Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation ChecklistActive Campaign Marketing Automation Checklist

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member 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 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 details Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Marketing Automation Checklist.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can create Conditions, to examine whether the contact has a certain tag or custom field worth.

Active Campaign Marketing Automation Checklist

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date occurs A custom field is updated with a specific value You don’t create e-mails 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 e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I wish to develop it. Numerous online marketers develop really simple email sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.

It was easy to develop with ActiveCampaign, however difficult 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 methodology, I was on MailChimp.

Active Campaign Marketing Automation Checklist

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Active Campaign Marketing Automation Checklist).” The automation confirms 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” email to get the trainees ready for next week’s course, and encourage 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 out on 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t want to send out the very same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Marketing Automation Checklist. Active Campaign Marketing Automation Checklist. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.

Active Campaign Marketing Automation Checklist

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Marketing Automation Checklist.

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 for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails 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 the people who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Marketing Automation Checklist

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating 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, often you need to construct things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they’ve already been gotten rid of from the automation utilizing a separate automation) – Active Campaign Marketing Automation Checklist.

Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation ChecklistActive Campaign Marketing Automation Checklist

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 understand that they don’t have tracking allowed. This form adds a tag that I use to filter those contacts out. Active Campaign Marketing Automation Checklist. I used to include 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 an easy “do you still desire my e-mails?” verification.

Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation Checklist

Active Campaign Marketing Automation ChecklistActive Campaign Marketing Automation Checklist

You can also see whether the completion rate has increased or decreased, the length of time it considers contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It conserves me a load of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable feature.

Let’s state you have the given name of only a few of your contacts, which is the case with my list. I normally don’t need a very first name to sign up to my list, but in some cases I get a first name, such as when somebody buys an item. Wouldn’t it be nice 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 added by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and then their given name. If they do not, I just state “Hey there,” (Active Campaign Marketing Automation Checklist). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s given name.

Active Campaign Marketing Automation Checklist

I created a variable that’s merely %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 actually save me a great deal of time is by allowing me use the exact same automation over and over again for my webinars, and I can rapidly alter out all of the details.

Active Campaign Marketing Automation ChecklistActive Campaign Marketing Automation Checklist

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 rate of the item, offer terms, voucher 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 allows me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp happens to have the very best email modifying experience. I really like to send out simple emails.

Active Campaign Marketing Automation Checklist

I have actually discovered that very difficult to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I created. The interface for the HTML editor appears like it was pulled from some totally free open-source job. Active Campaign Marketing Automation Checklist.

Nevertheless, adding images is a little a chore. You need to pick them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs that you make up completely in HTML. The alternative to this, if you wish to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s abundant text editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have begun using ActiveCampaign’s rich full-screen editor. They have some good design templates, but I still want to send out the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t get rid of – Active Campaign Marketing Automation Checklist.

Active Campaign Marketing Automation Checklist

But, with some modifications, I can make my email pretty fundamental. I can make it instantly take up the entire window, and I can modify the typography to be a little bigger, and have a bit more leading. The most aggravating part of ActiveCampaign’s abundant full-screen editor is including images. Picture you’ve just typed out a great e-mail. Active Campaign Marketing Automation Checklist.

You can’t simply include an image to a block of text. Rather, you need to develop 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 keep an eye on those to stay consistent. That’s something to deal with when you desire to add one image, however when you want to add a number of, it ends up being a huge chore.

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

Active Campaign Marketing Automation Checklist

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign Marketing Automation Checklist). It would conserve me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that potential time savings.

ConvertKit’s e-mail modifying experience is really plain, however easy to browse. Their design templates are limited, which is great with me, however their email modifying experience is slightly easier because you can produce inline images, and you can create an absolutely 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 troublesome.

I’ll click on 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 suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change backward and forward in between different e-mails, I would intuitively be inclined open the same automation in various tabs, then open the respective e-mails from each of those tabs.

Active Campaign Marketing Automation Checklist

In the Automations area, there’s a “Handle Messages” location. 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 new tab to more easily edit your entire series. Active Campaign Marketing Automation Checklist. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign Marketing Automation Checklist. But choosing an email marketing platform is like selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation options.

You can combine qualities 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, nevertheless MailChimp’s Pro strategy permits more advanced segmenting, for an extra $199 a month. In my look for the ideal e-mail marketing platform, I saw lots of others, some of which I have actually already discussed.

Active Campaign Marketing Automation Checklist

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.