To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site alternatives (offered 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 readily available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip 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 information Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Activecampaign Gmail.
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact purchases A tag is included to the contact A custom field is upgraded with a certain worth From there, you can develop Conditions, to check whether the contact has a particular tag or customized field worth.
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date occurs A customized field is upgraded 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 main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to develop it. Many marketers develop extremely basic email series for their “email courses.” A contact signs up, and after that that contact immediately starts getting lessons.
It was simple to construct with ActiveCampaign, but 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 site. You have to register by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.
Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Activecampaign Gmail).” The automation verifies 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 trainees 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 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 difficult for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the same email to every individual on my list. I desire to send them the appropriate e-mail for their level of engagement – Activecampaign Gmail. Activecampaign Gmail. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.
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 right away hit the “Goal” 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. Activecampaign Gmail.
This enables 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 include tags based upon whether the contact signed up, participated in, missed, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to tell 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 email, a different automation eliminates 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 option. However, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I do not advise.
Some subscribers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous email, they’ve currently been eliminated from the automation utilizing a separate automation) – Activecampaign Gmail.
The automation then unsubscribes them. My e-mails 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 form adds a tag that I use to filter those contacts out. Activecampaign Gmail. I used 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 reliably! I only send a basic “do you still want my emails?” verification.