Can You Change A Field Type In Active Campaign?

Can You Change A Field Type In Active Campaign?

Can You Change A Field Type In Active Campaign?Can You Change A Field Type In Active Campaign?

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the goal’s place 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 Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Can You Change A Field Type In Active Campaign?.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a kind The contact makes a purchase A tag is added to the contact A custom-made field is upgraded with a specific value From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field value.

Can You Change A Field Type In Active Campaign?

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 buys A date happens A custom field is updated with a particular worth 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 way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to develop it. Lots of marketers construct really simple e-mail series for their “e-mail courses.” A contact indications up, and after that that contact immediately begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this method, I was on MailChimp.

Can You Change A Field Type In Active Campaign?

Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Can You Change A Field Type In Active Campaign?).” 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” email to get the trainees prepared for next week’s course, and encourage them to share it with pals.

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 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 want to send out the exact same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Can You Change A Field Type In Active Campaign?. Can You Change A Field Type In Active Campaign?. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the item I pitch in the webinar.

Can You Change A Field Type In Active Campaign?

Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Can You Change A Field Type In Active Campaign?.

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 add tags based upon whether the contact registered, participated in, 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 money, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Can You Change A Field Type In Active Campaign?

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not recommend.

Some customers do not have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they have actually already been removed from the automation utilizing a separate automation) – Can You Change A Field Type In Active Campaign?.

Can You Change A Field Type In Active Campaign?

Can You Change A Field Type In Active Campaign?Can You Change A Field Type In Active Campaign?

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This type adds a tag that I use to filter those contacts out. Can You Change A Field Type In Active Campaign?. I used to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my emails?” confirmation.