Active Campaign How To Videos

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

You can also see whether the conclusion rate has increased or decreased, the length of time 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 feature. 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 state you have the given name of only a few of your contacts, which is the case with my list. I typically do not require a first name to sign up to my list, however in some cases I get a first name, such as when somebody buys an item. Wouldn’t 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 also filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and then their very first name. If they do not, I simply state “Hey there,” (Active Campaign How To Videos). By constructing a Message Variable in ActiveCampaign, I can easily change my greeting according to whether or not I have the contact’s very first name.

Active Campaign How To Videos

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the email. 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 enabling me use the same automation over and over once again for my webinars, and I can quickly change out all of the details.

Active Campaign How To VideosActive Campaign How To Videos

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of various variables here, such as the date and time of the webinar, the cost of the product, 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 deal changes.

And here it remains 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 changed from MailChimp, and MailChimp takes place to have the very best e-mail editing experience. I really like to send simple e-mails.

Active Campaign How To Videos

I have actually found that extremely difficult to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long 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 looks like it was pulled from some totally free open-source job. Active Campaign How To Videos.

However, adding images is a little bit of a chore. You have to pick 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 option to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a clunky experience. You need separate text boxes for above and listed below the image. Recently I have actually started utilizing ActiveCampaign’s abundant full-screen editor. They have some good design templates, but I still desire to send out the simplest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t remove – Active Campaign How To Videos.

Active Campaign How To Videos

However, with some adjustments, I can make my e-mail pretty standard. I can make it automatically use up the entire window, and I can tweak the typography to be slightly larger, and have a little bit more prominent. The most aggravating part of ActiveCampaign’s rich text editor is adding images. Envision you have actually just typed out a terrific e-mail. Active Campaign How To Videos.

You can’t just add an image to a block of text. Rather, you have to create two blocks of text: one for before the image, and one for after the image. If you have actually made any formatting modifications, you’ll have to watch on those to stay constant. That’s something to handle when you want to include one image, but when you desire to include several, it ends up being a huge task.

They even have a fundamental mage editor where you can crop the image – Active Campaign How To Videos. 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 produce a genuinely plain email, supplied you make a standard design template initially.

Active Campaign How To Videos

MailChimp’s built-in image editor is extremely effective. 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 Videos). It would conserve me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than offset that potential time cost savings.

ConvertKit’s email editing experience is extremely plain, however simple to navigate. Their design templates are limited, which is fine with me, but their e-mail editing experience is somewhat simpler because you can create inline images, and you can produce a completely plain e-mail, and even modify the underlying HTML. If you desire to make some quick 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 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 wished to change back and forth in between different e-mails, I would intuitively be inclined open the very same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign How To Videos

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 quickly edit your whole sequence. Active Campaign How To Videos. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign How To Videos. But picking an e-mail marketing platform resembles picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor 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 mix 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 advanced segmenting, for an extra $199 a month. In my look for the perfect email marketing platform, I saw many others, some of which I’ve currently pointed out.

Active Campaign How To Videos

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much easier to develop, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as sophisticated either. They also do not have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

Active Campaign How To Videos

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip 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 details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Active Campaign How To Videos.

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

Active Campaign How To Videos

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date happens A customized field is upgraded with a particular worth You don’t produce 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 simple for me to build my e-mail course exactly how I ‘d like to build it. Many marketers build really easy email series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail 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 early morning. When I first attempted this method, I was on MailChimp.

Active Campaign How To Videos

Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign How To Videos).” The automation validates 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” email to get the students ready for next week’s course, and motivate them to share it with buddies.

The contact will start 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 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 desire to send the very same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Active Campaign How To Videos. Active Campaign How To Videos. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already purchased the item I pitch in the webinar.

Active Campaign How To Videos

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Goal” towards the end 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 Videos.

This allows me to tailor 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, attended, missed, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, 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” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign How To Videos

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 separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not recommend.

Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send out 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 email (if they already clicked the verification link in the previous email, they have actually already been removed from the automation utilizing a separate automation) – Active Campaign How To Videos.

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

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

Active Campaign How To Videos

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

You can likewise see whether the completion rate has increased or reduced, the length of time it considers contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a load of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the given name of just a few of your contacts, which is the case with my list. I generally don’t require a given name to register to my list, but sometimes I get a first name, such as when someone buys a product. Would not it be great to welcome your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

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

Active Campaign How To Videos

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it appears in the email. If I do not 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 once again for my webinars, and I can rapidly change out all of the details.

Active Campaign How To VideosActive Campaign How To Videos

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

And here it remains in an email. This message variable enables me to easily change out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp takes place to have the best email editing experience. I truly like to send out basic e-mails.

Active Campaign How To Videos

I’ve discovered that extremely difficult to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long 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 looks like it was pulled from some complimentary open-source project. Active Campaign How To Videos.

Nevertheless, including images is a bit of a task. You have to choose them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor requires that you make up completely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You need different text boxes for above and listed below the image. Lately I have actually started using ActiveCampaign’s abundant full-screen editor. They have some nice templates, however I still want to send out the simplest e-mail possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t get rid of – Active Campaign How To Videos.

Active Campaign How To Videos

But, with some modifications, I can make my e-mail pretty basic. I can make it automatically use up the whole window, and I can modify the typography to be a little larger, and have a bit more leading. The most frustrating part of ActiveCampaign’s abundant text editor is adding images. Envision you have actually just typed out a terrific email. Active Campaign How To Videos.

You can’t simply add an image to a block of text. Rather, you have to create 2 blocks of text: one for before the image, and one for after the image. If you have actually made any format modifications, you’ll have to watch on those to remain constant. That’s one thing to deal with when you desire to include one image, but when you wish to add a number of, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – Active Campaign How To Videos. MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can create a truly plain email, offered you make a standard design template initially.

Active Campaign How To Videos

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

ConvertKit’s email modifying experience is extremely plain, however easy to browse. Their templates are restricted, which is great with me, however their e-mail editing experience is a little easier because you can create inline images, and you can produce an absolutely plain e-mail, and even modify the underlying HTML. If you want to make some quick edits to some e-mails 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 desired to change back and forth between different emails, I would intuitively be inclined open the exact same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign How To Videos

In the Automations section, there’s a “Handle 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 brand-new tab to more quickly edit your entire sequence. Active Campaign How To Videos. Contrast that with ConvertKit’s Series.

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

You can integrate 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 section by AND/OR, however MailChimp’s Pro plan enables more advanced segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw lots of others, a few of which I’ve currently mentioned.

Active Campaign How To Videos

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions 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 Videos

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform a group 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 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 website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign How To Videos.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is included to the contact A custom-made field is updated with a specific value From there, you can create Conditions, to check whether the contact has a certain tag or customized field value.

Active Campaign How To Videos

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 gotten rid of The contact buys A date happens A customized field is updated with a certain value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I ‘d like to develop it. Many marketers develop really basic e-mail series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My email course is manually 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 tried this methodology, I was on MailChimp.

Active Campaign How To Videos

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign How To Videos).” 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 out a “pump up” e-mail to get the trainees prepared 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 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 don’t wish to send out the same email to every person on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign How To Videos. Active Campaign How To Videos. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the item I pitch in the webinar.

Active Campaign How To Videos

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly struck the “Goal” towards 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 Videos.

This enables me to customize 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, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it more 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 emails to get to the individuals who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

Active Campaign How To Videos

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 adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a separate 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 at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I do not recommend.

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

Active Campaign How To Videos

Active Campaign How To VideosActive Campaign How To Videos

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