Active Campaign Flowchart

Active Campaign Flowchart

Active Campaign FlowchartActive Campaign Flowchart

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate 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 (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’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 information Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Flowchart.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A custom-made field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a particular tag or custom field worth.

Active Campaign Flowchart

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date happens A customized field is upgraded with a certain value You do not produce emails 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 email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I want to construct it. Lots of marketers build extremely easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to construct 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 site. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.

Active Campaign Flowchart

Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign Flowchart).” The automation validates 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” email to get the students prepared for next week’s course, and encourage them to share it with buddies.

The contact will start getting lessons the following Monday 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the very same e-mail to every person on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Flowchart. Active Campaign Flowchart. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently bought the item I pitch in the webinar.

Active Campaign Flowchart

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Flowchart.

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 registered, attended, missed out on, or based upon how long they stayed 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 promos tab. People who do not open my emails make it harder for other emails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

Active Campaign Flowchart

Here’s an automation I obtained 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 adds 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 removes them from this automation, eliminates 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 service. But, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not advise.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one email asking if they still want 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 confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation using a different automation) – Active Campaign Flowchart.

Active Campaign Flowchart

Active Campaign FlowchartActive Campaign Flowchart

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form includes a tag that I use to filter those contacts out. Active Campaign Flowchart. I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my emails?” verification.

Active Campaign Flowchart

Active Campaign Flowchart

Active Campaign FlowchartActive Campaign Flowchart

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a certain 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 an e-mail Notify an employee 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 Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Flowchart.

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 contributed 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 certain tag or customized field worth.

Active Campaign Flowchart

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date takes place A custom field is upgraded with a specific 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 primary way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I wish to build it. Lots of online marketers develop very simple email sequences for their “e-mail courses.” A contact register, and after that that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday morning. When I first tried this approach, I was on MailChimp.

Active Campaign Flowchart

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Flowchart).” The automation confirms 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” email to get the students all set for next week’s course, and motivate them to share it with pals.

The contact will begin 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 wish to send out the exact same e-mail to every person on my list. I desire to send them the appropriate email for their level of engagement – Active Campaign Flowchart. Active Campaign Flowchart. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already bought the product I pitch in the webinar.

Active Campaign Flowchart

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Flowchart.

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, participated in, missed out on, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Flowchart

Here’s an automation I obtained 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 adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation utilizing a different automation) – Active Campaign Flowchart.

Active Campaign Flowchart

Active Campaign FlowchartActive Campaign Flowchart

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This kind adds a tag that I use to filter those contacts out. Active Campaign Flowchart. I used to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my emails?” confirmation.