Steps For Setting Up Active Campaign

Steps For Setting Up Active Campaign

Steps For Setting Up Active CampaignSteps For Setting Up Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate 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 choices (offered in the “Pro” strategy) 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 offered 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 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 remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Steps For Setting Up Active Campaign.

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

Steps For Setting Up Active Campaign

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom field is upgraded 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 e-mail course. ActiveCampaign makes it easy for me to build my email course exactly how I ‘d like to construct it. Many marketers construct extremely easy e-mail sequences for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.

Steps For Setting Up Active Campaign

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Steps For Setting Up Active Campaign).” The automation confirms 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 students ready for next week’s course, and motivate them to share it with pals.

The contact will begin 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 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 same email to every individual on my list. I desire to send them the appropriate e-mail for their level of engagement – Steps For Setting Up Active Campaign. Steps For Setting Up Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

Steps For Setting Up 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 immediately struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Steps For Setting Up Active Campaign.

This enables 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 add tags based upon whether the contact registered, attended, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most 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 the people who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Steps For Setting 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 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, removes all of those tags, and starts this automation over once again.

This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not advise.

Some customers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: 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 e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve already been eliminated from the automation using a separate automation) – Steps For Setting Up Active Campaign.

Steps For Setting Up Active Campaign

Steps For Setting Up Active CampaignSteps For Setting Up Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. Steps For Setting Up Active Campaign. I utilized to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my e-mails?” verification.