Active Campaign Import With Tags

Active Campaign Import With Tags

Active Campaign Import With TagsActive Campaign Import With Tags

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

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Inform an employee 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Import With Tags.

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

Active Campaign Import With Tags

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date takes place A custom-made field is updated with a certain value You do not create e-mails in ConvertKit’s Automations.

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

It was easy to construct with ActiveCampaign, but difficult 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 morning. When I initially tried this methodology, I was on MailChimp.

Active Campaign Import With Tags

Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Import With Tags).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and encourage them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration 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 wish to send the same e-mail to everyone on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Import With Tags. Active Campaign Import With Tags. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the item I pitch in the webinar.

Active Campaign Import With Tags

Then it sends a series of e-mails to get them interested in the webinar, and to motivate 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 sign up, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Import With Tags.

This allows 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, went to, missed, or based upon how long they stayed 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 promos tab. People who do not open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Import With Tags

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, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not advise.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish 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 currently clicked the verification link in the previous e-mail, they have actually currently been removed from the automation utilizing a separate automation) – Active Campaign Import With Tags.

Active Campaign Import With Tags

Active Campaign Import With TagsActive Campaign Import With Tags

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. Active Campaign Import With Tags. I used to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my e-mails?” confirmation.

Active Campaign Import With Tags

Active Campaign Import With Tags

Active Campaign Import With TagsActive Campaign Import With Tags

You can likewise see whether the completion rate has increased or decreased, for how long it takes for contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred 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 say you have the very first name of only some of your contacts, which holds true with my list. I typically don’t need a first name to sign up to my list, but in some cases I get a given name, such as when somebody purchases a product. Wouldn’t it be great to greet your contacts by name, in the events 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 given name, I state “Hey,” and after that their first name. If they do not, I simply say “Hey there,” (Active Campaign Import With Tags). By constructing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s very first name.

Active Campaign Import With Tags

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the email. 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 allowing me utilize the exact same automation over and over again for my webinars, and I can quickly change out all of the information.

Active Campaign Import With TagsActive Campaign Import With Tags

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 price of the item, offer 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 email. This message variable allows me to quickly change out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp occurs to have the finest email modifying experience. I really like to send simple emails.

Active Campaign Import With Tags

I’ve discovered that really hard to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic template I produced. The user interface for the HTML editor looks like it was pulled from some complimentary open-source job. Active Campaign Import With Tags.

However, including images is a little a chore. You have to choose them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you make up completely 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.

Including images to ActiveCampaign’s abundant text editor is a clunky experience. You require separate text boxes for above and below the image. Lately I have begun utilizing ActiveCampaign’s rich text editor. They have some great design templates, but I still wish to send the plainest email possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t remove – Active Campaign Import With Tags.

Active Campaign Import With Tags

But, with some adjustments, I can make my e-mail pretty standard. I can make it automatically use up the whole window, and I can modify the typography to be slightly larger, and have a bit more leading. The most discouraging part of ActiveCampaign’s rich text editor is including images. Envision you have actually simply typed out a terrific email. Active Campaign Import With Tags.

You can’t merely add an image to a block of text. Instead, you need to develop two blocks of text: one for before the image, and one for after the image. If you have actually made any format changes, you’ll have to watch on those to stay consistent. That’s something to deal with when you want to include one image, but when you wish to add a number of, it becomes a big task.

They even have a standard mage editor where you can crop the image – Active Campaign Import With Tags. MailChimp’s editor is the finest I have actually seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can produce a truly plain e-mail, offered you make a standard design template first.

Active Campaign Import With Tags

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 Import With Tags). It would conserve me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time cost savings.

ConvertKit’s email editing experience is really plain, however easy to browse. Their templates are restricted, which is great with me, however their email modifying experience is a little simpler in that you can produce inline images, and you can develop an absolutely plain email, 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 cumbersome.

I’ll click an e-mail, and it takes me to the editor for that email. Note that I can’t even Command + Click to open it in another tab. Whether they implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to switch back and forth in between various e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular emails from each of those tabs.

Active Campaign Import With Tags

In the Automations section, there’s a “Manage Messages” area. From here, you can see all of the messages in each of your automations. You can modify each one, or you can Command + Click to open each in a brand-new tab to more quickly modify your whole series. Active Campaign Import With Tags. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign Import With Tags. However picking an email marketing platform resembles picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited division choices.

You can integrate attributes 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, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an extra $199 a month. In my look for the perfect e-mail marketing platform, I saw numerous others, some of which I’ve already mentioned.

Active Campaign Import With Tags

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much simpler to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.