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Study Notes - April 26, 2018
Study Notes - April 26, 2018
3 Steps to Building Your First Automation – Active Campaign
Step 1 – Setting Up Your Automation
Autoresponder – Uses a list, an email send and an automatic response to their action
Create a master list where you’ll collect all of your contacts
Click on automations tab and select “New Automations”
Select start trigger – how contacts enter automation, in this case, “Subscribe to a list.”
Choose your master list
Step 2 – Build Your Email
Setup a welcome email to everyone who subscribes to your master list
Drag and drop the “Send an Email” action into the automation interface
Select the template you want to use and then design your email in the email builder
Saving the email will bring you back into the automation interface.
Step 3 – Set Up Your Response
Insert a wait step to give contacts time to open their email and filter through the automation
Create an If/Else statement – this allows you to respond differently depending on the contacts action with your email
You can choose to send separate emails depending on whether or not the contact opened your welcome email
Create the response emails just like the original welcome email
Turn on Your Automation
This button is in the upper right hand corner
Intro to Automations – Active Campaign
Automations are combinations of triggers, logic and actions
Allow repetitive aspects of your business to run on auto-pilot
Once set up they continue to run with no input, so any time spent setting them up is a highly leveraged activity
One helpful trigger is “Subscribe to a list.
You can create emails to send in your automation or select an existing campaign
The email campaign summary will tell you whether your email’s content is likely to trigger spam filters
Another helpful action is the wait action
You can specify a certain amount of time or choose to wait until specific conditions that you choose are met
If/Else action
Lets you do a lot of different things depending on the actions of your contacts
When you turn on an automation only contacts that trigger the automation going forward will enter the sequence
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