Active Campaign Intro Guide

Active Campaign Intro Guide

Active Campaign Intro GuideActive Campaign Intro Guide

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 sends a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are offered 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 objective’s location 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Intro Guide.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is included to the contact A custom-made field is updated with a certain worth From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field worth.

Active Campaign Intro Guide

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date takes place A customized 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 comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to construct it. Many marketers develop extremely basic e-mail series for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Intro Guide

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Intro Guide).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till 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 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 e-mail 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 do not wish to send out the very same email to every individual on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign Intro Guide. Active Campaign Intro Guide. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently bought the item I pitch in the webinar.

Active Campaign Intro Guide

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Intro Guide.

This allows 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, participated in, missed, 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 more likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Active Campaign Intro Guide

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, 30 days, 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 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 option. However, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t recommend.

Some subscribers do not have actually 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 one email 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 email (if they already clicked the confirmation link in the previous email, they’ve already been eliminated from the automation utilizing a different automation) – Active Campaign Intro Guide.

Active Campaign Intro Guide

Active Campaign Intro GuideActive Campaign Intro Guide

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me understand that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Active Campaign Intro Guide. I used to add this tag when they clicked on 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 desire my emails?” confirmation.

Active Campaign Intro Guide

Active Campaign Intro Guide

Active Campaign Intro GuideActive Campaign Intro Guide

You can also see whether the completion rate has increased or reduced, how long 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 function. It saves me a load of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s state you have the given name of only some of your contacts, which is the case with my list. I usually do not require a given name to sign up to my list, however sometimes I get a first name, such as when somebody purchases an item. Wouldn’t it be good to greet your contacts by name, in the events 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 first name, I say “Hey,” and then their given name. If they do not, I simply state “Hey there,” (Active Campaign Intro Guide). By constructing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s very first name.

Active Campaign Intro Guide

I developed 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 actually save me a great deal 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 information.

Active Campaign Intro GuideActive Campaign Intro Guide

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 rate of the item, deal terms, voucher code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule changes or deal changes.

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 happens to have the very best email editing experience. I truly like to send basic emails.

Active Campaign Intro Guide

I’ve found that really hard to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I developed. The user interface for the HTML editor appears like it was pulled from some totally free open-source task. Active Campaign Intro Guide.

However, including images is a little a task. You need to choose them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you compose completely in HTML. The alternative to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich text editor is a clunky experience. You require different text boxes for above and listed below the image. Lately I have actually started using ActiveCampaign’s rich full-screen editor. They have some nice templates, but I still desire to send out the plainest email possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t eliminate – Active Campaign Intro Guide.

Active Campaign Intro Guide

However, with some adjustments, I can make my email pretty basic. I can make it automatically use up the entire window, and I can fine-tune the typography to be somewhat bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich text editor is adding images. Imagine you’ve simply typed out a fantastic email. Active Campaign Intro Guide.

You can’t just add an image to a block of text. Instead, you need to create two 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 keep an eye on those to stay constant. That’s one thing to handle when you wish to add one image, but when you desire to add numerous, it ends up being a big task.

They even have a basic mage editor where you can crop the image – Active Campaign Intro Guide. MailChimp’s editor is the very best 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 develop a really plain e-mail, provided you make a fundamental design template initially.

Active Campaign Intro Guide

MailChimp’s integrated image editor is very effective. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (Active Campaign Intro Guide). It would save me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s e-mail modifying experience is really plain, but simple to browse. Their design templates are limited, which is fine with me, but their email modifying experience is a little much easier because you can produce inline images, and you can develop an absolutely plain email, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an e-mail, 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change back and forth in between numerous emails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular e-mails from each of those tabs.

Active Campaign Intro Guide

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 new tab to more quickly modify your entire sequence. Active Campaign Intro Guide. Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Intro Guide. However choosing an e-mail marketing platform is like selecting a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

You can integrate attributes 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, however MailChimp’s Pro plan permits more sophisticated segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw many others, some of which I have actually currently pointed out.

Active Campaign Intro Guide

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 versatile as ActiveCampaign’s, and their divisions options aren’t as advanced either. They also do not have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.