Active Campaign Freshdesk

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (readily available in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the objective’s place 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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Freshdesk.

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

Active Campaign Freshdesk

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date takes place A custom-made field is upgraded with a particular 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 easy for me to build my e-mail course exactly how I wish to build it. Lots of marketers construct really easy e-mail sequences for their “email courses.” A contact register, and after that that contact instantly starts 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.

Active Campaign Freshdesk

Here’s the automation I utilize 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 Freshdesk).” 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” email to get the trainees ready for next week’s course, and encourage them to share it with buddies.

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

When I run a webinar, I don’t wish to send out the same email to every individual on my list. I wish to send them the suitable email for their level of engagement – Active Campaign Freshdesk. Active Campaign Freshdesk. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently purchased the product I pitch in the webinar.

Active Campaign Freshdesk

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately hit the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Freshdesk.

This enables me to tailor 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 registered, participated in, missed out on, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign Freshdesk

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 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, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t recommend.

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

Active Campaign Freshdesk

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me know that they do not have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign Freshdesk. I used 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 an easy “do you still desire my emails?” verification.

Active Campaign Freshdesk

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening 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 details Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Freshdesk.

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

Active Campaign Freshdesk

You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date occurs A custom-made field is updated with a specific value You do not develop emails 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 easy for me to build my email course precisely how I want to build it. Many marketers build really basic e-mail series for their “email courses.” A contact register, and then that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, but difficult 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 sign up by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

Active Campaign Freshdesk

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Freshdesk).” 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 prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin 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 email 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 out the very same e-mail to every individual on my list. I wish to send them the suitable email for their level of engagement – Active Campaign Freshdesk. Active Campaign Freshdesk. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

Active Campaign Freshdesk

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Freshdesk.

This allows 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, went to, missed, 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 more most likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring built in.

Active Campaign Freshdesk

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 adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and begins 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. However, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they have actually already been gotten rid of from the automation utilizing a separate automation) – Active Campaign Freshdesk.

Active Campaign Freshdesk

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail 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 Freshdesk. I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my e-mails?” confirmation.