Active Campaign Add Tag To All Contacts

Active Campaign Add Tag To All Contacts

Active Campaign Add Tag To All ContactsActive Campaign Add Tag To All Contacts

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate 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 choices (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s location 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 Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Add Tag To All Contacts.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can produce Conditions, to check whether the contact has a certain tag or custom field worth.

Active Campaign Add Tag To All Contacts

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date occurs A custom-made field is upgraded with a specific worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I wish to construct it. Many marketers build very simple e-mail sequences for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, however difficult 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 starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign Add Tag To All Contacts

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Add Tag To All Contacts).” The automation confirms 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 motivate them to share it with pals.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on 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 want to send out the very same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Add Tag To All Contacts. Active Campaign Add Tag To All Contacts. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the product I pitch in the webinar.

Active Campaign Add Tag To All Contacts

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they right away struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Add Tag To All Contacts.

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 add tags based upon whether the contact signed up, attended, missed out on, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to the people who really want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign Add Tag To All Contacts

Here’s an automation I received 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 new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they have actually already been gotten rid of from the automation using a different automation) – Active Campaign Add Tag To All Contacts.

Active Campaign Add Tag To All Contacts

Active Campaign Add Tag To All ContactsActive Campaign Add Tag To All Contacts

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. Active Campaign Add Tag To All Contacts. I used to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my emails?” verification.

Active Campaign Add Tag To All Contacts

Active Campaign Add Tag To All Contacts

Active Campaign Add Tag To All ContactsActive Campaign Add Tag To All Contacts

You can also see whether the completion rate has actually increased or reduced, for how long it takes for contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite function. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the first name of only a few of your contacts, which is the case with my list. I typically do not need a first name to register to my list, but sometimes I get a given name, such as when someone purchases an item. Would not it be good to greet your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a very first name, I state “Hey,” and after that their given name. If they don’t, I simply state “Hey there,” (Active Campaign Add Tag To All Contacts). By developing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s given name.

Active Campaign Add Tag To All Contacts

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a lot of time is by allowing me use the same automation over and over again for my webinars, and I can rapidly alter out all of the information.

Active Campaign Add Tag To All ContactsActive Campaign Add Tag To All Contacts

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of various variables here, such as the date and time of the webinar, the price of the product, offer terms, coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule changes or offer changes.

And here it is in an email. This message variable allows me to quickly change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email editing experience. I changed from MailChimp, and MailChimp occurs to have the best e-mail editing experience. I really like to send out basic e-mails.

Active Campaign Add Tag To All Contacts

I’ve discovered that really tough to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic design template I produced. The interface for the HTML editor looks like it was pulled from some totally free open-source task. Active Campaign Add Tag To All Contacts.

However, adding images is a little bit of a chore. You have to choose them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor needs that you compose totally in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s rich text editor is a cumbersome experience. You require separate text boxes for above and below the image. Lately I have actually begun utilizing ActiveCampaign’s abundant text editor. They have some great templates, however I still want to send the plainest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t get rid of – Active Campaign Add Tag To All Contacts.

Active Campaign Add Tag To All Contacts

But, with some changes, I can make my email quite standard. I can make it immediately take up the whole window, and I can fine-tune the typography to be a little bigger, and have a little bit more leading. The most discouraging part of ActiveCampaign’s rich full-screen editor is including images. Imagine you’ve simply typed out a fantastic email. Active Campaign Add Tag To All Contacts.

You can’t just add an image to a block of text. Rather, you have to produce 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format modifications, you’ll have to watch on those to remain consistent. That’s something to deal with when you wish to add one image, but when you wish to include numerous, it becomes a huge chore.

They even have a standard mage editor where you can crop the image – Active Campaign Add Tag To All Contacts. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can create a really plain email, supplied you make a basic template first.

Active Campaign Add Tag To All Contacts

MailChimp’s built-in image editor is incredibly powerful. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign Add Tag To All Contacts). It would conserve me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s e-mail modifying experience is really plain, but simple to browse. Their templates are limited, which is great with me, but their email modifying experience is somewhat much easier because you can develop inline images, and you can produce a totally plain e-mail, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an email, and it takes me to the editor for that e-mail. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to switch backward and forward between various e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular emails from each of those tabs.

Active Campaign Add Tag To All Contacts

In the Automations section, there’s a “Handle Messages” area. From here, you can see all of the messages in each of your automations. You can modify each one, or you can Command + Click to open each in a brand-new tab to more easily edit your whole sequence. Active Campaign Add Tag To All Contacts. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Add Tag To All Contacts. However picking an email marketing platform is like picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has limited division choices.

You can combine characteristics with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can just section by AND/OR, however MailChimp’s Pro strategy permits more sophisticated segmenting, for an additional $199 a month. In my search for the ideal e-mail marketing platform, I saw many others, some of which I’ve already mentioned.

Active Campaign Add Tag To All Contacts

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as advanced either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently understand that I switched from MailChimp to ActiveCampaign.