Active Campaign How To Add Exisiting Contact To A List

Active Campaign How To Add Exisiting Contact To A List

Active Campaign How To Add Exisiting Contact To A ListActive Campaign How To Add Exisiting Contact To A List

You can likewise see whether the conclusion rate has increased or decreased, the length of time it takes for contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It conserves 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 say you have the given name of just some of your contacts, which is the case with my list. I usually do not need a very first name to sign up to my list, however in some cases I get a first name, such as when somebody purchases an item. Would not it be good to greet your contacts by name, in the events when you have it? You can do this, however it’s cumbersome.

I’m also filtering for generic terms included 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 do not, I simply state “Hey there,” (Active Campaign How To Add Exisiting Contact To A List). By developing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether I have the contact’s given name.

Active Campaign How To Add Exisiting Contact To A List

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really conserve me a lot of time is by enabling me utilize the same automation over and over again for my webinars, and I can rapidly change out all of the details.

Active Campaign How To Add Exisiting Contact To A ListActive Campaign How To Add Exisiting Contact To A List

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

And here it remains in an email. This message variable enables me to easily change 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 happens to have the best email modifying experience. I actually like to send basic e-mails.

Active Campaign How To Add Exisiting Contact To A List

I’ve found that really tough to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental design template I produced. The user interface for the HTML editor appears like it was pulled from some complimentary open-source job. Active Campaign How To Add Exisiting Contact To A List.

Nevertheless, including 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 e-mail editor requires that you make up entirely 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 rich full-screen editor is a clunky experience. You need separate text boxes for above and listed below the image. Lately I have actually begun utilizing ActiveCampaign’s abundant text editor. They have some great templates, however I still desire 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 Exisiting Contact To A List.

Active Campaign How To Add Exisiting Contact To A List

But, with some changes, I can make my email pretty fundamental. I can make it immediately take up the whole window, and I can fine-tune the typography to be somewhat larger, and have a bit more leading. The most frustrating part of ActiveCampaign’s rich full-screen editor is including images. Envision you’ve simply typed out an excellent e-mail. Active Campaign How To Add Exisiting Contact To A List.

You can’t simply add an image to a block of text. Instead, you need to produce 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 have to keep an eye on those to remain consistent. That’s something to deal with when you desire to include one image, but when you desire to add several, it ends up being a big task.

They even have a fundamental mage editor where you can crop the image – Active Campaign How To Add Exisiting Contact To A List. MailChimp’s editor is the very 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 develop a truly plain e-mail, supplied you make a fundamental design template first.

Active Campaign How To Add Exisiting Contact To A List

MailChimp’s integrated image editor is exceptionally powerful. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign How To Add Exisiting Contact To A List). It would save me a little time to have that exact same experience on ActiveCampaign. However 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, however easy to browse. Their templates are restricted, which is fine with me, however their e-mail modifying experience is somewhat simpler because you can develop inline images, and you can develop a completely plain email, and even modify the underlying HTML. If you want to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an e-mail, 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 disabled Command + Click from the automation editor. If I wished to switch back and forth between numerous emails, I would intuitively be inclined open the very same automation in different tabs, then open the respective e-mails from each of those tabs.

Active Campaign How To Add Exisiting Contact To A List

In the Automations section, there’s a “Handle 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 easily edit your entire series. Active Campaign How To Add Exisiting Contact To A List. Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign How To Add Exisiting Contact To A List. However choosing an e-mail marketing platform resembles 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 division alternatives.

You can combine characteristics with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can just section by AND/OR, nevertheless MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my look for the ideal e-mail marketing platform, I saw numerous others, a few of which I’ve currently pointed out.

Active Campaign How To Add Exisiting Contact To A List

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 flexible as ActiveCampaign’s, and their divisions choices aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.

Active Campaign How To Add Exisiting Contact To A List

Active Campaign How To Add Exisiting Contact To A List

Active Campaign How To Add Exisiting Contact To A ListActive Campaign How To Add Exisiting Contact To A List

To begin 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 added When a contact signs up for a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out 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 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 Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Active Campaign How To Add Exisiting Contact To A List.

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 contributed to the contact A customized field is updated with a specific worth From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field worth.

Active Campaign How To Add Exisiting Contact To A List

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact makes a purchase A date happens A customized field is updated with a particular 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 main method I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to develop it. Lots of marketers build very simple email series for their “e-mail courses.” A contact indications up, and then that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign How To Add Exisiting Contact To A List

Here’s the automation I use to invite brand-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 Exisiting Contact To A List).” 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 trainees ready for next week’s course, and encourage them to share it with buddies.

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 e-mail the following Friday early 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 the same email to every individual on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign How To Add Exisiting Contact To A List. Active Campaign How To Add Exisiting Contact To A List. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently bought the product I pitch in the webinar.

Active Campaign How To Add Exisiting Contact To A List

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately struck 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 Exisiting Contact To A List.

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 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 more 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 individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign How To Add Exisiting Contact To A List

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, 30 days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t advise.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have actually been busy. 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 already clicked on the verification link in the previous email, they’ve already been eliminated from the automation using a different automation) – Active Campaign How To Add Exisiting Contact To A List.

Active Campaign How To Add Exisiting Contact To A List

Active Campaign How To Add Exisiting Contact To A ListActive Campaign How To Add Exisiting Contact To A List

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they do not have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. Active Campaign How To Add Exisiting Contact To A List. 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 dependably! I only send a basic “do you still want my emails?” verification.