Active Campaign Learning

Active Campaign Learning

Active Campaign LearningActive Campaign Learning

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 details Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Learning.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom-made field worth.

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You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date takes place A custom-made field is updated with a certain worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I want to construct it. Many marketers build extremely basic email series for their “email courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday morning. When I first tried this method, I was on MailChimp.

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Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Learning).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until 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 pals.

The contact will start 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 early 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 every individual on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Learning. Active Campaign Learning. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently purchased the item I pitch in the webinar.

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Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they right away hit the “Goal” toward 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 Learning.

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 signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

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Here’s an automation I got 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 includes new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t advise.

Some customers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they’ve already been removed from the automation using a different automation) – Active Campaign Learning.

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The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they do not have tracking allowed. This type includes a tag that I use to filter those contacts out. Active Campaign Learning. I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my e-mails?” confirmation.

Active Campaign Learning

Active Campaign Learning

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You can also see whether the conclusion rate has increased or decreased, for how long it takes for contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent function.

Let’s say you have the given name of just some of your contacts, which holds true with my list. I usually don’t need a very first name to register to my list, however in some cases I get a first name, such as when somebody 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, however it’s troublesome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and then their first name. If they don’t, I just state “Hey there,” (Active Campaign Learning). By building a Message Variable in ActiveCampaign, I can easily alter 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 email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a lot of time is by enabling me utilize the same automation over and over once again for my webinars, and I can rapidly change out all of the information.

Active Campaign LearningActive Campaign Learning

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

And here it is in an e-mail. This message variable enables me to easily alter out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp occurs to have the best e-mail editing experience. I truly like to send out simple emails.

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I have actually found that very difficult to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental template I created. The user interface for the HTML editor looks like it was pulled from some complimentary open-source job. Active Campaign Learning.

However, adding images is a little bit of a chore. You need to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up totally 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.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You require different text boxes for above and below the image. Lately I have begun utilizing ActiveCampaign’s abundant full-screen editor. They have some nice design templates, but 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 minimal formatting, which you can’t get rid of – Active Campaign Learning.

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However, with some adjustments, I can make my e-mail quite standard. I can make it immediately use up the entire window, and I can tweak the typography to be slightly larger, and have a little bit more prominent. The most frustrating part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you have actually just typed out a terrific email. Active Campaign Learning.

You can’t merely add an image to a block of text. Instead, you need to produce two blocks of text: one for before the image, and one for after the image. If you’ve made any formatting changes, you’ll need to keep an eye on those to stay constant. That’s one thing to deal with when you wish to include one image, however when you want to add several, it becomes a huge task.

They even have a basic mage editor where you can crop the image – Active Campaign Learning. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can create a truly plain e-mail, supplied you make a basic template initially.

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MailChimp’s built-in 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 Learning). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s email modifying experience is really plain, but simple to browse. Their design templates are limited, which is great with me, however their email modifying experience is slightly much easier in that you can create inline images, and you can develop an absolutely plain e-mail, and even edit the underlying HTML. If you desire to make some quick edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an email, 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 indicated 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 various tabs, then open the particular emails from each of those tabs.

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In the Automations section, there’s a “Manage 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 easily modify your whole sequence. Active Campaign Learning. Contrast that with ConvertKit’s Series.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign Learning. However picking an e-mail marketing platform is like picking a spouse. 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 combine qualities with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw many others, a few of which I have actually already discussed.

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