View Active Campaign Automation Documentation

View Active Campaign Automation Documentation

View Active Campaign Automation DocumentationView Active Campaign Automation Documentation

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” plan) 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 Alert a staff member Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – View Active Campaign Automation Documentation.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a kind 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 develop Conditions, to inspect whether the contact has a specific tag or custom-made field worth.

View Active Campaign Automation Documentation

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date happens A customized field is updated with a certain value You do not develop e-mails in ConvertKit’s Automations.

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

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

View Active Campaign Automation Documentation

Here’s the automation I use 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 (View Active Campaign Automation Documentation).” 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” e-mail to get the trainees all set for next week’s course, and encourage 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the same e-mail to every individual on my list. I desire to send them the proper e-mail for their level of engagement – View Active Campaign Automation Documentation. View Active Campaign Automation Documentation. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently purchased the item I pitch in the webinar.

View Active Campaign Automation Documentation

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. View Active Campaign Automation Documentation.

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, went to, missed out on, 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. People who don’t open my emails make it harder for other emails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

View Active Campaign Automation Documentation

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform 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, one month, 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 begins 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, since you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not advise.

Some customers don’t have tracking turned 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 wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – View Active Campaign Automation Documentation.

View Active Campaign Automation Documentation

View Active Campaign Automation DocumentationView Active Campaign Automation Documentation

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 understand that they do not have tracking enabled. This type includes a tag that I use to filter those contacts out. View Active Campaign Automation Documentation. I utilized 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 emails?” verification.