How To Merge Lists With Active Campaign

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a particular 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 out an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid 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 remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Merge Lists With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is included to the contact A custom-made field is updated with a certain worth From there, you can produce Conditions, to examine whether the contact has a certain tag or customized field value.

How To Merge Lists With Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date takes place A customized field is updated with a certain value You don’t create 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 simple for me to construct my email course precisely how I want to build it. Many marketers construct very easy e-mail series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.

How To Merge Lists With Active Campaign

Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Merge Lists With 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 out a “pump up” email to get the trainees all set for next week’s course, and encourage 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 registration for next week’s class. They’ll get the pump up email the following Friday 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 out the same email to every person on my list. I wish to send them the suitable e-mail for their level of engagement – How To Merge Lists With Active Campaign. How To Merge Lists With Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.

How To Merge Lists With Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Objective” towards completion 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 Merge Lists 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 add tags based upon whether the contact signed up, attended, missed out on, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

How To Merge Lists 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different 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 service. But, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t suggest.

Some subscribers do not have 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 out one e-mail asking if they still wish 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 on the confirmation link in the previous email, they’ve already been eliminated from the automation using a different automation) – How To Merge Lists With Active Campaign.

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists 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 do not have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. How To Merge Lists With Active Campaign. I used to include this tag when they clicked on a link, but when people don’t 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.

How To Merge Lists With Active Campaign

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a specific 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 Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Merge Lists With Active Campaign.

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

How To Merge Lists With Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date happens A custom field is upgraded with a specific worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I wish to build it. Lots of marketers build extremely simple e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact right away starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.

How To Merge Lists With Active Campaign

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Merge Lists 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 out a “pump up” e-mail to get the students prepared for next week’s course, and motivate 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 out on registration 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 do not desire to send out the same e-mail to every person on my list. I wish to send them the proper e-mail for their level of engagement – How To Merge Lists With Active Campaign. How To Merge Lists With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently bought the product I pitch in the webinar.

How To Merge Lists With Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they right away struck the “Goal” toward 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 Merge Lists With 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, participated in, missed out on, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Merge Lists 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and starts 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. However, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they have actually currently been gotten rid of from the automation utilizing a different automation) – How To Merge Lists With Active Campaign.

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With 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 enabled. This type includes a tag that I utilize to filter those contacts out. How To Merge Lists With Active Campaign. I used to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my emails?” confirmation.