Active Campaign How To Add A Tag After Someone Clicks A Link

To start developing 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 kind 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 start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify a team member 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 details Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign How To Add A Tag After Someone Clicks A Link.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can produce Conditions, to examine whether the contact has a specific tag or customized field worth.

Active Campaign How To Add A Tag After Someone Clicks A Link

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date happens A custom-made 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 main method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to construct it. Lots of online marketers build extremely basic e-mail series for their “email courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

Active Campaign How To Add A Tag After Someone Clicks A Link

Here’s the automation I use to welcome brand-new students 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 How To Add A Tag After Someone Clicks A Link).” 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” e-mail to get the students all set for next week’s course, and encourage them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email 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 don’t wish to send out the very same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign How To Add A Tag After Someone Clicks A Link. Active Campaign How To Add A Tag After Someone Clicks A Link. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the item I pitch in the webinar.

Active Campaign How To Add A Tag After Someone Clicks A Link

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they right away struck the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add A Tag After Someone Clicks A Link.

This allows 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, participated in, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign How To Add A Tag After Someone Clicks A Link

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell 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, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates 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 wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one e-mail 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 verification link in the previous email, they have actually already been eliminated from the automation utilizing a different automation) – Active Campaign How To Add A Tag After Someone Clicks A Link.

Active Campaign How To Add A Tag After Someone Clicks A Link

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking allowed. This type includes a tag that I utilize to filter those contacts out. Active Campaign How To Add A Tag After Someone Clicks A Link. I utilized to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my emails?” confirmation.

Active Campaign How To Add A Tag After Someone Clicks A Link

You can likewise see whether the conclusion rate has actually increased or reduced, how long it takes for contacts to reach that goal, and you can search 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 ” bits”) has an equivalent function.

Let’s say you have the very first name of just a few of your contacts, which is the case with my list. I generally don’t need a first name to register to my list, but sometimes I get a very first name, such as when somebody purchases a product. Wouldn’t it be great to greet your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a very first name, I say “Hey,” and then their very first name. If they do not, I just say “Hey there,” (Active Campaign How To Add A Tag After Someone Clicks A Link). By building a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s given name.

Active Campaign How To Add A Tag After Someone Clicks A Link

I produced a variable that’s merely %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 really save me a great deal of time is by allowing me utilize the same automation over and over once again for my webinars, and I can quickly alter out all of the details.

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 cost of the item, deal 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 changes or deal changes.

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

Active Campaign How To Add A Tag After Someone Clicks A Link

I have actually discovered that really difficult to do with ActiveCampaign. For awhile, I was editing e-mails 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 fundamental template I produced. The interface for the HTML editor appears like it was pulled from some free open-source task. Active Campaign How To Add A Tag After Someone Clicks A Link.

Nevertheless, including images is a little a task. You need to choose them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you make up totally in HTML. The option to this, if you desire to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need different text boxes for above and listed below the image. Recently I have begun utilizing ActiveCampaign’s rich text editor. They have some great design templates, but I still wish to send the plainest email possible. They do have some plain-looking emails, but they have some degree of very little format, which you can’t remove – Active Campaign How To Add A Tag After Someone Clicks A Link.

Active Campaign How To Add A Tag After Someone Clicks A Link

But, with some modifications, I can make my email quite fundamental. I can make it automatically take up the entire window, and I can tweak the typography to be a little larger, and have a bit more prominent. The most aggravating part of ActiveCampaign’s abundant text editor is adding images. Picture you’ve simply typed out an excellent email. Active Campaign How To Add A Tag After Someone Clicks A Link.

You can’t just 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 have actually made any formatting changes, you’ll need to keep an eye on those to stay constant. That’s something to handle when you wish to add one image, but when you want to add numerous, it becomes a big task.

They even have a fundamental mage editor where you can crop the image – Active Campaign How To Add A Tag After Someone Clicks A Link. MailChimp’s editor is the finest I have actually seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can produce a truly plain email, supplied you make a standard template first.

Active Campaign How To Add A Tag After Someone Clicks A Link

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 How To Add A Tag After Someone Clicks A Link). It would conserve me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than offset that potential time savings.

ConvertKit’s email modifying experience is extremely plain, but easy to navigate. Their design templates are limited, which is great with me, however their email modifying experience is a little easier because you can develop inline images, and you can develop an absolutely plain email, and even edit the underlying HTML. If you wish to make some fast edits to some emails 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 disabled Command + Click from the automation editor. If I wanted to switch back and forth between various emails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective e-mails from each of those tabs.

Active Campaign How To Add A Tag After Someone Clicks A Link

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 each one, or you can Command + Click to open each in a brand-new tab to more quickly edit your whole series. Active Campaign How To Add A Tag After Someone Clicks A Link. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign How To Add A Tag After Someone Clicks A Link. However picking an e-mail marketing platform is like selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

You can combine qualities with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only section by AND/OR, nevertheless MailChimp’s Pro plan permits more sophisticated segmenting, for an extra $199 a month. In my look for the perfect email marketing platform, I saw numerous others, a few of which I’ve currently mentioned.

Active Campaign How To Add A Tag After Someone Clicks A Link

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to develop, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

Active Campaign How To Add A Tag After Someone Clicks A Link

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain 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 testing Avoid to other parts of the automation Track goals (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 Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Add A Tag After Someone Clicks A Link.

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 buys A tag is included to the contact A customized field is updated with a particular value From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom field worth.

Active Campaign How To Add A Tag After Someone Clicks A Link

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date occurs A custom-made field is upgraded with a certain value You don’t create emails 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 e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I wish to construct it. Lots of marketers build very basic email series for their “email courses.” A contact indications up, and after that that contact immediately begins getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign How To Add A Tag After Someone Clicks A Link

Here’s the automation I utilize to welcome brand-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 How To Add A Tag After Someone Clicks A Link).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students all set for next week’s course, and motivate them to share it with good friends.

The contact will start 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 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 desire to send out the very same email to everyone on my list. I desire to send them the suitable email for their level of engagement – Active Campaign How To Add A Tag After Someone Clicks A Link. Active Campaign How To Add A Tag After Someone Clicks A Link. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

Active Campaign How To Add A Tag After Someone Clicks A Link

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they right away hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add A Tag After Someone Clicks A Link.

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 signed up, attended, 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 cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign How To Add A Tag After Someone Clicks A Link

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not advise.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they already 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 How To Add A Tag After Someone Clicks A Link.

Active Campaign How To Add A Tag After Someone Clicks A Link

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me know that they do not have tracking allowed. This type includes a tag that I use to filter those contacts out. Active Campaign How To Add A Tag After Someone Clicks A Link. I utilized to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” confirmation.

Active Campaign How To Add A Tag After Someone Clicks A Link

You can also see whether the conclusion rate has increased or reduced, 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 goal. ActiveCampaign’s Message Variables is my favorite function. It saves me a lot 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 very first name of just a few of your contacts, which holds true with my list. I normally do not require a very first name to register to my list, but sometimes I get a given name, such as when someone purchases an item. Wouldn’t 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 “Guest.” If they have a given name, I say “Hey,” and then their very first name. If they don’t, I just state “Hey there,” (Active Campaign How To Add A Tag After Someone Clicks A Link). By developing a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s given name.

Active Campaign How To Add A Tag After Someone Clicks A Link

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. 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 very same automation over and over once again for my webinars, and I can rapidly change out all of the details.

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 item, deal terms, coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule modifications or offer modifications.

And here it remains in an e-mail. This message variable allows me to quickly alter out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp takes place to have the best e-mail modifying experience. I truly like to send out easy emails.

Active Campaign How To Add A Tag After Someone Clicks A Link

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 design template I developed. The user interface for the HTML editor looks like it was pulled from some free open-source project. Active Campaign How To Add A Tag After Someone Clicks A Link.

However, including images is a little bit of a task. You have to select them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you compose completely in HTML. The alternative 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. Lately I have started using ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still wish to send the plainest email possible. They do have some plain-looking e-mails, however they have some degree of minimal formatting, which you can’t get rid of – Active Campaign How To Add A Tag After Someone Clicks A Link.

Active Campaign How To Add A Tag After Someone Clicks A Link

But, with some modifications, I can make my e-mail pretty basic. I can make it automatically use up the entire window, and I can fine-tune the typography to be a little bigger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s abundant text editor is adding images. Imagine you’ve just typed out a terrific email. Active Campaign How To Add A Tag After Someone Clicks A Link.

You can’t simply include an image to a block of text. Instead, you have to create 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 deal with when you wish to add one image, however when you wish to add a number of, it ends up being a huge task.

They even have a basic mage editor where you can crop the image – Active Campaign How To Add A Tag After Someone Clicks A Link. MailChimp’s editor is the finest I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can create a really plain email, offered you make a fundamental design template initially.

Active Campaign How To Add A Tag After Someone Clicks A Link

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and include custom text to your images. I miss MailChimp’s email-editing experience (Active Campaign How To Add A Tag After Someone Clicks A Link). It would conserve me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that potential time cost savings.

ConvertKit’s email editing experience is extremely plain, but simple to browse. Their templates are limited, which is fine with me, however their email editing experience is a little much easier in that you can produce inline images, and you can develop a totally plain e-mail, 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 troublesome.

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

Active Campaign How To Add A Tag After Someone Clicks A Link

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 new tab to more quickly modify your entire series. Active Campaign How To Add A Tag After Someone Clicks A Link. Contrast that with ConvertKit’s Series.

Again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign How To Add A Tag After Someone Clicks A Link. However picking an email marketing platform is like choosing a partner. ActiveCampaign makes up for 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 restricted segmentation alternatives.

You can combine attributes with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro plan permits more advanced segmenting, for an additional $199 a month. In my look for the ideal email marketing platform, I saw lots of others, a few of which I have actually currently pointed out.

Active Campaign How To Add A Tag After Someone Clicks A Link

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