Active Campaign How To I Add A Group Of Contacts To A List

You can also see whether the completion rate has increased or reduced, the length of time it considers 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 favorite function. It conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar function.

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 require a given name to register to my list, however sometimes I get a given name, such as when someone purchases a product. Wouldn’t it be great to greet 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 very first name, I say “Hey,” and after that their very first name. If they do not, I just say “Hey there,” (Active Campaign How To I Add A Group Of Contacts To A List). By building a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s first name.

Active Campaign How To I Add A Group Of Contacts To A List

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a great deal of time is by allowing me utilize the same automation over and over once again for my webinars, and I can quickly alter out all of the details.

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, 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 changes.

And here it remains in an e-mail. 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 e-mail editing experience. I changed from MailChimp, and MailChimp occurs to have the best email modifying experience. I truly like to send simple emails.

Active Campaign How To I Add A Group Of Contacts To A List

I’ve found that very difficult to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a basic template I produced. The user interface for the HTML editor looks like it was pulled from some complimentary open-source task. Active Campaign How To I Add A Group Of Contacts To A List.

Nevertheless, including images is a bit of a task. You have to choose them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require different text boxes for above and listed below the image. Lately I have actually begun utilizing ActiveCampaign’s rich text editor. They have some great templates, however I still wish to send out the simplest email possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t eliminate – Active Campaign How To I Add A Group Of Contacts To A List.

Active Campaign How To I Add A Group Of Contacts To A List

But, with some changes, I can make my email quite standard. I can make it instantly use up the whole window, and I can fine-tune the typography to be a little bigger, and have a little bit more prominent. The most aggravating part of ActiveCampaign’s rich text editor is adding images. Envision you’ve just typed out a great email. Active Campaign How To I Add A Group Of Contacts To A List.

You can’t simply add an image to a block of text. Instead, you need to produce two blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll need to watch on those to stay constant. That’s something to handle when you desire to add one image, but when you wish to include numerous, it becomes a big task.

They even have a standard mage editor where you can crop the image – Active Campaign How To I Add A Group Of Contacts To A List. MailChimp’s editor is the best 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 email, provided you make a standard design template first.

Active Campaign How To I Add A Group Of Contacts To A List

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign How To I Add A Group Of Contacts To A List). 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 possible time cost savings.

ConvertKit’s e-mail editing experience is really plain, but simple to navigate. Their design templates are limited, which is fine with me, however their email modifying experience is slightly much easier because you can create inline images, and you can create a totally plain e-mail, and even modify 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 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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch back and forth between numerous e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular e-mails from each of those tabs.

Active Campaign How To I Add A Group Of Contacts To A List

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 edit each one, or you can Command + Click to open each in a brand-new tab to more easily modify your entire sequence. Active Campaign How To I Add A Group Of Contacts To A List. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign How To I Add A Group Of Contacts To A List. However selecting an email marketing platform is like selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has limited division options.

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 sector by AND/OR, nevertheless MailChimp’s Pro strategy allows more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw numerous others, a few of which I have actually already discussed.

Active Campaign How To I Add A Group Of Contacts To A List

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

Active Campaign How To I Add A Group Of Contacts To A List

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added 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 particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening 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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign How To I Add A Group Of Contacts To A List.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is added to the contact A custom field is updated with a particular value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field value.

Active Campaign How To I Add A Group Of Contacts To A List

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date occurs A customized field is upgraded 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 comparison. The main way I build my list is through an email course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to construct it. Lots of online marketers build very basic e-mail series for their “e-mail courses.” A contact signs up, and then that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.

Active Campaign How To I Add A Group Of Contacts To A List

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 out all contacts a “welcome email (Active Campaign How To I Add A Group Of Contacts To A List).” 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 prepared for next week’s course, and motivate them to share it with friends.

The contact will begin 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 email 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 wish to send the exact same e-mail to every individual on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign How To I Add A Group Of Contacts To A List. Active Campaign How To I Add A Group Of Contacts To A List. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.

Active Campaign How To I Add A Group Of Contacts To A List

Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they immediately hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign How To I Add A Group Of Contacts To A List.

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, participated in, missed out on, or based upon how long 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 emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign How To I Add A Group Of Contacts To A List

Here’s an automation I got 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty 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 frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not suggest.

Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they have actually currently been eliminated from the automation utilizing a different automation) – Active Campaign How To I Add A Group Of Contacts To A List.

Active Campaign How To I Add A Group Of Contacts To A List

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