Active Campaign Automatically Send Birthday Emails

Active Campaign Automatically Send Birthday Emails

Active Campaign Automatically Send Birthday EmailsActive Campaign Automatically Send Birthday Emails

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a specific 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 Inform a team 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Automatically Send Birthday Emails.

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 buys A tag is included to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field worth.

Active Campaign Automatically Send Birthday Emails

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date takes place A customized field is upgraded with a particular worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I construct 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 extremely basic email series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday early morning. When I first attempted this approach, I was on MailChimp.

Active Campaign Automatically Send Birthday Emails

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Automatically Send Birthday Emails).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until 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 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 difficult 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 desire to send them the appropriate email for their level of engagement – Active Campaign Automatically Send Birthday Emails. Active Campaign Automatically Send Birthday Emails. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the product I pitch in the webinar.

Active Campaign Automatically Send Birthday Emails

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automatically Send Birthday Emails.

This enables me to tailor 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 registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign Automatically Send Birthday Emails

Here’s an automation I received 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 brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and starts this automation over 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, in some cases you have to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not suggest.

Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still want to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they’ve already been eliminated from the automation utilizing a different automation) – Active Campaign Automatically Send Birthday Emails.

Active Campaign Automatically Send Birthday Emails

Active Campaign Automatically Send Birthday EmailsActive Campaign Automatically Send Birthday Emails

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 know that they do not have tracking allowed. This kind adds a tag that I utilize to filter those contacts out. Active Campaign Automatically Send Birthday Emails. I utilized to add this tag when they clicked on a link, however when people 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.

Active Campaign Automatically Send Birthday Emails

Active Campaign Automatically Send Birthday Emails

Active Campaign Automatically Send Birthday EmailsActive Campaign Automatically Send Birthday Emails

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a certain 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 an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Automatically Send Birthday Emails.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A customized field is upgraded with a particular value From there, you can produce Conditions, to check whether the contact has a specific tag or custom field worth.

Active Campaign Automatically Send Birthday Emails

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date occurs A custom field is updated with a particular worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to construct it. Numerous online marketers construct very easy e-mail series for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign Automatically Send Birthday Emails

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Automatically Send Birthday Emails).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and motivate them to share it with good friends.

The contact will start 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 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 do not wish to send the very same e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Active Campaign Automatically Send Birthday Emails. Active Campaign Automatically Send Birthday Emails. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product I pitch in the webinar.

Active Campaign Automatically Send Birthday Emails

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” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automatically Send Birthday Emails.

This enables me to tailor 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 registered, went to, 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 most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign Automatically Send Birthday Emails

Here’s an automation I received 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 brand-new tags for 7 days, 30 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 once again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t suggest.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation series: I send one e-mail asking if they still want 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 verification link in the previous e-mail, they’ve already been eliminated from the automation using a different automation) – Active Campaign Automatically Send Birthday Emails.

Active Campaign Automatically Send Birthday Emails

Active Campaign Automatically Send Birthday EmailsActive Campaign Automatically Send Birthday Emails

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they don’t have tracking allowed. This form includes a tag that I use to filter those contacts out. Active Campaign Automatically Send Birthday Emails. I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my emails?” confirmation.