Active Campaign Contact Scoring

Active Campaign Contact Scoring

Active Campaign Contact ScoringActive Campaign Contact Scoring

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email 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 details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign Contact Scoring.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact purchases A tag is included to the contact A custom-made field is updated with a particular worth From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field worth.

Active Campaign Contact Scoring

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date takes place A custom field is upgraded with a particular value You do not 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 e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to build it. Lots of marketers construct extremely easy e-mail series for their “email courses.” A contact indications up, and after that that contact immediately begins getting lessons.

It was simple to build with ActiveCampaign, however difficult 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 website. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

Active Campaign Contact Scoring

Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Contact Scoring).” The automation validates 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 students ready 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 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 don’t wish to send the same e-mail to every person on my list. I desire to send them the proper e-mail for their level of engagement – Active Campaign Contact Scoring. Active Campaign Contact Scoring. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already purchased the item I pitch in the webinar.

Active Campaign Contact Scoring

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 immediately hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Contact Scoring.

This allows me to customize 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, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger 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 e-mails make it harder for other emails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.

Active Campaign Contact Scoring

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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts 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 option. But, due to the fact that you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t recommend.

Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the verification link in the previous email, they have actually currently been gotten rid of from the automation utilizing a separate automation) – Active Campaign Contact Scoring.

Active Campaign Contact Scoring

Active Campaign Contact ScoringActive Campaign Contact Scoring

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. Active Campaign Contact Scoring. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my e-mails?” confirmation.

Active Campaign Contact Scoring

Active Campaign Contact Scoring

Active Campaign Contact ScoringActive Campaign Contact Scoring

You can likewise see whether the completion rate has actually increased or reduced, how long it takes for contacts to reach that objective, 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 saves me a heap of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s state you have the first name of just some of your contacts, which holds true with my list. I usually do not need a given name to sign up to my list, but often I get a given name, such as when somebody purchases an item. Wouldn’t it be nice 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 very first name, I say “Hey,” and after that their first name. If they do not, I just state “Hey there,” (Active Campaign Contact Scoring). By constructing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s first name.

Active Campaign Contact Scoring

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the e-mail. 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 same automation over and over once again for my webinars, and I can quickly alter out all of the information.

Active Campaign Contact ScoringActive Campaign Contact Scoring

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

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

Active Campaign Contact Scoring

I have actually found that really tough to do with ActiveCampaign. For some time, I was editing 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 activated by a standard design template I created. The user interface for the HTML editor looks like it was pulled from some free open-source job. Active Campaign Contact Scoring.

Nevertheless, including images is a little bit of a task. You need to select them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs that you make up completely in HTML. The alternative to this, if you want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You require separate text boxes for above and below the image. Lately I have begun using ActiveCampaign’s rich text editor. They have some good design templates, however I still desire to send the plainest email possible. They do have some plain-looking e-mails, but they have some degree of very little formatting, which you can’t get rid of – Active Campaign Contact Scoring.

Active Campaign Contact Scoring

But, with some changes, I can make my e-mail pretty fundamental. I can make it instantly use up the entire window, and I can fine-tune the typography to be slightly larger, and have a little more leading. The most aggravating part of ActiveCampaign’s abundant text editor is adding images. Envision you have actually simply typed out an excellent email. Active Campaign Contact Scoring.

You can’t merely include an image to a block of text. Rather, you need to produce 2 blocks of text: one for before the image, and one for after the image. If you’ve made any format modifications, you’ll need to watch on those to stay consistent. That’s something to handle when you desire to add one image, however when you wish to include several, it ends up being a big task.

They even have a standard mage editor where you can crop the image – Active Campaign Contact Scoring. MailChimp’s editor is the 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 genuinely plain email, offered you make a fundamental design template first.

Active Campaign Contact Scoring

MailChimp’s integrated image editor is very powerful. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign Contact Scoring). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than make up for that possible time savings.

ConvertKit’s email modifying experience is extremely plain, however simple to navigate. Their design templates are limited, which is fine with me, however their e-mail modifying experience is a little much easier in that you can develop inline images, and you can develop a totally plain e-mail, and even edit the underlying HTML. If you desire to make some quick edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an e-mail, 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change back and forth in between numerous emails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign Contact Scoring

In the Automations area, there’s a “Handle 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 easily modify your whole sequence. Active Campaign Contact Scoring. Contrast that with ConvertKit’s Sequences.

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

You can combine attributes 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 plan allows more advanced segmenting, for an additional $199 a month. In my search for the ideal e-mail marketing platform, I saw lots of others, some of which I’ve currently discussed.

Active Campaign Contact Scoring

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much simpler to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.