Active Campaign Automation Recipes

Active Campaign Automation Recipes

Active Campaign Automation RecipesActive Campaign Automation Recipes

You can likewise see whether the conclusion rate has increased or reduced, the length of time it takes for contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the given name of just some of your contacts, which holds true with my list. I normally don’t require a very first name to register to my list, however often I get a very first name, such as when someone purchases a product. Would not it be good to welcome your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a given name, I state “Hey,” and after that their first name. If they do not, I just say “Hey there,” (Active Campaign Automation Recipes). By building a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s given name.

Active Campaign Automation Recipes

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a great deal of time is by allowing me use the same automation over and over again for my webinars, and I can quickly alter out all of the details.

Active Campaign Automation RecipesActive Campaign Automation Recipes

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

And here it is in an email. This message variable enables me to quickly change out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp takes place to have the finest email modifying experience. I really like to send simple e-mails.

Active Campaign Automation Recipes

I’ve discovered that very difficult to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic design template I produced. The user interface for the HTML editor appears like it was pulled from some free open-source project. Active Campaign Automation Recipes.

Nevertheless, including images is a bit of a task. You have to choose them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you compose completely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s abundant text editor is a cumbersome experience. You need separate text boxes for above and below the image. Recently I have actually begun using ActiveCampaign’s abundant text editor. They have some great design templates, however I still wish to send the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t get rid of – Active Campaign Automation Recipes.

Active Campaign Automation Recipes

But, with some modifications, I can make my email quite basic. I can make it immediately use up the entire window, and I can tweak the typography to be slightly larger, and have a little more leading. The most frustrating part of ActiveCampaign’s rich text editor is including images. Imagine you’ve simply typed out a great email. Active Campaign Automation Recipes.

You can’t merely add an image to a block of text. Instead, you need to create two blocks of text: one for before the image, and one for after the image. If you’ve made any formatting modifications, you’ll have to watch on those to stay consistent. That’s something to deal with when you wish to add one image, but when you wish to add numerous, it becomes a big task.

They even have a basic mage editor where you can crop the image – Active Campaign Automation Recipes. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can create a truly plain e-mail, supplied you make a standard template first.

Active Campaign Automation Recipes

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign Automation Recipes). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that possible time savings.

ConvertKit’s e-mail modifying experience is extremely plain, but simple to navigate. Their design templates are restricted, which is fine with me, but their email editing experience is slightly much easier in that you can develop inline images, and you can produce a completely plain e-mail, and even modify the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change backward and forward between different emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective e-mails from each of those tabs.

Active Campaign Automation Recipes

In the Automations area, there’s a “Manage Messages” location. 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 quickly modify your whole sequence. Active Campaign Automation Recipes. Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign Automation Recipes. But selecting an email marketing platform resembles choosing a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro plan permits more advanced segmenting, for an extra $199 a month. In my look for the ideal e-mail marketing platform, I saw lots of others, a few of which I have actually already discussed.

Active Campaign Automation Recipes

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.

Active Campaign Automation Recipes

Active Campaign Automation Recipes

Active Campaign Automation RecipesActive Campaign Automation Recipes

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Automation Recipes.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A custom field is updated with a certain worth From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field value.

Active Campaign Automation Recipes

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A customized field is upgraded with a particular worth You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I ‘d like to construct it. Many online marketers develop extremely basic email sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Automation Recipes

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Automation Recipes).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with good friends.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the same e-mail to every individual on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Automation Recipes. Active Campaign Automation Recipes. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already bought the item I pitch in the webinar.

Active Campaign Automation Recipes

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automation Recipes.

This allows 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 registered, went to, missed, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign Automation Recipes

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not advise.

Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they have actually currently been eliminated from the automation using a separate automation) – Active Campaign Automation Recipes.

Active Campaign Automation Recipes

Active Campaign Automation RecipesActive Campaign Automation Recipes

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This type adds a tag that I use to filter those contacts out. Active Campaign Automation Recipes. I utilized to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my emails?” confirmation.