Active Campaign Campaign Reporting

Active Campaign Campaign Reporting

Active Campaign Campaign ReportingActive Campaign Campaign Reporting

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (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 Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Campaign Reporting.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a type The contact buys A tag is included to the contact A custom-made field is updated with a specific value From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom field value.

Active Campaign Campaign Reporting

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but 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 specific worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I ‘d like to build it. Many marketers construct extremely simple e-mail series for their “email courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday early morning. When I first tried this method, I was on MailChimp.

Active Campaign Campaign Reporting

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

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email 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 want to send the exact same e-mail to everyone on my list. I desire to send them the suitable email for their level of engagement – Active Campaign Campaign Reporting. Active Campaign Campaign Reporting. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the product I pitch in the webinar.

Active Campaign Campaign Reporting

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” toward completion 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 Campaign Reporting.

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 signed up, went to, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign Campaign Reporting

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

This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not recommend.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a different automation) – Active Campaign Campaign Reporting.

Active Campaign Campaign Reporting

Active Campaign Campaign ReportingActive Campaign Campaign Reporting

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking enabled. This kind includes a tag that I use to filter those contacts out. Active Campaign Campaign Reporting. I utilized to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my emails?” verification.

Active Campaign Campaign Reporting

Active Campaign Campaign Reporting

Active Campaign Campaign ReportingActive Campaign Campaign Reporting

You can likewise see whether the conclusion rate has actually increased or reduced, for how long 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 favorite feature. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s say you have the given name of just a few of your contacts, which is the case with my list. I usually don’t need a first name to register to my list, but sometimes I get a given name, such as when someone buys an item. Wouldn’t it be great to greet your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and then their given name. If they don’t, I simply state “Hey there,” (Active Campaign Campaign Reporting). By building a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether or not I have the contact’s first name.

Active Campaign Campaign Reporting

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I don’t 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 once again for my webinars, and I can rapidly alter out all of the details.

Active Campaign Campaign ReportingActive Campaign Campaign Reporting

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 item, offer terms, coupon code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule changes or deal modifications.

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

Active Campaign Campaign Reporting

I have actually discovered that extremely difficult to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard template I created. The user interface for the HTML editor looks like it was pulled from some free open-source project. Active Campaign Campaign Reporting.

However, including images is a little a task. You have to choose them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs that you make up totally in HTML. The option to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich text editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have begun utilizing ActiveCampaign’s abundant full-screen editor. They have some nice design templates, but I still wish to send the simplest email possible. They do have some plain-looking emails, however they have some degree of minimal formatting, which you can’t remove – Active Campaign Campaign Reporting.

Active Campaign Campaign Reporting

But, with some modifications, I can make my email quite fundamental. I can make it automatically take up the entire window, and I can tweak the typography to be a little bigger, and have a little bit more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is including images. Picture you have actually simply typed out a fantastic e-mail. Active Campaign Campaign Reporting.

You can’t merely add an image to a block of text. Rather, you need to produce two blocks of text: one for prior to the image, and one for after the image. If you have actually made any format changes, you’ll have to keep an eye on those to stay consistent. That’s something to deal with when you want to add one image, however when you desire to add several, it becomes a huge chore.

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

Active Campaign Campaign Reporting

MailChimp’s integrated image editor is very powerful. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (Active Campaign Campaign Reporting). It would save me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that potential time cost savings.

ConvertKit’s e-mail editing experience is very plain, but easy to browse. Their design templates are restricted, which is fine with me, however their e-mail editing experience is somewhat much easier because you can produce inline images, and you can develop a completely plain e-mail, and even modify the underlying HTML. If you desire to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

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

Active Campaign Campaign Reporting

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 every one, or you can Command + Click to open each in a new tab to more quickly edit your entire sequence. Active Campaign Campaign Reporting. Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign Campaign Reporting. However picking an e-mail marketing platform resembles choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted division choices.

You can combine attributes with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can only section by AND/OR, however MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I have actually already mentioned.

Active Campaign Campaign Reporting

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their segmentations alternatives aren’t as sophisticated either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.