Active Campaign How To Combine Lists

Active Campaign How To Combine Lists

Active Campaign How To Combine ListsActive Campaign How To Combine Lists

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the goal’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 information Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Combine Lists.

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

Active Campaign How To Combine Lists

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date happens A customized field is updated with a certain value You don’t develop e-mails in ConvertKit’s Automations.

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

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

Active Campaign How To Combine Lists

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign How To Combine Lists).” 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” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with good friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up e-mail the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the very same email to every person on my list. I desire to send them the suitable email for their level of engagement – Active Campaign How To Combine Lists. Active Campaign How To Combine Lists. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already bought the item I pitch in the webinar.

Active Campaign How To Combine Lists

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they right away struck the “Objective” toward 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 Combine Lists.

This allows 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, went to, missed out on, or based upon how long they stayed 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 promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign How To Combine Lists

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 adds brand-new tags for 7 days, 30 days, 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 once 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. However, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t advise.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they have actually already been removed from the automation using a different automation) – Active Campaign How To Combine Lists.

Active Campaign How To Combine Lists

Active Campaign How To Combine ListsActive Campaign How To Combine Lists

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This type adds a tag that I utilize to filter those contacts out. Active Campaign How To Combine Lists. I utilized to include this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” confirmation.

Active Campaign How To Combine Lists

Active Campaign How To Combine Lists

Active Campaign How To Combine ListsActive Campaign How To Combine Lists

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the objective’s place 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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign How To Combine Lists.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a form The contact purchases A tag is added to the contact A custom field is upgraded with a particular value From there, you can create Conditions, to check whether the contact has a particular tag or custom field worth.

Active Campaign How To Combine Lists

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date takes place A customized field is updated with a particular value You do not create emails 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 email course exactly how I wish to construct it. Numerous marketers develop extremely basic e-mail series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.

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

Active Campaign How To Combine Lists

Here’s the automation I use to welcome new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How To Combine Lists).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the very same e-mail to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign How To Combine Lists. Active Campaign How To Combine Lists. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently purchased the item I pitch in the webinar.

Active Campaign How To Combine Lists

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they right away struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign How To Combine Lists.

This enables me to personalize 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 signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Active Campaign How To Combine Lists

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 adds 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 e-mail, a different automation eliminates them from this automation, eliminates 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. However, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I don’t recommend.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – Active Campaign How To Combine Lists.

Active Campaign How To Combine Lists

Active Campaign How To Combine ListsActive Campaign How To Combine Lists

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. Active Campaign How To Combine Lists. I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my emails?” confirmation.

Active Campaign How To Combine Lists

Active Campaign How To Combine Lists

Active Campaign How To Combine ListsActive Campaign How To Combine Lists

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

Let’s state you have the given name of just a few of your contacts, which holds true with my list. I generally do not need a given name to register to my list, but often I get a given name, such as when someone buys a product. 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 “Guest.” If they have a very first name, I state “Hey,” and after that their given name. If they don’t, I simply say “Hey there,” (Active Campaign How To Combine Lists). 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 Combine Lists

I created a variable that’s merely %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 actually conserve me a lot of time is by enabling me use the exact same automation over and over again for my webinars, and I can quickly alter out all of the information.

Active Campaign How To Combine ListsActive Campaign How To Combine Lists

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 rate of the item, offer terms, discount coupon code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule changes or offer changes.

And here it is in an e-mail. This message variable enables me to quickly alter 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 takes place to have the very best email modifying experience. I actually like to send simple emails.

Active Campaign How To Combine Lists

I’ve found that very hard 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 set off by a fundamental template I developed. The interface for the HTML editor looks like it was pulled from some free open-source job. Active Campaign How To Combine Lists.

Nevertheless, adding images is a little a chore. You need to pick them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The alternative to this, if you want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You require separate text boxes for above and listed below the image. Recently I have started using ActiveCampaign’s abundant full-screen editor. They have some nice design templates, however I still want to send the simplest 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 Combine Lists.

Active Campaign How To Combine Lists

However, with some changes, I can make my e-mail pretty fundamental. I can make it instantly take up the entire window, and I can fine-tune the typography to be somewhat larger, and have a little more prominent. The most frustrating part of ActiveCampaign’s rich full-screen editor is adding images. Envision you have actually simply typed out a terrific email. Active Campaign How To Combine Lists.

You can’t simply include an image to a block of text. Rather, 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 formatting modifications, you’ll need to watch on those to remain consistent. That’s something to handle when you want to include one image, however when you want to add several, it becomes a huge chore.

They even have a standard mage editor where you can crop the image – Active Campaign How To Combine Lists. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can create a truly plain e-mail, provided you make a basic template first.

Active Campaign How To Combine Lists

MailChimp’s integrated image editor is exceptionally powerful. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign How To Combine Lists). 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 offset that potential time cost savings.

ConvertKit’s e-mail editing experience is extremely plain, however simple to navigate. Their templates are limited, which is fine with me, however their e-mail modifying experience is slightly easier in that you can develop inline images, and you can develop a totally plain email, and even modify the underlying HTML. If you want to make some quick edits to some emails 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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to change back and forth in between various e-mails, I would intuitively be inclined open the very same automation in various tabs, then open the particular e-mails from each of those tabs.

Active Campaign How To Combine Lists

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 easily edit your whole series. Active Campaign How To Combine Lists. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign How To Combine Lists. But choosing an e-mail marketing platform resembles selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted division options.

You can integrate 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 sector by AND/OR, nevertheless MailChimp’s Pro strategy enables more advanced segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw numerous others, some of which I’ve currently discussed.

Active Campaign How To Combine Lists

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are much simpler to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations choices aren’t as sophisticated either. They also don’t have goal tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

Active Campaign How To Combine Lists

Active Campaign How To Combine Lists

Active Campaign How To Combine ListsActive Campaign How To Combine Lists

You can likewise see whether the completion rate has actually increased or decreased, how long it considers contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred function. It conserves me a lot of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable function.

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

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a first name, I state “Hey,” and then their first name. If they don’t, I just say “Hey there,” (Active Campaign How To Combine Lists). By building a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s given name.

Active Campaign How To Combine Lists

I developed a variable that’s just %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 really save me a lot of time is by allowing me utilize the same automation over and over once again for my webinars, and I can rapidly alter out all of the details.

Active Campaign How To Combine ListsActive Campaign How To Combine Lists

Here vary 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, offer terms, discount coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or offer changes.

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

Active Campaign How To Combine Lists

I’ve found that very difficult 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 used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental template I created. The interface for the HTML editor appears like it was pulled from some totally free open-source job. Active Campaign How To Combine Lists.

However, including images is a bit of a task. You have to choose them from a file 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 desire to have control over the HTML, is to modify pure HTML, with a preview 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. Recently I have actually begun using ActiveCampaign’s rich text editor. They have some great design templates, however I still desire to send out the plainest e-mail 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 Combine Lists.

Active Campaign How To Combine Lists

But, with some modifications, I can make my email pretty fundamental. I can make it immediately use up the whole window, and I can tweak the typography to be somewhat bigger, and have a little bit more prominent. The most aggravating part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you have actually just typed out a fantastic email. Active Campaign How To Combine Lists.

You can’t simply add an image to a block of text. Rather, you have to create two blocks of text: one for prior to the image, and one for after the image. If you have actually made any format modifications, you’ll need to keep an eye on those to remain consistent. That’s something to deal with when you wish to add one image, however when you wish to add several, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – Active Campaign How To Combine Lists. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can create a truly plain e-mail, provided you make a basic template first.

Active Campaign How To Combine Lists

MailChimp’s integrated image editor is extremely powerful. You can resize, crop, and add custom-made text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign How To Combine Lists). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than offset that prospective time cost savings.

ConvertKit’s e-mail modifying experience is really plain, however easy to navigate. Their design templates are limited, which is great with me, but their e-mail modifying experience is a little simpler because you can create inline images, and you can create a completely plain e-mail, 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 an e-mail, and it takes me to the editor for that email. 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 desired to change back and forth in between various emails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign How To Combine Lists

In the Automations area, there’s a “Handle 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 easily edit your whole sequence. Active Campaign How To Combine Lists. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign How To Combine Lists. But selecting an e-mail marketing platform is like choosing a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division options.

You can combine attributes with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro strategy permits more sophisticated segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw many others, some of which I’ve currently pointed out.

Active Campaign How To Combine Lists

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