How To Set Up An Email Follow Up Series In Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Avoid 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Set Up An Email Follow Up Series In Active Campaign.
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a certain value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field worth.
How To Set Up An Email Follow Up Series In Active Campaign
You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date takes place A customized field is updated with a specific value You don’t produce emails 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 simple for me to develop my e-mail course precisely how I wish to develop it. Many marketers develop very easy e-mail series for their “e-mail courses.” A contact indications up, and then that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday early morning. When I initially attempted this methodology, I was on MailChimp.
How To Set Up An Email Follow Up Series In Active Campaign
Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Set Up An Email Follow Up Series In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with pals.
The contact will start 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 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 wish to send the very same email to every individual on my list. I wish to send them the proper email for their level of engagement – How To Set Up An Email Follow Up Series In Active Campaign. How To Set Up An Email Follow Up Series In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.
How To Set Up An Email Follow Up Series 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 immediately hit the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Set Up An Email Follow Up Series 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 integration panel: I can include tags based upon whether the contact registered, attended, missed, or based upon 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 emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to the people who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
How To Set Up An Email Follow Up Series In Active Campaign
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 includes a “0 days” tag. As time passes, it includes 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, eliminates all of those tags, and begins 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 option. But, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t recommend.
Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however 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 clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they’ve already been eliminated from the automation utilizing a different automation) – How To Set Up An Email Follow Up Series In Active Campaign.
How To Set Up An Email Follow Up Series 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 know that they don’t have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. How To Set Up An Email Follow Up Series In Active Campaign. I used to include this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my e-mails?” verification.