Active Campaign How To Add Task

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

You can also see whether the conclusion rate has increased or decreased, for how long it considers 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 lots of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent function.

Let’s state you have the very first name of only some of your contacts, which is the case with my list. I normally don’t need a given name to register to my list, but sometimes I get a given name, such as when someone buys an item. Would not it be good to welcome your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and after that their very first name. If they do not, I simply say “Hey there,” (Active Campaign How To Add Task). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s given name.

Active Campaign How To Add Task

I produced a variable that’s simply %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 really save me a lot of time is by allowing me use the exact same automation over and over once again for my webinars, and I can quickly change out all of the information.

Active Campaign How To Add TaskActive Campaign How To Add Task

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 price of the product, deal terms, discount 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 takes place to have the very best email editing experience. I actually like to send out simple e-mails.

Active Campaign How To Add Task

I’ve found that really tough to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental design template I developed. The interface for the HTML editor looks like it was pulled from some free open-source project. Active Campaign How To Add Task.

Nevertheless, including images is a little a chore. You need to choose them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you compose totally in HTML. The option to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich text editor is a clunky experience. You need different text boxes for above and listed below the image. Recently I have actually started utilizing ActiveCampaign’s rich text editor. They have some good design templates, however I still desire to send the plainest email possible. They do have some plain-looking emails, but they have some degree of very little formatting, which you can’t remove – Active Campaign How To Add Task.

Active Campaign How To Add Task

However, with some changes, I can make my email pretty standard. I can make it automatically use up the whole window, and I can fine-tune the typography to be somewhat bigger, and have a little bit more leading. The most frustrating part of ActiveCampaign’s rich full-screen editor is including images. Imagine you have actually just typed out a fantastic e-mail. Active Campaign How To Add Task.

You can’t just 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 formatting changes, you’ll have to keep an eye on those to stay constant. That’s something to deal with when you wish to include one image, but when you desire to include a number of, it becomes a huge task.

They even have a standard mage editor where you can crop the image – Active Campaign How To Add Task. MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can create a genuinely plain e-mail, offered you make a fundamental design template first.

Active Campaign How To Add Task

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (Active Campaign How To Add Task). It would save 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 prospective time cost savings.

ConvertKit’s email editing experience is very plain, however easy to navigate. Their templates are limited, which is great with me, however their e-mail modifying experience is somewhat simpler because you can produce inline images, and you can produce a completely plain e-mail, and even edit the underlying HTML. If you wish 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 email. 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 wished to change backward and forward between numerous emails, I would intuitively be inclined open the exact same automation in various tabs, then open the particular e-mails from each of those tabs.

Active Campaign How To Add Task

In the Automations area, 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 new tab to more quickly modify your entire series. Active Campaign How To Add Task. Contrast that with ConvertKit’s Series.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign How To Add Task. But choosing an e-mail marketing platform is like choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted division alternatives.

You can combine 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 section by AND/OR, however MailChimp’s Pro strategy permits more sophisticated segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I’ve currently pointed out.

Active Campaign How To Add Task

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

Active Campaign How To Add Task

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits 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 begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign How To Add Task.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a kind The contact buys A tag is included to the contact A custom field is upgraded with a particular value From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field worth.

Active Campaign How To Add Task

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date takes place A custom field is updated with a certain worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to develop it. Numerous online marketers construct really simple e-mail sequences for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. 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 starts each Monday early morning. When I initially attempted this method, I was on MailChimp.

Active Campaign How To Add Task

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign How To Add Task).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday 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 don’t wish to send the same e-mail to everyone on my list. I desire to send them the appropriate email for their level of engagement – Active Campaign How To Add Task. Active Campaign How To Add Task. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already bought the product I pitch in the webinar.

Active Campaign How To Add Task

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Add Task.

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

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

Active Campaign How To Add Task

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 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 among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they’ve currently been removed from the automation using a separate automation) – Active Campaign How To Add Task.

Active Campaign How To Add Task

Active Campaign How To Add TaskActive Campaign How To Add Task

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me know that they do not have tracking allowed. This form includes a tag that I use to filter those contacts out. Active Campaign How To Add Task. I utilized to add 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 out an easy “do you still want my emails?” verification.