Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing AutomationActive Campaign How To Add Email To Existing Automation

You can likewise see whether the completion rate has actually increased or reduced, for 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 feature. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s state you have the given name of just a few of your contacts, which holds true with my list. I generally don’t require a 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. Wouldn’t it be good to welcome your contacts by name, in the cases 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 “Visitor.” If they have a given name, I state “Hey,” and then their given name. If they don’t, I just say “Hey there,” (Active Campaign How To Add Email To Existing Automation). By developing 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 How To Add Email To Existing Automation

I created a variable that’s just %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 actually save me a great deal of time is by enabling me utilize the very same automation over and over again for my webinars, and I can rapidly change out all of the information.

Active Campaign How To Add Email To Existing AutomationActive Campaign How To Add Email To Existing Automation

Here are variables 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 cost of the item, deal terms, coupon code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule modifications or deal changes.

And here it is in an e-mail. This message variable allows me to easily change out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp happens to have the best email modifying experience. I actually like to send out simple e-mails.

Active Campaign How To Add Email To Existing Automation

I have actually found that really difficult to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I created. The user interface for the HTML editor appears like it was pulled from some free open-source task. Active Campaign How To Add Email To Existing Automation.

Nevertheless, including images is a little bit of a task. You need 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 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.

Adding images to ActiveCampaign’s rich full-screen editor is a clunky experience. You need different text boxes for above and listed below the image. Recently I have actually started using ActiveCampaign’s rich full-screen editor. They have some nice design templates, however I still wish to send the simplest e-mail possible. They do have some plain-looking emails, however they have some degree of very little formatting, which you can’t eliminate – Active Campaign How To Add Email To Existing Automation.

Active Campaign How To Add Email To Existing Automation

But, with some changes, I can make my email quite fundamental. I can make it automatically take up the whole window, and I can modify the typography to be a little bigger, and have a little more prominent. The most frustrating part of ActiveCampaign’s rich text editor is adding images. Picture you have actually just typed out a great e-mail. Active Campaign How To Add Email To Existing Automation.

You can’t merely add an image to a block of text. Rather, you have to develop 2 blocks of text: one for prior to 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 wish to add one image, however when you want to include several, it ends up being a huge chore.

They even have a basic mage editor where you can crop the image – Active Campaign How To Add Email To Existing Automation. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I have actually tried. You have access to the underlying code, so you can create a genuinely plain email, offered you make a basic design template initially.

Active Campaign How To Add Email To Existing Automation

MailChimp’s built-in image editor is exceptionally powerful. 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 Email To Existing Automation). It would conserve me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s e-mail modifying experience is really plain, however easy to navigate. Their design templates are restricted, which is great with me, however their e-mail editing experience is slightly simpler because you can develop inline images, and you can create a totally plain email, and even edit the underlying HTML. If you desire 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 e-mail. Keep in mind 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 switch backward and forward between various e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective emails from each of those tabs.

Active Campaign How To Add Email To Existing Automation

In the Automations section, there’s a “Handle 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 sequence. Active Campaign How To Add Email To Existing Automation. 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 How To Add Email To Existing Automation. However choosing an e-mail marketing platform resembles choosing a spouse. ActiveCampaign makes up for 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 limited segmentation choices.

You can integrate qualities with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only segment by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my search for the ideal e-mail marketing platform, I saw numerous others, a few of which I have actually already discussed.

Active Campaign How To Add Email To Existing Automation

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are a lot easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing AutomationActive Campaign How To Add Email To Existing Automation

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a certain 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 an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for testing 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 existing 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 website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Add Email To Existing Automation.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact buys A tag is added to the contact A customized field is updated with a specific value From there, you can produce Conditions, to inspect whether the contact has a specific tag or customized field worth.

Active Campaign How To Add Email To Existing Automation

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or eliminated The contact purchases A date happens A customized field is updated with a certain 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 primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I ‘d like to construct it. Numerous marketers build really basic email sequences for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday morning. When I first tried this method, I was on MailChimp.

Active Campaign How To Add Email To Existing Automation

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 Email To Existing Automation).” The automation verifies 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” email to get the students ready 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 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 same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign How To Add Email To Existing Automation. Active Campaign How To Add Email To Existing Automation. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already purchased the product I pitch in the webinar.

Active Campaign How To Add Email To Existing Automation

Then it sends a series of emails to get them thinking about the webinar, and to motivate 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 sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add Email To Existing Automation.

This enables me to personalize 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 registered, attended, missed out on, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign How To Add Email To Existing Automation

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over 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 solution. However, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation using a different automation) – Active Campaign How To Add Email To Existing Automation.

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing AutomationActive Campaign How To Add Email To Existing Automation

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This kind adds a tag that I use to filter those contacts out. Active Campaign How To Add Email To Existing Automation. I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I only send a simple “do you still desire my emails?” confirmation.

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing AutomationActive Campaign How To Add Email To Existing Automation

You can also see whether the completion rate has actually increased or decreased, 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 favorite feature. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s state you have the very first name of only some of your contacts, which holds true with my list. I typically do not require a first name to sign up to my list, however often I get a very first name, such as when someone buys an item. Wouldn’t it be good to greet your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

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 after that their very first name. If they don’t, I simply state “Hey there,” (Active Campaign How To Add Email To Existing Automation). By constructing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether or not I have the contact’s given name.

Active Campaign How To Add Email To Existing Automation

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by enabling me utilize the same automation over and over once again for my webinars, and I can rapidly alter out all of the information.

Active Campaign How To Add Email To Existing AutomationActive Campaign How To Add Email To Existing Automation

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

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

Active Campaign How To Add Email To Existing Automation

I have actually discovered that very tough to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I created. The user interface for the HTML editor looks like it was pulled from some totally free open-source job. Active Campaign How To Add Email To Existing Automation.

Nevertheless, adding images is a little a task. You have to pick them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up 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 full-screen editor is a cumbersome experience. You need different text boxes for above and listed below the image. Lately I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some nice templates, however I still wish to send out the simplest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t get rid of – Active Campaign How To Add Email To Existing Automation.

Active Campaign How To Add Email To Existing Automation

But, with some modifications, I can make my email pretty basic. I can make it automatically take up the whole window, and I can tweak the typography to be somewhat bigger, and have a bit more leading. The most discouraging part of ActiveCampaign’s abundant text editor is adding images. Picture you have actually simply typed out a terrific e-mail. Active Campaign How To Add Email To Existing Automation.

You can’t just include an image to a block of text. Instead, you need to create two blocks of text: one for prior to the image, and one for after the image. If you’ve made any format modifications, you’ll need to keep an eye on those to remain consistent. That’s something to handle when you desire to add one image, but when you wish to add numerous, it ends up being a big task.

They even have a basic mage editor where you can crop the image – Active Campaign How To Add Email To Existing Automation. MailChimp’s editor is the very 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 really plain e-mail, provided you make a fundamental design template first.

Active Campaign How To Add Email To Existing Automation

MailChimp’s integrated image editor is very effective. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign How To Add Email To Existing Automation). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that prospective time cost savings.

ConvertKit’s email editing experience is really plain, however simple to navigate. Their design templates are limited, which is great with me, however their e-mail modifying experience is somewhat much easier in that you can create inline images, and you can develop an absolutely plain e-mail, and even edit the underlying HTML. If you wish to make some quick edits to some emails 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 in between numerous emails, I would intuitively be inclined open the very same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign How To Add Email To Existing Automation

In the Automations area, there’s a “Handle 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 quickly edit your entire sequence. Active Campaign How To Add Email To Existing Automation. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign How To Add Email To Existing Automation. But selecting an email marketing platform resembles picking a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited division choices.

You can combine attributes 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 permits more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw lots of others, a few of which I’ve currently pointed out.

Active Campaign How To Add Email To Existing Automation

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 flexible as ActiveCampaign’s, and their segmentations options aren’t as sophisticated either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing AutomationActive Campaign How To Add Email To Existing Automation

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

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform an employee 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add 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 Email To Existing Automation.

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

Active Campaign How To Add Email To Existing Automation

You can likewise develop Occasions, 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 purchases A date takes place A custom-made field is updated with a particular worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to construct it. Lots of online marketers build really basic email series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my website. You need to register 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 Email To Existing Automation

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 all contacts a “welcome e-mail (Active Campaign How To Add Email To Existing Automation).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students ready for next week’s course, and encourage 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 registration for next week’s class. They’ll get the pump up e-mail 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 out the exact same e-mail to everyone on my list. I desire to send them the proper e-mail for their level of engagement – Active Campaign How To Add Email To Existing Automation. Active Campaign How To Add Email To Existing Automation. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the item I pitch in the webinar.

Active Campaign How To Add Email To Existing Automation

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Objective” towards the end 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 Email To Existing Automation.

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 include tags based upon whether the contact signed up, went to, missed, 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 most likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

Active Campaign How To Add Email To Existing Automation

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not suggest.

Some subscribers don’t have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they’ve already been gotten rid of from the automation using a separate automation) – Active Campaign How To Add Email To Existing Automation.

Active Campaign How To Add Email To Existing Automation

Active Campaign How To Add Email To Existing AutomationActive Campaign How To Add Email To Existing Automation

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they don’t have tracking allowed. This form adds a tag that I use to filter those contacts out. Active Campaign How To Add Email To Existing Automation. I used to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my e-mails?” verification.