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To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form 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 begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – [email protected] 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 buys A tag is included to the contact A custom field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a particular tag or custom field worth.

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You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date occurs A customized field is upgraded with a certain value You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to develop it. Lots of marketers build very basic e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.

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Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ([email protected] Campaign).” The automation confirms 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 trainees all set for next week’s course, and encourage them to share it with pals.

The contact will start 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the very same email to every individual on my list. I wish to send them the proper e-mail for their level of engagement – [email protected] Campaign. [email protected] Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the item I pitch in the webinar.

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Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away hit the “Objective” 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. [email protected] 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, attended, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

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Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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 includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not recommend.

Some customers don’t have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation using a different automation) – [email protected] Campaign.

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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 made it possible for. This type adds a tag that I utilize to filter those contacts out. [email protected] Campaign. I utilized to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my e-mails?” confirmation.