Active Campaign Flow Chart

Active Campaign Flow Chart

Active Campaign Flow ChartActive Campaign Flow Chart

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety 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 form E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin constructing 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 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Flow Chart.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to check whether the contact has a certain tag or custom field worth.

Active Campaign Flow Chart

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date takes place A custom-made field is upgraded with a particular value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I wish to build it. Many marketers construct extremely basic email series for their “e-mail courses.” A contact indications up, and then that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign Flow Chart

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Flow Chart).” The automation confirms 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” email to get the trainees 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 out on 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 difficult for me to automate this with MailChimp.

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

Active Campaign Flow Chart

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they immediately struck the “Goal” towards completion 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 Flow Chart.

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

It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign Flow Chart

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I don’t recommend.

Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send 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 e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a different automation) – Active Campaign Flow Chart.

Active Campaign Flow Chart

Active Campaign Flow ChartActive Campaign Flow Chart

The automation then unsubscribes them. My e-mails likewise have a link to a type 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 Flow Chart. I used to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my e-mails?” verification.

Active Campaign Flow Chart

Active Campaign Flow Chart

Active Campaign Flow ChartActive Campaign Flow Chart

You can likewise see whether the completion rate has actually increased or decreased, for how long it takes for 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 feature. It conserves me a heap of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s state you have the first name of only some of your contacts, which is the case with my list. I normally do not require a given name to register to my list, however sometimes I get a given name, such as when somebody buys an item. Wouldn’t it be great to welcome your contacts by name, in the events when you have it? You can do this, however it’s cumbersome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and then their very first name. If they do not, I simply state “Hey there,” (Active Campaign Flow Chart). By constructing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s given name.

Active Campaign Flow Chart

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a lot of time is by enabling me utilize the very same automation over and over once again for my webinars, and I can rapidly alter out all of the information.

Active Campaign Flow ChartActive Campaign Flow Chart

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 price 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 modifications or offer changes.

And here it is in an email. This message variable allows me to easily alter out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their email editing experience. I switched from MailChimp, and MailChimp happens to have the very best e-mail modifying experience. I truly like to send basic emails.

Active Campaign Flow Chart

I’ve discovered that really hard to do with ActiveCampaign. For some time, I was editing e-mails 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 developed. The interface for the HTML editor looks like it was pulled from some free open-source task. Active Campaign Flow Chart.

However, including images is a bit of a task. You have to pick them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose totally in HTML. The option 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 text 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, but I still wish to send out the simplest email possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t remove – Active Campaign Flow Chart.

Active Campaign Flow Chart

However, with some modifications, I can make my email pretty standard. I can make it immediately take up the whole window, and I can modify the typography to be somewhat bigger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Envision you have actually simply typed out a fantastic email. Active Campaign Flow Chart.

You can’t simply include an image to a block of text. Rather, you need to develop 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll have to watch on those to remain constant. That’s something to deal with when you desire to add one image, but when you wish to include numerous, it ends up being a huge chore.

They even have a basic mage editor where you can crop the image – Active Campaign Flow Chart. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can develop a genuinely plain e-mail, supplied you make a fundamental template first.

Active Campaign Flow Chart

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign Flow Chart). 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 offset that possible time cost savings.

ConvertKit’s email editing experience is really plain, but simple to navigate. Their templates are limited, which is great with me, but their email editing experience is a little easier in that you can create inline images, and you can develop an absolutely plain email, and even modify the underlying HTML. If you want to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

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

Active Campaign Flow Chart

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 modify each one, or you can Command + Click to open each in a brand-new tab to more easily edit your entire series. Active Campaign Flow Chart. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Flow Chart. But picking an email marketing platform is like selecting a spouse. 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 characteristics with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can just segment 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 lots of others, some of which I’ve currently mentioned.

Active Campaign Flow Chart

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 versatile as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.