Click Funnels + Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send 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 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 information Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Click Funnels + Active Campaign.
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 upgraded with a certain value From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field worth.
Click Funnels + Active Campaign
You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date occurs A customized field is upgraded with a particular 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 e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I want to build it. Lots of marketers develop really simple email series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I first attempted this method, I was on MailChimp.
Click Funnels + Active Campaign
Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Click Funnels + Active Campaign).” 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” email to get the students prepared for next week’s course, and encourage them to share it with buddies.
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 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 don’t wish to send the same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Click Funnels + Active Campaign. Click Funnels + Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently bought the item I pitch in the webinar.
Click Funnels + Active Campaign
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Click Funnels + 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 signed up, went to, missed, 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 most 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 the people who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Click Funnels + Active Campaign
Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not recommend.
Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send 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 e-mail (if they currently clicked on the verification link in the previous e-mail, they’ve currently been removed from the automation utilizing a separate automation) – Click Funnels + Active Campaign.
Click Funnels + Active Campaign

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