How To Set Up Active Campaign
To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (readily available in the “Pro” plan) 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 offered in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Set Up Active Campaign.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field worth.
How To Set Up Active Campaign
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date occurs A customized field is updated with a certain value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I want to construct it. Numerous marketers develop very easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first tried this method, I was on MailChimp.
How To Set Up Active Campaign
Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Set Up Active Campaign).” The automation validates 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 encourage them to share it with friends.
The contact will begin getting lessons the following Monday 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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not desire to send the same e-mail to everyone on my list. I desire to send them the proper email for their level of engagement – How To Set Up Active Campaign. How To Set Up Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the item I pitch in the webinar.
How To Set Up Active Campaign
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they right away struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Set Up Active Campaign.
This enables 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 include tags based upon whether the contact signed up, participated in, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it more 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 emails to get to the individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
How To Set Up Active Campaign
Here’s an automation I got 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 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 email, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not suggest.
Some customers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been removed from the automation using a different automation) – How To Set Up Active Campaign.
How To Set Up Active Campaign
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking enabled. This kind adds a tag that I use to filter those contacts out. How To Set Up Active Campaign. I utilized to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” verification.
