Active Campaign Automation Recipes

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (offered in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s location 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 details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Automation Recipes.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a type The contact buys A tag is included to the contact A custom field is upgraded with a certain value From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Active Campaign Automation Recipes

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date happens A custom field is upgraded with a certain value You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to develop it. Numerous online marketers develop very basic email sequences for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I first tried this methodology, I was on MailChimp.

Active Campaign Automation Recipes

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Automation Recipes).” 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” e-mail to get the trainees ready for next week’s course, and encourage them to share it with pals.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on 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 want to send the exact same email to everyone on my list. I desire to send them the suitable email for their level of engagement – Active Campaign Automation Recipes. Active Campaign Automation Recipes. 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 Automation Recipes

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. 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. Active Campaign Automation Recipes.

This enables 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 the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign Automation Recipes

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, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not recommend.

Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. 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 e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they have actually already been eliminated from the automation using a separate automation) – Active Campaign Automation Recipes.

Active Campaign Automation Recipes

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

Active Campaign Automation Recipes

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the objective’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 details Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Automation Recipes.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is included to the contact A custom field is updated with a particular value From there, you can produce Conditions, to check whether the contact has a specific tag or custom-made field value.

Active Campaign Automation Recipes

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date occurs A custom-made field is updated with a certain worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my email course exactly how I ‘d like to develop it. Lots of online marketers build really simple email sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately begins getting lessons.

It was easy to build 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 website. You need to register by Friday night, and a new course starts each Monday morning. When I first tried this methodology, I was on MailChimp.

Active Campaign Automation Recipes

Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Automation Recipes).” 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 out a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up e-mail 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 do not desire to send the very same email to every individual on my list. I want to send them the proper email for their level of engagement – Active Campaign Automation Recipes. Active Campaign Automation Recipes. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the item I pitch in the webinar.

Active Campaign Automation Recipes

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit the “Objective” toward 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. Active Campaign Automation Recipes.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination 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 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. Individuals who do not open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Active Campaign Automation Recipes

Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-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 one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not suggest.

Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they have actually currently been removed from the automation using a separate automation) – Active Campaign Automation Recipes.

Active Campaign Automation Recipes

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they do not have tracking made it possible for. This form adds a tag that I use to filter those contacts out. Active Campaign Automation Recipes. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my emails?” verification.