Active Campaign Flow

Active Campaign Flow

Active Campaign FlowActive Campaign Flow

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a specific 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 email Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the goal’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 eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign Flow.

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

Active Campaign Flow

You can also produce Events, 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 happens A custom-made field is updated with a specific worth You do not produce e-mails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign Flow

Here’s the automation I use to welcome 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 Flow).” The automation confirms 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 trainees ready for next week’s course, and encourage 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 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 out the same email to every individual on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Flow. Active Campaign Flow. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already acquired the item I pitch in the webinar.

Active Campaign Flow

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they right away hit the “Objective” toward the end 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 Flow.

This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, went to, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign Flow

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not recommend.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been busy. 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 email list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they’ve already been removed from the automation using a different automation) – Active Campaign Flow.

Active Campaign Flow

Active Campaign FlowActive Campaign Flow

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 understand that they don’t have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. Active Campaign Flow. I utilized 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 out a simple “do you still desire my emails?” verification.

Active Campaign Flow

Active Campaign Flow

Active Campaign FlowActive Campaign Flow

You can also see whether the completion rate has actually increased or reduced, the length of time it takes for contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my favorite function. It conserves me a ton of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent function.

Let’s say you have the first name of just a few of your contacts, which is the case with my list. I normally do not need a given name to sign up to my list, however often I get a given name, such as when someone buys a product. Wouldn’t 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 added by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and after that their given name. If they don’t, I just say “Hey there,” (Active Campaign Flow). By building a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s given name.

Active Campaign Flow

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve 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 change out all of the information.

Active Campaign FlowActive Campaign Flow

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, offer 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 modifications or deal changes.

And here it remains in an email. This message variable enables me to easily alter out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp takes place to have the very best email editing experience. I really like to send simple e-mails.

Active Campaign Flow

I have actually discovered that really hard to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I utilized 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 complimentary open-source job. Active Campaign Flow.

Nevertheless, adding images is a little a chore. You have to choose them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you make up totally in HTML. The alternative to this, if you desire to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You need different text boxes for above and below the image. Recently I have actually begun using ActiveCampaign’s rich text editor. They have some great design templates, however I still desire to send out the simplest email possible. They do have some plain-looking emails, but they have some degree of minimal formatting, which you can’t remove – Active Campaign Flow.

Active Campaign Flow

But, with some modifications, I can make my e-mail pretty fundamental. I can make it instantly take up the whole window, and I can modify the typography to be slightly bigger, and have a little more leading. The most frustrating part of ActiveCampaign’s rich text editor is adding images. Imagine you’ve just typed out an excellent e-mail. Active Campaign Flow.

You can’t just add an image to a block of text. Instead, you need to develop 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting modifications, you’ll have to watch on those to stay constant. That’s something to deal with when you wish to include one image, but when you wish to add several, it becomes a huge chore.

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

Active Campaign Flow

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign Flow). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s e-mail editing experience is extremely plain, but easy to navigate. Their templates are limited, which is fine with me, however their email editing experience is somewhat simpler because you can develop inline images, and you can develop a totally 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 troublesome.

I’ll click on an email, and it takes me to the editor for that e-mail. Note 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 change back and forth between numerous emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective emails from each of those tabs.

Active Campaign Flow

In the Automations section, there’s a “Manage Messages” location. From here, you can see all of the messages in each of your automations. You can edit every one, or you can Command + Click to open each in a brand-new tab to more quickly edit your whole sequence. Active Campaign Flow. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign Flow. But selecting an e-mail marketing platform is like selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted division choices.

You can combine characteristics with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just section by AND/OR, however MailChimp’s Pro plan allows more advanced segmenting, for an extra $199 a month. In my look for the ideal e-mail marketing platform, I saw numerous others, some of which I have actually already pointed out.

Active Campaign Flow

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