Active Campaign Jira

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a certain 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 Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip 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 remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Jira.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom field value.

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You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date takes place A custom field is updated with a specific value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I ‘d like to develop it. Lots of online marketers develop extremely simple email sequences for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. 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.

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Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Jira).” The automation confirms 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 students all set for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday early 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 e-mail 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 email to every person on my list. I want to send them the proper email for their level of engagement – Active Campaign Jira. Active Campaign Jira. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already bought the item I pitch in the webinar.

Active Campaign Jira

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away struck the “Goal” towards the end 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 Jira.

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 registered, went to, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

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Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform 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, one month, 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 overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I do not suggest.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation using a separate automation) – Active Campaign Jira.

Active Campaign Jira

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. Active Campaign Jira. I used to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still desire my emails?” verification.

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

Let’s say you have the first name of only a few of your contacts, which holds true with my list. I generally do not need a given name to sign up to my list, but sometimes I get a very first name, such as when someone buys a product. Would not it be good to welcome your contacts by name, in the cases when you have it? You can do this, however it’s cumbersome.

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

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I developed a variable that’s simply %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 truly conserve me a lot of time is by enabling me use the very same automation over and over again for my webinars, and I can quickly alter out all of the information.

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

And here it is in an email. This message variable enables me to quickly alter out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their email editing experience. I changed from MailChimp, and MailChimp occurs to have the very best email modifying experience. I actually like to send out basic emails.

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I’ve found that really hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental design template I created. The interface for the HTML editor appears like it was pulled from some totally free open-source job. Active Campaign Jira.

Nevertheless, adding images is a little bit of a task. You need to select them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs 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 sneak peek on the side.

Adding images to ActiveCampaign’s rich text editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some nice templates, however I still want to send out the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t eliminate – Active Campaign Jira.

Active Campaign Jira

However, with some adjustments, I can make my email pretty basic. I can make it instantly take up the entire window, and I can tweak the typography to be slightly bigger, and have a bit more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is including images. Imagine you’ve just typed out a terrific e-mail. Active Campaign Jira.

You can’t simply include an image to a block of text. Instead, you need to develop 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format modifications, you’ll need to keep an eye on those to stay consistent. That’s one thing to handle when you wish to add one image, however when you wish to add numerous, it ends up being a huge task.

They even have a basic mage editor where you can crop the image – Active Campaign Jira. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can create a truly plain email, provided you make a fundamental design template first.

Active Campaign Jira

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

ConvertKit’s e-mail modifying experience is extremely plain, however easy to navigate. Their templates are restricted, which is great with me, however their e-mail editing experience is slightly easier because you can develop inline images, and you can create an absolutely plain email, and even modify the underlying HTML. If you wish to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an email, 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 wanted to change backward and forward in between different e-mails, I would intuitively be inclined open the very same automation in different tabs, then open the particular e-mails from each of those tabs.

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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 new tab to more quickly modify your entire sequence. Active Campaign Jira. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign Jira. However choosing an email marketing platform is like choosing a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division alternatives.

You can integrate attributes with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only section by AND/OR, however MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw lots of others, a few of which I’ve currently mentioned.

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ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are a lot easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their divisions choices aren’t as sophisticated either. They also don’t have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.