How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Use Lead Scoring With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a particular worth From there, you can create Conditions, to inspect whether the contact has a specific tag or customized field worth.

How To Use Lead Scoring With Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date occurs A custom field is upgraded with a specific 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 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 construct it. Lots of marketers construct extremely easy e-mail series for their “e-mail courses.” A contact indications up, and then that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

How To Use Lead Scoring With Active Campaign

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Use Lead Scoring 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” email to get the students ready for next week’s course, and encourage them to share it with friends.

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 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 the very same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – How To Use Lead Scoring With Active Campaign. How To Use Lead Scoring With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the product I pitch in the webinar.

How To Use Lead Scoring With Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Use Lead Scoring 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 integration panel: I can include tags based upon whether the contact registered, participated in, missed, or based upon the length of time 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 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 actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Use Lead Scoring With Active Campaign

Here’s an automation I got 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t advise.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation utilizing a separate automation) – How To Use Lead Scoring With Active Campaign.

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking allowed. This type adds a tag that I use to filter those contacts out. How To Use Lead Scoring With Active Campaign. I utilized to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still desire my emails?” confirmation.

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

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

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert 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 place 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 site messages, and Facebook Customized Audience management are all “Pro” functions – How To Use Lead Scoring With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A custom field is updated with a certain worth From there, you can create Conditions, to inspect whether the contact has a particular tag or customized field worth.

How To Use Lead Scoring With Active Campaign

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date occurs A customized field is upgraded with a certain worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I ‘d like to construct it. Numerous marketers construct very simple email series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email 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 attempted this methodology, I was on MailChimp.

How To Use Lead Scoring With Active Campaign

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Use Lead Scoring With 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 a “pump up” e-mail to get the students all set for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 out the exact same e-mail to every individual on my list. I wish to send them the appropriate email for their level of engagement – How To Use Lead Scoring With Active Campaign. How To Use Lead Scoring With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already bought the item I pitch in the webinar.

How To Use Lead Scoring With Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit 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 Use Lead Scoring With Active Campaign.

This allows me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails 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 individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.

How To Use Lead Scoring 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 email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not recommend.

Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a different automation) – How To Use Lead Scoring With Active Campaign.

How To Use Lead Scoring With Active Campaign

How To Use Lead Scoring With Active CampaignHow To Use Lead Scoring With Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. How To Use Lead Scoring With Active 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 dependably! I only send an easy “do you still want my emails?” verification.