Active Campaign Workflows

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Workflows.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate 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 worth From there, you can create Conditions, to inspect whether the contact has a certain tag or custom field worth.

Active Campaign Workflows

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 added or eliminated The contact makes a purchase A date happens A custom field is upgraded with a particular value You don’t produce e-mails 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 e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I wish to build it. Numerous online marketers build extremely simple e-mail series for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have 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 Workflows

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 email (Active Campaign Workflows).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email 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 registration for next week’s class. They’ll get the pump up email the following Friday 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 want to send the exact same email to every individual on my list. I desire to send them the proper email for their level of engagement – Active Campaign Workflows. Active Campaign Workflows. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently bought the product I pitch in the webinar.

Active Campaign Workflows

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Workflows.

This allows 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 add tags based upon whether the contact registered, went to, missed, or based upon the length of time 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 promos tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign Workflows

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 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 starts this automation over 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 option. But, due to the fact that you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not recommend.

Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have actually 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 clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they’ve already been removed from the automation utilizing a different automation) – Active Campaign Workflows.

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

The automation then unsubscribes them. My emails also have a link to a kind 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 utilize to filter those contacts out. Active Campaign Workflows. I utilized to add this tag when they clicked a link, but when individuals 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.

Active Campaign Workflows

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a form E-commerce and on-site options (available in the “Pro” strategy) 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 readily available in ActiveCampaign’s automations are: Send an email Notify 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Workflows.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a particular worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field value.

Active Campaign Workflows

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date takes place A custom field is upgraded with a specific 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 develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to build it. Many marketers build really simple email sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course starts each Monday morning. When I first tried this method, I was on MailChimp.

Active Campaign Workflows

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 out all contacts a “welcome email (Active Campaign Workflows).” 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 trainees ready for next week’s course, and encourage them to share it with pals.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on registration 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the very same e-mail to everyone on my list. I desire to send them the proper email for their level of engagement – Active Campaign Workflows. Active Campaign Workflows. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.

Active Campaign Workflows

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

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 registered, attended, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign Workflows

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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 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 once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not recommend.

Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still want to be subscribed but have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation using a different automation) – Active Campaign Workflows.

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

The automation then unsubscribes them. My emails 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 form adds a tag that I utilize to filter those contacts out. Active Campaign Workflows. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still desire my emails?” confirmation.