Using Active Campaign For Lead Captures

Using Active Campaign For Lead Captures

Using Active Campaign For Lead CapturesUsing Active Campaign For Lead Captures

To start developing an automation in ActiveCampaign, begin 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 (available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 information Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Using Active Campaign For Lead Captures.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a certain worth From there, you can produce Conditions, to check whether the contact has a specific tag or customized field worth.

Using Active Campaign For Lead Captures

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date occurs A customized field is updated with a specific worth You do not create 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 email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to develop it. Lots of online marketers construct extremely simple e-mail series for their “email courses.” A contact indications up, and after that that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email 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 early morning. When I first attempted this approach, I was on MailChimp.

Using Active Campaign For Lead Captures

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Using Active Campaign For Lead Captures).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students prepared 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 exact same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Using Active Campaign For Lead Captures. Using Active Campaign For Lead Captures. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.

Using Active Campaign For Lead Captures

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly hit the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Using Active Campaign For Lead Captures.

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 add 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 money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Using Active Campaign For Lead Captures

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t suggest.

Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my email list clean. 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 removed from the automation using a different automation) – Using Active Campaign For Lead Captures.

Using Active Campaign For Lead Captures

Using Active Campaign For Lead CapturesUsing Active Campaign For Lead Captures

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. Using Active Campaign For Lead Captures. I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still desire my e-mails?” verification.