Active Campaign Add To List Add Note

Active Campaign Add To List Add Note

Active Campaign Add To List Add NoteActive Campaign Add To List Add Note

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

Let’s state you have the first name of just a few of your contacts, which is the case with my list. I typically don’t need a given name to register to my list, but often I get a first name, such as when someone purchases an item. Wouldn’t it be great to greet your contacts by name, in the cases when you have it? You can do this, however it’s cumbersome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and then their given name. If they do not, I simply state “Hey there,” (Active Campaign Add To List Add Note). By building a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether or not I have the contact’s given name.

Active Campaign Add To List Add Note

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it shows up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really conserve me a great deal of time is by allowing me utilize the same automation over and over once again for my webinars, and I can rapidly alter out all of the details.

Active Campaign Add To List Add NoteActive Campaign Add To List Add Note

Here are variables 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 cost of the product, deal terms, discount coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule modifications or deal modifications.

And here it remains in an email. This message variable enables me to quickly alter out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp takes place to have the very best email editing experience. I actually like to send out simple e-mails.

Active Campaign Add To List Add Note

I have actually discovered that extremely tough to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic template I produced. The interface for the HTML editor looks like it was pulled from some free open-source task. Active Campaign Add To List Add Note.

However, adding images is a bit of a chore. You have to pick them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor needs that you make up completely in HTML. The option to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant text editor is a clunky experience. You require different text boxes for above and listed below the image. Lately I have actually started utilizing ActiveCampaign’s abundant full-screen editor. They have some nice design templates, but I still wish to send out the plainest email possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t remove – Active Campaign Add To List Add Note.

Active Campaign Add To List Add Note

But, with some changes, I can make my e-mail quite fundamental. I can make it automatically take up the entire window, and I can tweak the typography to be slightly bigger, and have a little bit more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is adding images. Imagine you’ve just typed out a great e-mail. Active Campaign Add To List Add Note.

You can’t simply include an image to a block of text. Instead, you have to produce two blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll need to keep an eye on those to remain consistent. That’s one thing to deal with when you wish to add one image, however when you desire to add numerous, it becomes a huge task.

They even have a basic mage editor where you can crop the image – Active Campaign Add To List Add Note. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a truly plain e-mail, offered you make a standard design template first.

Active Campaign Add To List Add Note

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

ConvertKit’s email modifying experience is very plain, but simple to navigate. Their templates are limited, which is fine with me, however their email modifying experience is slightly much easier because you can develop inline images, and you can create an absolutely plain e-mail, and even edit 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 on 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to change backward and forward in between numerous emails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective emails from each of those tabs.

Active Campaign Add To List Add Note

In the Automations area, 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 new tab to more easily edit your whole sequence. Active Campaign Add To List Add Note. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign Add To List Add Note. However picking an e-mail marketing platform is like selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has limited division options.

You can combine characteristics with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw lots of others, some of which I have actually currently mentioned.

Active Campaign Add To List Add Note

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

Active Campaign Add To List Add Note

Active Campaign Add To List Add Note

Active Campaign Add To List Add NoteActive Campaign Add To List Add Note

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site alternatives (offered in the “Pro” plan) 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 Notify a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Add To List Add Note.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is contributed to the contact A customized field is updated with a specific worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom field worth.

Active Campaign Add To List Add Note

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date takes place A custom-made field is upgraded with a certain worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course exactly how I want to build it. Numerous marketers develop very simple email sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Add To List Add Note

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Add To List Add Note).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with buddies.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up email the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the exact same email to everyone on my list. I want to send them the appropriate email for their level of engagement – Active Campaign Add To List Add Note. Active Campaign Add To List Add Note. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

Active Campaign Add To List Add Note

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly hit the “Objective” toward completion 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 Add To List Add Note.

This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, went to, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Add To List Add Note

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t recommend.

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

Active Campaign Add To List Add Note

Active Campaign Add To List Add NoteActive Campaign Add To List Add Note

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. Active Campaign Add To List Add Note. I used 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 reliably! I only send out a basic “do you still desire my e-mails?” confirmation.