Hello! I am running a referral rewards program. I’m trying to duplicate what I did in Infusionsoft to AC and so far it appears I cannot do it.
Here’s what I need:
Email goes to client with 4 reward options
They pick 1 of the 4 (does this need to be a landing page?)
They are tagged with the appropriate tag for the reward, and a notification is sent to me letting me know what they picked.
Is this even possible to do in AC? I’ve been trying to figure it out and search for tutorials for 2 days and have not found an answer.
Thank you!
… as you’ll see in that dropdown, you could begin an automation when the link is clicked. So you could apply the tag and start the automation at the same time. I tend to avoid this because it makes it less clear later on how the automation is being triggered. It might be difficult to remember that you’re beginning it from a campaign.
Instead, you could have the automation begin when the tag is applied using the Tag is added trigger. The automation would use the Notify Someone action in the Sending options category to let you know which reward they picked:
You’d have four of these automations (one for each reward). I’d recommend creating a label for them to keep the grouped together and keep your account organized. It’s also possible to boil these 4 separate automations down into one automation but, since you’re still trying to learn the platform, that might be more confusing than it’s worth at this point.
Let me know if this does what you want it to do. Here to help.
Congratulations on the migration to ActiveCampaign. After you adjust to the differences, I think you’ll find it’s just as capable and much easier to use.
Thanks, Brian. Since i’m used to working with infusionsoft and having the automation in one place, I think I can understand how it works to do it the second way you suggested. If I do it the first way, if I’m understanding you correctly, I’d have 4 different automations that all start with the same tag. But does it start from one email? How do I know what reward they picked (I don’t see how i can do that in the email directly) My issues is most likely with what I use to have them pick their reward. Here is the current automation:
A tag is added which starts the automation:
Email sent to member with a link to a Wufoo form
If the link is clicked I have a notification sent to me to check the Wufoo form. If the link is NOT clicked, a 2nd email goes out after 1 day.
I repeat this same process for one more time before sending a task for me to follow up with the member personally.
This will work, but I’d prefer to know which of the 4 rewards are picked without going to Wufoo. I cannot figure out the best way to do that. Do I need to create a landing page in my Wordpress site and integrate an AC form? Should I use something like Click Funnels? Infusionsoft had landing pages so I had it all in one spot. Plus with the if/else statement I could have unlimited choices, not just two.
I was thinking that you’d give them a choice in the email campaign. Something like…
"What reward would you like?
Reward 1
Reward 2
Reward 3
Reward 4"
Each of those options would be a link. Then, you’d apply a tag when they clicked the link. A click on Reward 1 would apply the Reward 1 tag, a click on Reward 2 would apply the Reward 2 tag, and so on.
Then, you’d have an automation that is started by the Reward 1 tag that notifies you, “This contact wants reward 1.” The Reward 2 tag would start an automation that notifies you, “This contact wants reward 2,” and so on.
But, that might not work because they may click multiple links. You could set up an automation that removes previous tags and applies the tag of the most recent click, but that might be more trouble than it’s worth. If you want to do it that way, I can help you set that up.
The best way to do this is probably going to be to have them submit a form with a custom field for the reward. The custom field would use radio buttons so they can only make one selection.
There’s an option in the sidebar to have the form’s results emailed to you when it is submitted:
… so that will make this pretty easy. You could embed the form in a web page or you could use the hosted version we provide.
Let me know if that doesn’t work for whatever reason.
It’s also possible to pre-populate the email address field to make it easier for them. Let me know if you’re interested in that and I can track down information on how to set that up.
“You could embed the form in a web page or you could use the hosted version we provide.”
?? AC has hosted web pages? I have a form like you suggested already, but not clear with where I use it. I can use it in an email so I must have to have a hosted page, but I don’t see how that’s possible with AC. Am I missing something? I’ve been through a bunch of video tutorials, the support documents and the forum and the answer is I need to embed it on my Wordpress site, click funnels, lead pages, or Amy no her sort of landing page. Is this correct? If AC has the ability to do a hosted page, then that just made me day! Where do I learn how to do that? Is there a tutorial I can watch or article I can read ?
And, yes. Having the email address pre-populated would be great.
