Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind 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 an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the goal’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Send Leads To Team.

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

Active Campaign How To Send Leads To Team

You can also develop 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 purchases A date takes place A custom-made field is upgraded with a specific worth You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to construct it. Lots of online marketers develop very basic e-mail sequences for their “email courses.” A contact signs up, and then that contact instantly starts getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

Active Campaign How To Send Leads To Team

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

The contact will begin getting lessons the following Monday 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the very same e-mail to everyone on my list. I desire to send them the suitable email for their level of engagement – Active Campaign How To Send Leads To Team. Active Campaign How To Send Leads To Team. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already acquired the product I pitch in the webinar.

Active Campaign How To Send Leads To Team

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” towards the end 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 Send Leads To Team.

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 include tags based upon whether the contact registered, participated in, missed, 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 more most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other emails to get to the individuals who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

Active Campaign How To Send Leads To Team

Here’s an automation I obtained 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 includes new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating at first, 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, in some cases you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire 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 explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation utilizing a separate automation) – Active Campaign How To Send Leads To Team.

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

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 made it possible for. This kind adds a tag that I use to filter those contacts out. Active Campaign How To Send Leads To Team. I used to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” verification.

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

You can also see whether the completion rate has actually increased or reduced, the length of time it takes for 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 saves me a heap of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the very first name of only some of your contacts, which holds true with my list. I usually do not need a first 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 greet your contacts by name, in the cases when you have it? You can do this, but 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 then their given name. If they do not, I simply state “Hey there,” (Active Campaign How To Send Leads To Team). By constructing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s first name.

Active Campaign How To Send Leads To Team

I produced 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 truly conserve me a great deal of time is by enabling me utilize the exact same automation over and over once again for my webinars, and I can quickly change out all of the details.

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

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, offer terms, voucher 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 is in an e-mail. This message variable enables me to easily change 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 happens to have the best e-mail modifying experience. I really like to send out basic e-mails.

Active Campaign How To Send Leads To Team

I’ve discovered that extremely difficult to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard design template I developed. The user interface for the HTML editor appears like it was pulled from some totally free open-source job. Active Campaign How To Send Leads To Team.

Nevertheless, including images is a little a chore. You need to pick them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you make up totally 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.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need different text boxes for above and listed below the image. Lately I have begun utilizing ActiveCampaign’s rich text editor. They have some nice templates, however I still wish to send out the simplest e-mail possible. They do have some plain-looking emails, however they have some degree of minimal formatting, which you can’t remove – Active Campaign How To Send Leads To Team.

Active Campaign How To Send Leads To Team

However, with some adjustments, I can make my e-mail pretty standard. I can make it automatically take up the entire window, and I can tweak the typography to be a little larger, and have a little more prominent. The most aggravating part of ActiveCampaign’s abundant text editor is adding images. Picture you’ve simply typed out a great e-mail. Active Campaign How To Send Leads To Team.

You can’t merely add an image to a block of text. Instead, you have to create 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 watch on those to stay consistent. That’s one thing to deal with when you desire to add one image, however when you wish to add a number of, it becomes a big task.

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

Active Campaign How To Send Leads To Team

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

ConvertKit’s email editing experience is very plain, however easy to browse. Their design templates are restricted, which is fine with me, however their e-mail editing experience is slightly much easier in that you can develop inline images, and you can develop a totally 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 email, 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 wished to change backward and forward between different e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective e-mails from each of those tabs.

Active Campaign How To Send Leads To Team

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 modify every one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole series. Active Campaign How To Send Leads To Team. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign How To Send Leads To Team. However selecting an e-mail marketing platform resembles selecting a spouse. ActiveCampaign makes up for 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 actually restricted segmentation choices.

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, however MailChimp’s Pro plan allows more sophisticated segmenting, for an extra $199 a month. In my search for the best e-mail marketing platform, I saw lots of others, a few of which I have actually already discussed.

Active Campaign How To Send Leads To Team

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.