View Active Campaign Automation Documentation

View Active Campaign Automation Documentation

View Active Campaign Automation DocumentationView Active Campaign Automation Documentation

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off 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 (readily available in the “Pro” strategy) 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 email Alert an employee 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 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 Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – View Active Campaign Automation Documentation.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom field is updated with a certain worth From there, you can develop Conditions, to check whether the contact has a particular tag or custom field value.

View Active Campaign Automation Documentation

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date takes place A custom field is upgraded with a certain value You don’t create e-mails 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 construct my e-mail course precisely how I want to develop it. Lots of online marketers construct very basic e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My email 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 morning. When I initially attempted this approach, I was on MailChimp.

View Active Campaign Automation Documentation

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (View Active Campaign Automation Documentation).” The automation verifies 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 good friends.

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

When I run a webinar, I don’t desire to send out the same email to every person on my list. I wish to send them the suitable e-mail for their level of engagement – View Active Campaign Automation Documentation. View Active Campaign Automation Documentation. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.

View Active Campaign Automation Documentation

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 instantly struck the “Goal” toward the end 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. View Active Campaign Automation Documentation.

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 add tags based upon whether the contact registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

View Active Campaign Automation Documentation

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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and begins 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, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t recommend.

Some customers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a different automation) – View Active Campaign Automation Documentation.

View Active Campaign Automation Documentation

View Active Campaign Automation DocumentationView Active Campaign Automation Documentation

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 type includes a tag that I utilize to filter those contacts out. View Active Campaign Automation Documentation. 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 a simple “do you still want my emails?” verification.

View Active Campaign Automation Documentation

View Active Campaign Automation Documentation

View Active Campaign Automation DocumentationView Active Campaign Automation Documentation

To start developing an automation in ActiveCampaign, start 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 type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain 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 out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip 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 information Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – View Active Campaign Automation Documentation.

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

View Active Campaign Automation Documentation

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date occurs A custom-made field is updated with a particular value You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course exactly how I wish to build it. Many marketers develop extremely basic email series for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. 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 initially tried this method, I was on MailChimp.

View Active Campaign Automation Documentation

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 email (View Active Campaign Automation Documentation).” 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 prepared for next week’s course, and encourage 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 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 out the same e-mail to every person on my list. I want to send them the suitable e-mail for their level of engagement – View Active Campaign Automation Documentation. View Active Campaign Automation Documentation. 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.

View Active Campaign Automation Documentation

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” towards completion 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. View Active Campaign Automation Documentation.

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 signed up, went to, missed out on, or based upon how long 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. People who don’t open my emails make it harder for other emails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

View Active Campaign Automation Documentation

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

This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not advise.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still desire 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 e-mail, they’ve currently been gotten rid of from the automation using a different automation) – View Active Campaign Automation Documentation.

View Active Campaign Automation Documentation

View Active Campaign Automation DocumentationView Active Campaign Automation Documentation

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. View Active Campaign Automation Documentation. I used to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my emails?” confirmation.