Active Campaign Community

Active Campaign Community

Active Campaign CommunityActive Campaign Community

To begin building an automation in ActiveCampaign, start 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 subscribes to a list When a contact sends a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip 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 details Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Community.

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 purchases A tag is contributed to the contact A custom field is upgraded with a certain worth From there, you can create Conditions, to inspect whether the contact has a certain tag or custom field value.

Active Campaign Community

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date happens A custom-made field is updated with a particular value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to construct it. Numerous online marketers build extremely basic e-mail sequences for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not 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 brand-new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.

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Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Community).” The automation verifies 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 trainees ready for next week’s course, and encourage them to share it with friends.

The contact will begin 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the exact same email to every person on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Community. Active Campaign Community. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already purchased the item I pitch in the webinar.

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Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Community.

This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact registered, went to, missed out on, or based upon for 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 promos tab. People who don’t open my emails make it harder for other e-mails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

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

This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not suggest.

Some subscribers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: 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 email (if they currently clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – Active Campaign Community.

Active Campaign Community

Active Campaign CommunityActive Campaign Community

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. Active Campaign Community. I utilized to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send out a basic “do you still desire my emails?” confirmation.

Active Campaign Community

Active Campaign Community

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You can likewise see whether the completion rate has 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 objective. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s state you have the first name of just a few of your contacts, which holds true with my list. I normally don’t need a given name to register to my list, but sometimes I get a very first name, such as when someone purchases a product. Wouldn’t it be nice to welcome 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 included by other systems, such as a dash, or “Guest.” If they have a very first name, I say “Hey,” and after that their given name. If they do not, I just say “Hey there,” (Active Campaign Community). By building a Message Variable in ActiveCampaign, I can easily change my greeting according to whether or not I have the contact’s first name.

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

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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 cost of the item, 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 changes or offer modifications.

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

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I’ve discovered that really difficult to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I developed. The user interface for the HTML editor appears like it was pulled from some totally free open-source job. Active Campaign Community.

However, adding images is a little a chore. You need to pick them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs that you make up entirely 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.

Including images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You need different text boxes for above and listed below the image. Lately I have actually started using ActiveCampaign’s rich text editor. They have some great templates, however I still want to send out the plainest e-mail possible. They do have some plain-looking emails, but they have some degree of minimal formatting, which you can’t eliminate – Active Campaign Community.

Active Campaign Community

However, with some modifications, I can make my e-mail quite fundamental. I can make it immediately take up the whole window, and I can fine-tune 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 including images. Imagine you’ve simply typed out an excellent e-mail. Active Campaign Community.

You can’t just include an image to a block of text. Rather, you have to create two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll need to keep an eye on those to remain constant. That’s one thing to handle when you wish to add one image, however when you wish to add a number of, it becomes a big chore.

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

Active Campaign Community

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

ConvertKit’s email editing experience is extremely plain, however easy to browse. Their design templates are limited, which is great with me, but their e-mail editing experience is a little much easier in that you can produce inline images, and you can create a totally plain email, and even modify the underlying HTML. If you wish to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an email, 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 handicapped Command + Click from the automation editor. If I wanted to switch backward and forward in between different emails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective e-mails from each of those tabs.

Active Campaign Community

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

Again, it would save me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Community. But picking an e-mail marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted 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 only section by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw lots of others, a few of which I’ve already discussed.

Active Campaign Community

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to develop, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as sophisticated either. They also do not have goal tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.