought the item I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they instantly hit the “Goal” towards 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. Activecampaign Sms.
This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact registered, participated in, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other e-mails to get to the people who really desire them! The “Pro” plan of ActiveCampaign has lead scoring developed in.
Here’s an automation I received 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 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 starts this automation over 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. However, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t recommend.
Some customers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail 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 verification link in the previous email, they’ve already been eliminated from the automation utilizing a separate automation) – Activecampaign Sms.
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking allowed. This type adds a tag that I use to filter those contacts out. Activecampaign Sms. 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 reliably! I just send out a simple “do you still want my e-mails?” confirmation.