How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s location 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 eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Integrate Acuity With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A customized field is updated with a particular worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field value.

How To Integrate Acuity With Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date takes place A custom field is updated with a certain value You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to develop it. Numerous marketers develop extremely easy email sequences for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday morning. When I first tried this methodology, I was on MailChimp.

How To Integrate Acuity With Active Campaign

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Integrate Acuity With Active 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 ready for next week’s course, and encourage them to share it with pals.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration 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 wish to send out the very same email to every person on my list. I want to send them the suitable email for their level of engagement – How To Integrate Acuity With Active Campaign. How To Integrate Acuity With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently acquired the product I pitch in the webinar.

How To Integrate Acuity With Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they immediately struck the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Integrate Acuity With Active Campaign.

This enables me to customize 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, participated in, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Integrate Acuity With Active Campaign

Here’s an automation I got 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 adds 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 different automation eliminates them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t suggest.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation using a separate automation) – How To Integrate Acuity With Active Campaign.

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. How To Integrate Acuity With Active Campaign. I used to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still desire my emails?” verification.

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

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

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip 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 details Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Integrate Acuity With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a form The contact purchases A tag is contributed 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 specific tag or custom-made field value.

How To Integrate Acuity With Active Campaign

You can also produce 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 makes a purchase A date occurs A customized field is upgraded with a particular worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to construct it. Numerous marketers develop extremely simple email series for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I first tried this method, I was on MailChimp.

How To Integrate Acuity With Active Campaign

Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Integrate Acuity With Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and motivate 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 out on enrollment for next week’s class. They’ll get the pump up email 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 desire to send out the very same e-mail to everyone on my list. I wish to send them the proper e-mail for their level of engagement – How To Integrate Acuity With Active Campaign. How To Integrate Acuity With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.

How To Integrate Acuity With Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Integrate Acuity With Active Campaign.

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 add tags based upon whether the contact signed up, attended, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Integrate Acuity With Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell 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 new tags for 7 days, one month, 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 begins this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I wish 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 an option to erase inactive customers, which I do not advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a separate automation) – How To Integrate Acuity With Active Campaign.

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. How To Integrate Acuity With Active Campaign. I utilized to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my emails?” verification.