Active Campaign Edit Custom Fields

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” plan) 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 an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the current 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 site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Edit Custom Fields.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is included to the contact A custom-made field is upgraded with a certain value From there, you can develop Conditions, to examine whether the contact has a particular tag or custom-made field value.

Active Campaign Edit Custom Fields

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date occurs A custom field is upgraded with a particular value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to build it. Many marketers develop very basic email series for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

Active Campaign Edit Custom Fields

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Edit Custom Fields).” 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” email to get the students ready for next week’s course, and motivate them to share it with buddies.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up e-mail the following Friday 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 want to send out the very same e-mail to every individual on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Edit Custom Fields. Active Campaign Edit Custom Fields. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.

Active Campaign Edit Custom Fields

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Edit Custom Fields.

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 registered, went to, missed, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Edit Custom Fields

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 includes 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, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they have actually currently been gotten rid of from the automation using a separate automation) – Active Campaign Edit Custom Fields.

Active Campaign Edit Custom Fields

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Active Campaign Edit Custom Fields. I used 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 reliably! I only send out a simple “do you still desire my e-mails?” confirmation.

Active Campaign Edit Custom Fields

You can likewise see whether the conclusion rate has increased or decreased, how long it considers contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred function. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent function.

Let’s state you have the first name of only some of your contacts, which is the case with my list. I generally do not require a very first name to register to my list, but often I get a given name, such as when someone purchases an item. Wouldn’t it be good to welcome your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a very first name, I state “Hey,” and then their given name. If they do not, I just say “Hey there,” (Active Campaign Edit Custom Fields). By building a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether I have the contact’s given name.

Active Campaign Edit Custom Fields

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

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 rate of the product, deal terms, voucher 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 quickly change 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 e-mail modifying experience. I actually like to send simple e-mails.

Active Campaign Edit Custom Fields

I have actually discovered that extremely hard to do with ActiveCampaign. For awhile, I was modifying 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 set off by a basic template I created. The user interface for the HTML editor looks like it was pulled from some free open-source task. Active Campaign Edit Custom Fields.

Nevertheless, adding images is a bit of a chore. You have to choose them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you make up totally in HTML. The option 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 rich full-screen editor is a clunky experience. You require different text boxes for above and below the image. Lately I have actually started using ActiveCampaign’s abundant full-screen editor. They have some great design templates, however I still wish to send out the simplest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t remove – Active Campaign Edit Custom Fields.

Active Campaign Edit Custom Fields

However, with some changes, I can make my e-mail quite basic. I can make it immediately take up the entire window, and I can fine-tune the typography to be somewhat larger, and have a little more leading. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Imagine you have actually just typed out an excellent email. Active Campaign Edit Custom Fields.

You can’t merely include an image to a block of text. Rather, you need to create 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting changes, you’ll have to keep an eye on those to stay constant. That’s one thing to deal with when you desire to add one image, but when you wish to add several, it becomes a big task.

They even have a basic mage editor where you can crop the image – Active Campaign Edit Custom Fields. MailChimp’s editor is the very 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 create a really plain e-mail, supplied you make a basic template initially.

Active Campaign Edit Custom Fields

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign Edit Custom Fields). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than make up for that potential time cost savings.

ConvertKit’s email editing experience is very plain, but simple to navigate. Their design templates are restricted, which is fine with me, however their e-mail modifying experience is slightly simpler because you can develop inline images, and you can develop a completely plain e-mail, and even edit the underlying HTML. If you desire to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on 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 suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch back and forth between different e-mails, 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 Edit Custom Fields

In the Automations section, 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 quickly edit your entire series. Active Campaign Edit Custom Fields. Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign Edit Custom Fields. But choosing an e-mail marketing platform is like selecting a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has limited division choices.

You can integrate attributes 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 segment by AND/OR, nevertheless MailChimp’s Pro plan enables more advanced segmenting, for an extra $199 a month. In my look for the ideal email marketing platform, I saw many others, a few of which I have actually currently mentioned.

Active Campaign Edit Custom Fields

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives aren’t as sophisticated either. They also don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I switched from MailChimp to ActiveCampaign.