Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

You can likewise see whether the conclusion rate has increased or decreased, for how long it considers contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite function. It conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a similar function.

Let’s say you have the very first name of only some of your contacts, which is the case 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 purchases an item. Would not it be good 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 added by other systems, such as a dash, or “Guest.” If they have a first name, I say “Hey,” and after that their very first name. If they don’t, I simply say “Hey there,” (Active Campaign How To Duplicate Automation). By constructing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether I have the contact’s first name.

Active Campaign How To Duplicate Automation

I produced 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 allowing me utilize the exact same automation over and over again for my webinars, and I can rapidly alter out all of the information.

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

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 rate 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 offer modifications.

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

Active Campaign How To Duplicate Automation

I have actually discovered that very tough to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental design template I produced. The user interface for the HTML editor looks like it was pulled from some totally free open-source project. Active Campaign How To Duplicate Automation.

Nevertheless, adding images is a little bit of a chore. You have to choose them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you compose totally 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.

Including 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 started utilizing ActiveCampaign’s abundant full-screen editor. They have some nice design templates, but I still wish to send the simplest email possible. They do have some plain-looking emails, but they have some degree of very little formatting, which you can’t get rid of – Active Campaign How To Duplicate Automation.

Active Campaign How To Duplicate Automation

However, with some adjustments, I can make my e-mail pretty basic. I can make it instantly take up the whole window, and I can tweak the typography to be slightly bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s abundant full-screen editor is adding images. Picture you’ve simply typed out a terrific email. Active Campaign How To Duplicate Automation.

You can’t merely add 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’ve made any format modifications, you’ll have to watch on those to remain consistent. That’s one thing to handle when you wish to add one image, however when you wish to include numerous, it ends up being a huge task.

They even have a basic mage editor where you can crop the image – Active Campaign How To Duplicate 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 develop a genuinely plain email, offered you make a standard template first.

Active Campaign How To Duplicate Automation

MailChimp’s integrated 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 Duplicate Automation). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than make up for that possible time savings.

ConvertKit’s e-mail modifying experience is really plain, but simple to browse. Their templates are restricted, which is great with me, however their e-mail modifying experience is a little much easier in that 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 fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an e-mail, 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 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 exact same automation in numerous tabs, then open the particular e-mails from each of those tabs.

Active Campaign How To Duplicate 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 edit every one, or you can Command + Click to open each in a new tab to more quickly edit your whole sequence. Active Campaign How To Duplicate Automation. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign How To Duplicate Automation. But selecting 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 switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division choices.

You can integrate characteristics with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only segment by AND/OR, nevertheless MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw numerous others, a few of which I’ve already mentioned.

Active Campaign How To Duplicate Automation

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 flexible as ActiveCampaign’s, and their segmentations alternatives aren’t as sophisticated either. They also do not have goal tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact registers for a list When a contact submits 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 begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for screening Avoid 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign How To Duplicate Automation.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A customized field is upgraded with a specific value From there, you can develop Conditions, to check whether the contact has a particular tag or customized field value.

Active Campaign How To Duplicate Automation

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A custom-made field is upgraded with a particular worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to develop it. Numerous marketers develop really simple e-mail series for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign How To Duplicate Automation

Here’s the automation I use to welcome brand-new students 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 Duplicate 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 a “pump up” email to get the students ready 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not desire to send the same e-mail to every person on my list. I want to send them the appropriate email for their level of engagement – Active Campaign How To Duplicate Automation. Active Campaign How To Duplicate Automation. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

Active Campaign How To Duplicate Automation

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To Duplicate 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, went to, missed, or based upon how long they remained in the webinar. These tags can then activate 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 actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign How To Duplicate Automation

Here’s an automation I got 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 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, gets rid of 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 solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t suggest.

Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still want to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still want 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 the confirmation link in the previous email, they’ve currently been removed from the automation using a separate automation) – Active Campaign How To Duplicate Automation.

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. Active Campaign How To Duplicate Automation. I used to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send out an easy “do you still want my e-mails?” verification.

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a certain 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 e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid 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 information Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign How To Duplicate Automation.

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

Active Campaign How To Duplicate Automation

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom-made field is updated with a specific worth You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to develop it. Numerous online marketers construct really basic e-mail sequences for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, but 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 need to register by Friday night, and a brand-new course begins each Monday morning. When I first tried this method, I was on MailChimp.

Active Campaign How To Duplicate Automation

Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How To Duplicate Automation).” 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” e-mail to get the trainees 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 registration for next week’s class. They’ll get the pump up email 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 don’t want to send out the exact same e-mail to everyone on my list. I want to send them the proper e-mail for their level of engagement – Active Campaign How To Duplicate Automation. Active Campaign How To Duplicate Automation. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.

Active Campaign How To Duplicate Automation

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they right away hit the “Objective” toward 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 Duplicate 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 add tags based upon whether the contact signed up, went to, 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 cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Active Campaign How To Duplicate Automation

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. 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 email list tidy. 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 removed from the automation using a separate automation) – Active Campaign How To Duplicate Automation.

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

The automation then unsubscribes them. My emails 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 allowed. This type includes a tag that I use to filter those contacts out. Active Campaign How To Duplicate 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 dependably! I just send out a simple “do you still want my e-mails?” confirmation.

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate Automation

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate Automation

You can also see whether the completion rate has 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 goal. 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 ” bits”) has a comparable function.

Let’s state you have the given name of only some of your contacts, which is the case with my list. I generally don’t need a first name to sign up to my list, however in some cases I get a very first 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, however it’s troublesome.

I’m likewise filtering for generic terms included 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 don’t, I just state “Hey there,” (Active Campaign How To Duplicate Automation). 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 Duplicate Automation

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears 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 change out all of the information.

Active Campaign How To Duplicate AutomationActive Campaign How To Duplicate 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 rate of the product, offer terms, coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule modifications or offer changes.

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

Active Campaign How To Duplicate Automation

I have actually discovered that really tough to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a basic template I created. The user interface for the HTML editor appears like it was pulled from some free open-source project. Active Campaign How To Duplicate Automation.

Nevertheless, 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 choice. ActiveCampaign’s HTML email editor requires that you compose entirely in HTML. The option to this, if you want to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You require different text boxes for above and below the image. Recently I have actually begun utilizing ActiveCampaign’s rich text editor. They have some great design templates, but I still desire to send the plainest email possible. They do have some plain-looking emails, but they have some degree of minimal format, which you can’t get rid of – Active Campaign How To Duplicate Automation.

Active Campaign How To Duplicate Automation

But, with some changes, I can make my e-mail quite basic. I can make it instantly use up the entire window, and I can tweak the typography to be slightly bigger, and have a little more leading. The most frustrating part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you’ve just typed out a great email. Active Campaign How To Duplicate Automation.

You can’t just add an image to a block of text. Instead, you have to develop two blocks of text: one for before 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 constant. That’s something to deal with when you wish to include one image, but when you desire to add a number of, it ends up being a big task.

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

Active Campaign How To Duplicate Automation

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

ConvertKit’s e-mail editing experience is really plain, however easy to navigate. Their design templates are limited, which is fine with me, however their e-mail modifying experience is slightly simpler because you can produce inline images, and you can produce 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 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 in between different emails, I would intuitively be inclined open the very same automation in different tabs, then open the particular emails from each of those tabs.

Active Campaign How To Duplicate Automation

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 quickly modify your whole series. Active Campaign How To Duplicate Automation. Contrast that with ConvertKit’s Series.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign How To Duplicate Automation. But picking an e-mail marketing platform resembles choosing a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation choices.

You can combine characteristics 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 segment by AND/OR, however MailChimp’s Pro strategy 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, some of which I have actually currently discussed.

Active Campaign How To Duplicate Automation

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are much easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions alternatives aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.