Active Campaign allows you to create a more personalized experience that is specific ton your contact so than when they do receive your email the chances that they open It is going to be much greater than the competition... And the way the we do this is using grouping (tagging and so on) in Active Campaign - this is SEGMENTATION - the process of grouping your contacts by similar atributes (TAGs) and actions.
Active Campaign Case Study: how to create your first automation
This is real case study - i will show you how I create Active Campaign Automation for on of my FAVORITE Passive Income Programs - Funnel Franchise by Mark Weightly. So we will start from scratch. Follow the steps below.
Create your TAGs to learn who is interested...
PRO TIP You can first create tags in CONTACTS - TAGS and then simply chose from them when you need to add a TAG to a link or contact or...
In Active Campaign it is all about TAGs - just create TAGS for all topics you are going to inform your subscribers and after sending your emails you will be able to see how they interact with your Links using the tags you created for those links. This is how you will be able to separate those people who are interested from those who do not care.
Step 1. Create List
First step - we create Funnel Franchise List in Active Campaign. This List is where our people are going to live after they will subscribe using active campaign subscription form (I placed this form on my blog).
Also we need to create a Form for this list
Watch this video below to learn How to Turn on Double Optin Confirmation Email and add Custom Thank You Url ...
Step 2. Create First Automation
No we are going to Automations tab and create New Automation - Start from Scratch.
So the first thing we need to do is - when someone subscribes to our List - we choose this trigger - next we choose our List in Actions Options.
Step 3. Adding a Tag
Our next step is adding a tag. So when someone subscribes to our List we are going to Tag him with our new tag FUNNEL FRANCHISE. We do it using Conditions and Workflow window and we use - Contacts Tab - Add Tag. And this is all we need to do for the first automation. Watch below video to see it in action.
So when someone subscribes on my site using this Active Campaign form he will go to my FUNNEL FRANCHISE List and than Active Campaign will tag him with the Tag "FUNNEL FRANCHISE".
Step 4. Creating new Automation (based on TAG trigger)
Next we going to create new automation. And this time this is the actual automation that we are going to start using. This automation will be based on the Tag we have just added to that new subscriber. SO our trigger will be TAG IS ADDED and in Action options we will chose our TAG (FUNNEL FRANCHISE). And now whenever that TAG is added to that person we gona send them an email or any thing we want (like sms for example). Press Send Email and we will create first Email in our automated campaign (Automation).
So we created our first email and we can also add some Waiting period - in my case this is wait for 1 Hour and send another Email.
This is how we setup an ActiveCampaign autoresponder to get higher click through rates!
Step 5. Statement "if - than"
Next I want to know if subscriber is opened this emale and if yes I will send him another emal with the next step of Funnel Franchise promotion.
And if not - I will send him the same letter but I will change the SUBJECT Line for something more interesting to get him open this email next time...
This is the best way to start working with your new subscribers because you are not going to be confused on who is on what List - you do not really care. You just care about the tags and Active Campaign is sending email based on those tags.
Also watch next video for more sophisticated approach to automation in Active Campaign
Active Campaign University
It is not that easy to start using Active Campaign like a PRO but do not panic they offer step by step training in a special training membership site (free to register).