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To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits 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 begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform a group member Wait conditions If/then conditionals Split traffic for testing Avoid 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 Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Youtube Channel.
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact buys A tag is added to the contact A custom-made field is upgraded with a specific worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field worth.
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You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date happens A custom-made field is updated with a specific value 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 way I develop my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to construct it. Many marketers construct really simple email sequences for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.
It was simple to construct with ActiveCampaign, however 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 site. 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.
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Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Youtube Channel).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students 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 out on registration for next week’s class. They’ll get the pump up email 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 desire to send the same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Youtube Channel. Active Campaign Youtube Channel. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.
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Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Goal” towards the end 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. Active Campaign Youtube Channel.
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, attended, missed, or based upon how long they stayed in the webinar. These tags can then set off 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 do not open my emails make it harder for other emails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
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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 includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different 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 among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not advise.
Some subscribers do not have tracking switched on, so their opens aren’t taped. 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 want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually already been gotten rid of from the automation using a different automation) – Active Campaign Youtube Channel.
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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 know that they don’t have tracking enabled. This type adds a tag that I utilize to filter those contacts out. Active Campaign Youtube Channel. I utilized to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send a basic “do you still want my emails?” verification.