Active Campaign Inc

To begin developing 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 submits a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can start building 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 Avoid 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 existing 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 website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Inc.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a form The contact makes a purchase A tag is included to the contact A custom field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom-made field value.
Active Campaign Inc
You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date happens A customized field is updated with a particular value You don’t create 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 e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I wish to construct it. Lots of online marketers construct very simple email series for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.
It was simple to develop with ActiveCampaign, however impossible 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 need to register by Friday night, and a new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.
Active Campaign Inc
Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign Inc).” 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 prepared for next week’s course, and encourage 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 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 impossible for me to automate this with MailChimp.
When I run a webinar, I do not desire to send the exact same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Inc. Active Campaign Inc. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.
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Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly struck the “Goal” 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. Active Campaign Inc.
This enables 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 include tags based upon whether the contact registered, participated in, missed out on, or based upon for how long they remained in the webinar. These tags can then activate 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. People who do not open my e-mails make it harder for other emails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring built in.
Active Campaign Inc
Here’s an automation I obtained 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 adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t advise.
Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have 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 clean. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they’ve currently been removed from the automation utilizing a different automation) – Active Campaign Inc.
Active Campaign Inc

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 allowed. This type includes a tag that I use to filter those contacts out. Active Campaign Inc. I used to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my emails?” confirmation.