Active Campaign Cold Lead Automation Workflow

You can also see whether the conclusion rate has increased or reduced, 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 conserves me a lot of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s say you have the first name of only some of your contacts, which is the case with my list. I typically do not require a given name to sign up to my list, however sometimes I get a first name, such as when somebody buys a product. Would not it be nice to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m also filtering for generic terms included 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 just state “Hey there,” (Active Campaign Cold Lead Automation Workflow). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s given name.

Active Campaign Cold Lead Automation Workflow

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a great deal of time is by enabling me utilize the exact same automation over and over again for my webinars, and I can quickly alter out all of the details.

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of different variables here, such as the date and time of the webinar, the rate of the product, 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 modifications or deal changes.

And here it remains in an email. This message variable enables me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp occurs to have the very best e-mail modifying experience. I actually like to send basic emails.

Active Campaign Cold Lead Automation Workflow

I’ve found that extremely tough to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I created. The interface for the HTML editor looks like it was pulled from some complimentary open-source task. Active Campaign Cold Lead Automation Workflow.

Nevertheless, including images is a little a chore. You need to choose them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you compose totally in HTML. The alternative to this, if you desire to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You require separate text boxes for above and below the image. Lately I have actually started utilizing ActiveCampaign’s abundant full-screen editor. They have some nice templates, however I still wish to send the plainest email possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t eliminate – Active Campaign Cold Lead Automation Workflow.

Active Campaign Cold Lead Automation Workflow

But, with some modifications, I can make my e-mail quite basic. I can make it instantly use up the entire window, and I can modify the typography to be slightly larger, and have a bit more leading. The most frustrating part of ActiveCampaign’s abundant full-screen editor is adding images. Picture you’ve just typed out a fantastic email. Active Campaign Cold Lead Automation Workflow.

You can’t simply include an image to a block of text. Instead, you have to develop 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll have to watch on those to remain constant. That’s something to handle when you wish to add one image, but when you wish to add several, it becomes a huge chore.

They even have a standard mage editor where you can crop the image – Active Campaign Cold Lead Automation Workflow. MailChimp’s editor is the finest I have actually seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a really plain email, provided you make a standard template initially.

Active Campaign Cold Lead Automation Workflow

MailChimp’s integrated image editor is exceptionally effective. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign Cold Lead Automation Workflow). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s e-mail modifying experience is extremely plain, but easy to navigate. Their templates are limited, which is fine with me, but their e-mail modifying experience is slightly easier because you can develop inline images, and you can create an absolutely plain e-mail, and even edit the underlying HTML. If you desire to make some fast 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 indicated 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 exact same automation in various tabs, then open the particular e-mails from each of those tabs.

Active Campaign Cold Lead Automation Workflow

In the Automations area, there’s a “Manage Messages” area. From here, you can see all of the messages in each of your automations. You can edit every one, or you can Command + Click to open each in a brand-new tab to more quickly modify your whole sequence. Active Campaign Cold Lead Automation Workflow. Contrast that with ConvertKit’s Series.

Again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Cold Lead Automation Workflow. But selecting an email marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation choices.

You can integrate characteristics 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 segment by AND/OR, nevertheless MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw many others, a few of which I have actually already mentioned.

Active Campaign Cold Lead Automation Workflow

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to develop, though they aren’t as versatile as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.

Active Campaign Cold Lead Automation Workflow

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Cold Lead Automation Workflow.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom field is updated with a particular worth From there, you can create Conditions, to examine whether the contact has a certain tag or custom field value.

Active Campaign Cold Lead Automation Workflow

You can also produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date occurs A custom field is updated with a specific value You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to develop it. Numerous marketers build really basic e-mail sequences for their “e-mail courses.” A contact signs up, and then 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 need to sign up by Friday night, and a brand-new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign Cold Lead Automation Workflow

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Cold Lead Automation Workflow).” 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” e-mail 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 out on 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 wish to send out the same email to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign Cold Lead Automation Workflow. Active Campaign Cold Lead Automation Workflow. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already acquired the product I pitch in the webinar.

Active Campaign Cold Lead Automation Workflow

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 immediately struck 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 Cold Lead Automation Workflow.

This enables me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact signed up, participated in, 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 money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other e-mails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Active Campaign Cold Lead Automation Workflow

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I do not advise.

Some subscribers don’t have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly describing 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 e-mail, they have actually currently been eliminated from the automation utilizing a different automation) – Active Campaign Cold Lead Automation Workflow.

Active Campaign Cold Lead Automation Workflow

The automation then unsubscribes them. My emails also 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 type adds a tag that I use to filter those contacts out. Active Campaign Cold Lead Automation Workflow. I utilized to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my emails?” verification.