How Do I Get My Active Campaign History Back Into Sales Force?

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily 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 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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How Do I Get My Active Campaign History Back Into Sales Force?.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A customized field is upgraded with a specific value From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field value.

How Do I Get My Active Campaign History Back Into Sales Force?

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or eliminated The contact makes a purchase A date happens A custom-made field is updated 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 contrast. The main way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to build it. Numerous online marketers build extremely simple e-mail series for their “email courses.” A contact indications up, and after that that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

How Do I Get My Active Campaign History Back Into Sales Force?

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How Do I Get My Active Campaign History Back Into Sales Force?).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the students all set for next week’s course, and encourage them to share it with friends.

The contact will start 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 desire to send the same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – How Do I Get My Active Campaign History Back Into Sales Force?. How Do I Get My Active Campaign History Back Into Sales Force?. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

How Do I Get My Active Campaign History Back Into Sales Force?

Then it sends a series of emails to get them thinking about 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. How Do I Get My Active Campaign History Back Into Sales Force?.

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 include tags based upon whether the contact registered, attended, missed out on, or based upon 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 promos tab. People who don’t open my emails make it harder for other emails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How Do I Get My Active Campaign History Back Into Sales Force?

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, 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 overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t suggest.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send 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 have actually currently been eliminated from the automation utilizing a separate automation) – How Do I Get My Active Campaign History Back Into Sales Force?.

How Do I Get My Active Campaign History Back Into Sales Force?

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. How Do I Get My Active Campaign History Back Into Sales Force?. I used to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my emails?” confirmation.

How Do I Get My Active Campaign History Back Into Sales Force?

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” strategy) 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 readily available in ActiveCampaign’s automations are: Send an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’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 details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How Do I Get My Active Campaign History Back Into Sales Force?.

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

How Do I Get My Active Campaign History Back Into Sales Force?

You can also produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date takes place A custom-made field is updated with a specific value You don’t create e-mails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.

How Do I Get My Active Campaign History Back Into Sales Force?

Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How Do I Get My Active Campaign History Back Into Sales Force?).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and encourage them to share it with good friends.

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 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 don’t want to send out the same e-mail to every individual on my list. I want to send them the appropriate e-mail for their level of engagement – How Do I Get My Active Campaign History Back Into Sales Force?. How Do I Get My Active Campaign History Back Into Sales Force?. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already acquired the product I pitch in the webinar.

How Do I Get My Active Campaign History Back Into Sales Force?

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they right away struck the “Objective” towards completion 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. How Do I Get My Active Campaign History Back Into Sales Force?.

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

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

How Do I Get My Active Campaign History Back Into Sales Force?

Here’s an automation I received 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 new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes 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, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still desire 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 discussing why I keep my email list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – How Do I Get My Active Campaign History Back Into Sales Force?.

How Do I Get My Active Campaign History Back Into Sales Force?

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 allowed. This kind adds a tag that I use to filter those contacts out. How Do I Get My Active Campaign History Back Into Sales Force?. I utilized to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my emails?” confirmation.