Active Campaign How Do I Add Tags

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate 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 alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign How Do I Add Tags.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a type The contact makes a purchase A tag is added to the contact A custom-made field is updated with a specific worth From there, you can create Conditions, to check whether the contact has a specific tag or custom field value.

Active Campaign How Do I Add Tags

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date takes place A custom field is updated 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 primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to build it. Numerous online marketers build very simple e-mail series for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

Active Campaign How Do I Add Tags

Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How Do I Add Tags).” 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” e-mail to get the students all set for next week’s course, and encourage them to share it with friends.

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 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 the very same email to every person on my list. I desire to send them the suitable e-mail for their level of engagement – Active Campaign How Do I Add Tags. Active Campaign How Do I Add Tags. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.

Active Campaign How Do I Add Tags

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately hit the “Goal” towards 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 How Do I Add Tags.

This enables me to tailor 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 how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Active Campaign How Do I Add Tags

Here’s an automation I received 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 includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating in the beginning, 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, in some cases you need to construct things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not suggest.

Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation using a separate automation) – Active Campaign How Do I Add Tags.

Active Campaign How Do I Add Tags

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This kind adds a tag that I use to filter those contacts out. Active Campaign How Do I Add Tags. I utilized to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my e-mails?” confirmation.

Active Campaign How Do I Add Tags

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

Let’s say you have the first name of just some of your contacts, which holds true with my list. I generally don’t need a first name to sign up to my list, however sometimes I get a given name, such as when somebody purchases an item. Wouldn’t it be good to greet your contacts by name, in the events when you have it? You can do this, however it’s troublesome.

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

Active Campaign How Do I Add Tags

I created a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a great deal of time is by enabling me use the exact same automation over and over once again for my webinars, and I can quickly change out all of the information.

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of different variables here, such as the date and time of the webinar, the rate of the product, offer terms, coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule changes or offer modifications.

And here it remains 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 modifying experience. I changed from MailChimp, and MailChimp occurs to have the finest email modifying experience. I actually like to send out easy e-mails.

Active Campaign How Do I Add Tags

I have actually found that extremely hard to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a 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 totally free open-source project. Active Campaign How Do I Add Tags.

Nevertheless, adding images is a bit of a task. You need to select them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor requires that you make up completely in HTML. The option to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require separate text boxes for above and below the image. Recently I have begun utilizing ActiveCampaign’s rich text editor. They have some good design templates, however I still desire to send out the simplest e-mail possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t eliminate – Active Campaign How Do I Add Tags.

Active Campaign How Do I Add Tags

But, with some changes, I can make my e-mail pretty standard. I can make it instantly use up the whole window, and I can fine-tune the typography to be somewhat larger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s abundant text editor is adding images. Picture you’ve just typed out a fantastic email. Active Campaign How Do I Add Tags.

You can’t merely include an image to a block of text. Rather, you have to develop two blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll need to watch on those to stay consistent. That’s something to handle when you wish to include one image, but when you desire to add a number of, it becomes a huge chore.

They even have a fundamental mage editor where you can crop the image – Active Campaign How Do I Add Tags. MailChimp’s editor is the 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 truly plain e-mail, supplied you make a standard design template initially.

Active Campaign How Do I Add Tags

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign How Do I Add Tags). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s e-mail modifying experience is very plain, but simple to navigate. Their design templates are limited, which is great with me, however their email editing experience is somewhat simpler because you can produce inline images, and you can develop an absolutely plain e-mail, and even edit the underlying HTML. If you want 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 e-mail. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch back and forth in between various emails, I would intuitively be inclined open the same automation in various tabs, then open the particular e-mails from each of those tabs.

Active Campaign How Do I Add Tags

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 every one, or you can Command + Click to open each in a new tab to more easily modify your whole series. Active Campaign How Do I Add Tags. Contrast that with ConvertKit’s Series.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign How Do I Add Tags. However selecting an email marketing platform resembles selecting a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation options.

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 strategy allows more sophisticated segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw many others, a few of which I’ve currently pointed out.

Active Campaign How Do I Add Tags

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to construct, 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.

Active Campaign How Do I Add Tags

You can likewise 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 search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the very first name of just some of your contacts, which is the case with my list. I generally don’t require a very first name to sign up to my list, but in some cases I get a very first name, such as when someone buys a product. Would not it be nice to welcome your contacts by name, in the events when you have it? You can do this, however it’s troublesome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a first name, I say “Hey,” and after that their very first name. If they don’t, I simply state “Hey there,” (Active Campaign How Do I Add Tags). By building a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s given name.

Active Campaign How Do I Add Tags

I created a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a great deal of time is by allowing me utilize the exact same automation over and over once again for my webinars, and I can quickly change out all of the information.

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 cost of the item, deal terms, discount coupon code, and more. Each time I run a brand-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 allows me to quickly change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp occurs to have the very best e-mail editing experience. I really like to send easy emails.

Active Campaign How Do I Add Tags

I have actually found that really difficult to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I produced. The interface for the HTML editor looks like it was pulled from some complimentary open-source job. Active Campaign How Do I Add Tags.

However, adding images is a bit of a task. You have to pick them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you compose totally in HTML. The alternative to this, if you want to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant text editor is a cumbersome experience. You require different text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant text editor. They have some nice design templates, but I still desire to send the simplest e-mail possible. They do have some plain-looking emails, but they have some degree of minimal format, which you can’t get rid of – Active Campaign How Do I Add Tags.

Active Campaign How Do I Add Tags

However, with some changes, I can make my email quite standard. I can make it immediately take up the whole window, and I can modify the typography to be a little bigger, and have a little more leading. The most discouraging part of ActiveCampaign’s rich text editor is including images. Imagine you have actually simply typed out an excellent email. Active Campaign How Do I Add Tags.

You can’t merely add an image to a block of text. Rather, you have to produce 2 blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll have to keep an eye on those to remain constant. That’s one thing to deal with when you want to include one image, however when you wish to include a number of, it becomes a huge task.

They even have a fundamental mage editor where you can crop the image – Active Campaign How Do I Add Tags. MailChimp’s editor is the finest I’ve 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 fundamental template initially.

Active Campaign How Do I Add Tags

MailChimp’s integrated image editor is extremely powerful. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (Active Campaign How Do I Add Tags). It would save me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that potential time savings.

ConvertKit’s e-mail modifying experience is extremely plain, however simple to navigate. Their design templates are restricted, which is great with me, however their email modifying experience is somewhat easier in that you can produce inline images, and you can develop a totally plain email, and even modify 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 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 disabled Command + Click from the automation editor. If I desired to switch back and forth between various e-mails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective e-mails from each of those tabs.

Active Campaign How Do I Add Tags

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 edit every one, or you can Command + Click to open each in a new tab to more quickly modify your entire sequence. Active Campaign How Do I Add Tags. Contrast that with ConvertKit’s Sequences.

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

You can combine qualities 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 sector by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw lots of others, some of which I’ve already pointed out.

Active Campaign How Do I Add Tags

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are a lot easier to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions alternatives aren’t as sophisticated either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

Active Campaign How Do I Add Tags

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the objective’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How Do I Add Tags.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom field is updated with a specific worth From there, you can create Conditions, to check whether the contact has a certain tag or customized field worth.

Active Campaign How Do I Add Tags

You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date happens A customized field is updated with a certain worth 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 way I develop my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I wish to build it. Many online marketers build extremely simple email series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

Active Campaign How Do I Add Tags

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How Do I Add Tags).” The automation verifies 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 students all set for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday early 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 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 desire to send the very same email to everyone on my list. I want to send them the appropriate e-mail for their level of engagement – Active Campaign How Do I Add Tags. Active Campaign How Do I Add Tags. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the product I pitch in the webinar.

Active Campaign How Do I Add Tags

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately hit the “Objective” towards 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 How Do I Add Tags.

This enables 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 include tags based upon whether the contact signed up, attended, missed, or based upon how long 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 emails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other e-mails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Active Campaign How Do I Add Tags

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 includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t advise.

Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have been hectic. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they’ve already been eliminated from the automation using a different automation) – Active Campaign How Do I Add Tags.

Active Campaign How Do I Add Tags

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. Active Campaign How Do I Add Tags. I utilized to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my e-mails?” verification.