Active Campaign + Deliver A Lead Magnet

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain 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 email Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the goal’s location 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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign + Deliver A Lead Magnet.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is added to the contact A custom field is updated with a specific worth From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom-made field worth.

Active Campaign + Deliver A Lead Magnet

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date occurs A custom field is upgraded 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 contrast. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I wish to develop it. Numerous online marketers develop very easy email series for their “e-mail courses.” A contact indications up, and then that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.

Active Campaign + Deliver A Lead Magnet

Here’s the automation I use 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 + Deliver A Lead Magnet).” The automation validates 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” email to get the trainees prepared for next week’s course, and motivate them to share it with pals.

The contact will start getting lessons the following Monday early 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 do not desire to send out the same e-mail to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – Active Campaign + Deliver A Lead Magnet. Active Campaign + Deliver A Lead Magnet. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently acquired the product I pitch in the webinar.

Active Campaign + Deliver A Lead Magnet

Then it sends 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 “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign + Deliver A Lead Magnet.

This enables me to personalize 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, attended, 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 money, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other emails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign + Deliver A Lead Magnet

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell 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, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t recommend.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – Active Campaign + Deliver A Lead Magnet.

Active Campaign + Deliver A Lead Magnet

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Active Campaign + Deliver A Lead Magnet. I utilized to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” verification.

Active Campaign + Deliver A Lead Magnet

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

Let’s state you have the first name of only some of your contacts, which is the case with my list. I normally don’t require a given name to register to my list, but sometimes I get a given name, such as when someone buys an item. Would not it be good 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 after that their very first name. If they don’t, I just say “Hey there,” (Active Campaign + Deliver A Lead Magnet). By developing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s very first name.

Active Campaign + Deliver A Lead Magnet

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables really conserve me a lot of time is by allowing me use the very same automation over and over once again for my webinars, and I can rapidly 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 lot of various variables here, such as the date and time of the webinar, the cost of the product, offer 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 changes.

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

Active Campaign + Deliver A Lead Magnet

I have actually discovered that really tough to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I created. The user interface for the HTML editor looks like it was pulled from some complimentary open-source job. Active Campaign + Deliver A Lead Magnet.

However, including images is a little bit of a chore. You need to pick them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The option to this, if you desire to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You need separate text boxes for above and below the image. Recently I have actually started utilizing ActiveCampaign’s rich full-screen editor. They have some good templates, but I still want 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 eliminate – Active Campaign + Deliver A Lead Magnet.

Active Campaign + Deliver A Lead Magnet

But, with some adjustments, I can make my email quite standard. I can make it automatically use up the entire window, and I can modify the typography to be slightly larger, and have a little bit more leading. The most frustrating part of ActiveCampaign’s rich full-screen editor is adding images. Imagine you’ve just typed out a fantastic email. Active Campaign + Deliver A Lead Magnet.

You can’t simply 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 modifications, you’ll have to keep an eye on those to stay constant. That’s one thing to deal with when you want to include one image, however when you desire to add a number of, it ends up being a huge task.

They even have a fundamental mage editor where you can crop the image – Active Campaign + Deliver A Lead Magnet. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can produce a genuinely plain email, offered you make a standard template initially.

Active Campaign + Deliver A Lead Magnet

MailChimp’s integrated image editor is very effective. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign + Deliver A Lead Magnet). 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 prospective time cost savings.

ConvertKit’s email modifying experience is very plain, however easy to navigate. Their design templates are limited, which is fine with me, but their e-mail modifying experience is slightly easier in that you can produce inline images, and you can create an absolutely plain email, and even edit the underlying HTML. If you want to make some fast edits to some emails 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 desired to switch backward and forward in between various e-mails, I would intuitively be inclined open the same automation in various tabs, then open the respective e-mails from each of those tabs.

Active Campaign + Deliver A Lead Magnet

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 new tab to more quickly modify your whole sequence. Active Campaign + Deliver A Lead Magnet. Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign + Deliver A Lead Magnet. But choosing an email marketing platform resembles choosing a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation choices.

You can integrate attributes 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 section by AND/OR, however MailChimp’s Pro strategy permits more advanced segmenting, for an additional $199 a month. In my search for the perfect email marketing platform, I saw numerous others, a few of which I have actually currently mentioned.

Active Campaign + Deliver A Lead Magnet

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They also don’t have objective tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.