Active Campaign Crash Course

Active Campaign Crash Course

Active Campaign Crash CourseActive Campaign Crash Course

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

Let’s state you have the very first name of only a few of your contacts, which holds true with my list. I normally do not need a first name to sign up to my list, but often I get a given name, such as when someone purchases a product. Would not it be good to greet your contacts by name, in the cases 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 “Guest.” If they have a given name, I say “Hey,” and after that their first name. If they don’t, I just state “Hey there,” (Active Campaign Crash Course). By developing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether I have the contact’s first name.

Active Campaign Crash Course

I created 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 same automation over and over once again for my webinars, and I can rapidly alter out all of the details.

Active Campaign Crash CourseActive Campaign Crash Course

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

And here it remains in an email. 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 occurs to have the finest e-mail editing experience. I really like to send out easy emails.

Active Campaign Crash Course

I’ve discovered that very hard to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental design template I developed. The interface for the HTML editor looks like it was pulled from some free open-source project. Active Campaign Crash Course.

However, adding images is a little bit of a chore. You need to pick them from a file browser. There’s no drag and drop choice. 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 modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You need separate text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some great design templates, however I still desire to send out the plainest email possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t eliminate – Active Campaign Crash Course.

Active Campaign Crash Course

However, with some modifications, I can make my email quite standard. I can make it instantly use up the whole window, and I can tweak the typography to be slightly bigger, and have a little more prominent. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Imagine you’ve just typed out an excellent e-mail. Active Campaign Crash Course.

You can’t just include an image to a block of text. Rather, you have to create 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format modifications, you’ll need to keep an eye on those to stay constant. That’s one thing to handle when you wish to add one image, however when you wish to include a number of, it becomes a big chore.

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

Active Campaign Crash Course

MailChimp’s integrated image editor is very effective. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (Active Campaign Crash Course). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than offset that possible time savings.

ConvertKit’s e-mail modifying experience is very plain, however simple to browse. Their templates are restricted, which is great with me, but their email editing experience is slightly much easier in that you can produce inline images, and you can develop an absolutely plain email, and even edit the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an email, and it takes me to the editor for that email. Note 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 wanted to switch back and forth in between different e-mails, I would intuitively be inclined open the very same automation in numerous tabs, then open the respective e-mails from each of those tabs.

Active Campaign Crash Course

In the Automations area, 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 modify your whole sequence. Active Campaign Crash Course. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign Crash Course. However choosing an email marketing platform resembles choosing a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation options.

You can combine attributes with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro strategy allows more advanced segmenting, for an extra $199 a month. In my search for the ideal e-mail marketing platform, I saw numerous others, a few of which I’ve currently mentioned.

Active Campaign Crash Course

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.

Active Campaign Crash Course

Active Campaign Crash Course

Active Campaign Crash CourseActive Campaign Crash Course

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added 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 certain point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the present 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 Customized Audience management are all “Pro” functions – Active Campaign Crash Course.

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 added to the contact A customized field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a certain tag or custom-made field value.

Active Campaign Crash Course

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date takes place A customized field is updated with a specific value You don’t produce emails in ConvertKit’s Automations.

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

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday morning. When I first tried this method, I was on MailChimp.

Active Campaign Crash Course

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Crash Course).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until 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 motivate them to share it with pals.

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

When I run a webinar, I don’t wish to send the very same e-mail to every person on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign Crash Course. Active Campaign Crash Course. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already bought the item I pitch in the webinar.

Active Campaign Crash Course

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they right away hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Crash Course.

This allows 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 add tags based upon whether the contact signed up, participated in, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Active Campaign Crash Course

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 adds new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been removed from the automation utilizing a different automation) – Active Campaign Crash Course.

Active Campaign Crash Course

Active Campaign Crash CourseActive Campaign Crash Course

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