Active Campaign Help

Active Campaign Help

Active Campaign HelpActive Campaign Help

You can also 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 objective. ActiveCampaign’s Message Variables is my favorite function. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s state you have the given name of only a few of your contacts, which holds true with my list. I generally don’t need a given name to sign up to my list, but sometimes I get a given name, such as when someone buys an item. Wouldn’t it be nice to welcome your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m likewise 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 simply state “Hey there,” (Active Campaign Help). By building a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s given name.

Active Campaign Help

I developed a variable that’s just %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 actually conserve me a great deal of time is by allowing me utilize the exact same automation over and over again for my webinars, and I can rapidly alter out all of the information.

Active Campaign HelpActive Campaign Help

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 price of the product, deal terms, coupon code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule changes or offer changes.

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

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I have actually discovered that extremely tough to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard design template I developed. The user interface for the HTML editor appears like it was pulled from some complimentary open-source task. Active Campaign Help.

However, adding images is a bit of a task. You have to choose them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs that you make up totally in HTML. The option to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a clunky experience. You require different text boxes for above and below the image. Recently I have started utilizing ActiveCampaign’s rich text editor. They have some great templates, however I still wish to send the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t eliminate – Active Campaign Help.

Active Campaign Help

However, with some modifications, I can make my e-mail pretty standard. I can make it instantly take up the whole window, and I can fine-tune the typography to be slightly bigger, and have a little more prominent. The most discouraging part of ActiveCampaign’s rich full-screen editor is adding images. Envision you have actually simply typed out a great email. Active Campaign Help.

You can’t just add an image to a block of text. Instead, you have to produce 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting modifications, you’ll need to keep an eye on those to remain constant. That’s something to deal with when you wish to include one image, however when you wish to add several, it ends up being a big chore.

They even have a standard mage editor where you can crop the image – Active Campaign Help. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a genuinely plain email, supplied you make a basic design template first.

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

ConvertKit’s e-mail editing experience is really plain, but easy to browse. Their templates are restricted, which is great with me, but their email modifying experience is slightly simpler because you can develop inline images, and you can develop a totally plain e-mail, and even edit the underlying HTML. If you wish to make some fast 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 meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to change back and forth in between various emails, I would intuitively be inclined open the same automation in various tabs, then open the respective e-mails from each of those tabs.

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

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign Help. However picking an email marketing platform is like selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation options.

You can combine qualities with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro plan permits more sophisticated segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, a few of which I have actually already pointed out.

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

Active Campaign Help

Active Campaign Help

Active Campaign HelpActive Campaign Help

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip 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 information Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Help.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can develop Conditions, to check whether the contact has a certain tag or custom field worth.

Active Campaign Help

You can likewise develop 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 happens A custom field is upgraded with a certain value You don’t produce 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 email course exactly how I ‘d like to build it. Many marketers develop really easy email series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email 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 morning. When I initially attempted this approach, I was on MailChimp.

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Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Help).” The automation verifies 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” email to get the students ready 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 enrollment for next week’s class. They’ll get the pump up email the following Friday 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 exact same email to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign Help. Active Campaign Help. 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 Help

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Goal” 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 Help.

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 include tags based upon whether the contact registered, attended, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more most 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 want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Active Campaign Help

Here’s an automation I obtained 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 new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating 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 build things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually currently been eliminated from the automation using a separate automation) – Active Campaign Help.

Active Campaign Help

Active Campaign HelpActive Campaign Help

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. Active Campaign Help. I utilized to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my e-mails?” confirmation.