How To Automate Tasks In Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site choices (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 offered in ActiveCampaign’s automations are: Send an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the goal’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 information Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Automate Tasks In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact makes a purchase A tag is included 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 certain tag or custom-made field worth.

How To Automate Tasks In Active Campaign

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 added or removed The contact makes a purchase A date takes place A custom-made field is updated with a certain value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to develop it. Many marketers construct really simple e-mail series for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.

How To Automate Tasks In Active Campaign

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Automate Tasks In Active Campaign).” 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 ready 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 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 same email to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Automate Tasks In Active Campaign. How To Automate Tasks In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

How To Automate Tasks In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit 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 To Automate Tasks In Active Campaign.

This allows 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 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. Individuals who do not 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 To Automate Tasks In Active Campaign

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 new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – How To Automate Tasks In Active Campaign.

How To Automate Tasks In Active Campaign

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 do not have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. How To Automate Tasks In Active Campaign. I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send out a basic “do you still desire my e-mails?” confirmation.

How To Automate Tasks In Active Campaign

To begin constructing 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 sends a type E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 details Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Automate Tasks In Active Campaign.

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

How To Automate Tasks In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, 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 customized field is updated with a certain worth You do not develop 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 e-mail course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I want to build it. Lots of marketers build very simple e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, however 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 website. You have to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

How To Automate Tasks In Active Campaign

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Automate Tasks In Active Campaign).” 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” e-mail to get the trainees all set for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday early 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 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 wish to send them the appropriate e-mail for their level of engagement – How To Automate Tasks In Active Campaign. How To Automate Tasks In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already purchased the item I pitch in the webinar.

How To Automate Tasks In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Goal” toward the end 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. How To Automate Tasks In Active Campaign.

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 add tags based upon whether the contact registered, went to, missed, or based upon how long they stayed 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 promos tab. Individuals who do not open my emails make it harder for other emails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

How To Automate Tasks In Active Campaign

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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts this automation over once 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 solution. However, due to the fact that you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not advise.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they have actually already been removed from the automation utilizing a different automation) – How To Automate Tasks In Active Campaign.

How To Automate Tasks In Active Campaign

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. How To Automate Tasks In Active Campaign. I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my emails?” confirmation.

How To Automate Tasks In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways 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 alternatives (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the objective’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 details Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Automate Tasks In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is added to the contact A customized field is updated with a specific worth From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field worth.

How To Automate Tasks In Active Campaign

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date occurs A custom-made field is updated with a specific worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an email course. ActiveCampaign makes it simple for me to build my email course precisely how I want to construct it. Many online marketers construct very easy email sequences for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My e-mail 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 initially attempted this methodology, I was on MailChimp.

How To Automate Tasks In Active Campaign

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Automate Tasks In Active Campaign).” The automation validates 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” e-mail to get the trainees all set for next week’s course, and motivate 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send out the exact same e-mail to everyone on my list. I desire to send them the proper e-mail for their level of engagement – How To Automate Tasks In Active Campaign. How To Automate Tasks In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.

How To Automate Tasks In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away struck 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. How To Automate Tasks In Active Campaign.

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, went to, 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 e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to the individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Automate Tasks In Active Campaign

Here’s an automation I received 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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be overwhelming at first, and this is among those cases where I want 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 build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not advise.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: 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 verification link in the previous email, they have actually currently been gotten rid of from the automation utilizing a separate automation) – How To Automate Tasks In Active Campaign.

How To Automate Tasks In Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. How To Automate Tasks In Active Campaign. I utilized to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still desire my e-mails?” verification.

How To Automate Tasks In Active Campaign

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 included When a contact registers for a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the goal’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 information Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Automate Tasks In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a type The contact buys A tag is contributed to the contact A customized field is updated with a certain worth From there, you can create Conditions, to examine whether the contact has a specific tag or custom field value.

How To Automate Tasks In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date occurs A custom field is upgraded with a certain worth 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 method I build my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I wish to construct it. Lots of online marketers build extremely easy e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Automate Tasks In Active Campaign

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Automate Tasks In Active Campaign).” 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” e-mail to get the trainees 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the very same e-mail to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Automate Tasks In Active Campaign. How To Automate Tasks In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently bought the product I pitch in the webinar.

How To Automate Tasks In Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Automate Tasks In Active Campaign.

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 trigger automations within ActiveCampaign.

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

How To Automate Tasks In Active Campaign

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, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still want to be subscribed but have been hectic. Here’s my reactivation sequence: I send 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 already clicked on the confirmation link in the previous e-mail, they’ve already been eliminated from the automation using a different automation) – How To Automate Tasks In Active Campaign.

How To Automate Tasks In Active Campaign

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 don’t have tracking enabled. This kind includes a tag that I use to filter those contacts out. How To Automate Tasks In Active Campaign. I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” confirmation.