Active Campaign Migration

Active Campaign Migration

Active Campaign MigrationActive Campaign Migration

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (readily available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send out an email Notify 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 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 Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Migration.

Contrast with ConvertKit‘s Automations, which are more minimal. 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 customized field is updated with a certain worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom-made field value.

Active Campaign Migration

You can also develop 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 makes a purchase A date occurs A customized field is upgraded with a specific worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I ‘d like to build it. Lots of marketers develop really basic email series for their “email courses.” A contact indications up, and after that that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

Active Campaign Migration

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Migration).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees all set for next week’s course, and motivate them to share it with friends.

The contact will begin getting lessons the following Monday 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 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 same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – Active Campaign Migration. Active Campaign Migration. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently bought the product I pitch in the webinar.

Active Campaign Migration

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Migration.

This enables me to customize 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, attended, missed, or based upon the length of time they remained in the webinar. These tags can then activate 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 emails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Migration

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform 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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate 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 among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they have actually already been removed from the automation utilizing a separate automation) – Active Campaign Migration.

Active Campaign Migration

Active Campaign MigrationActive Campaign Migration

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. Active Campaign Migration. I utilized to include 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 a simple “do you still want my emails?” confirmation.

Active Campaign Migration

Active Campaign Migration

Active Campaign MigrationActive Campaign Migration

You can likewise see whether the conclusion rate has increased or decreased, how long it takes for contacts to reach that goal, 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 saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s state you have the very first name of only some of your contacts, which holds true with my list. I typically do not need a given name to register to my list, but sometimes I get a first name, such as when someone purchases an item. Would not it be good to welcome your contacts by name, in the events 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 “Visitor.” If they have a first name, I state “Hey,” and after that their very first name. If they don’t, I just state “Hey there,” (Active Campaign Migration). By building a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether or not I have the contact’s first name.

Active Campaign Migration

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a lot of time is by allowing me utilize the exact same automation over and over again for my webinars, and I can rapidly alter out all of the details.

Active Campaign MigrationActive Campaign Migration

Here vary 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, offer terms, voucher code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule modifications or deal modifications.

And here it is in an email. This message variable enables me to quickly change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp happens to have the finest email editing experience. I really like to send out easy e-mails.

Active Campaign Migration

I have actually found that very hard to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I produced. The user interface for the HTML editor looks like it was pulled from some free open-source job. Active Campaign Migration.

Nevertheless, including images is a little bit of a task. You need to pick them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you make up entirely in HTML. The alternative to this, if you want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich text editor is a cumbersome experience. You require different text boxes for above and below the image. Lately I have actually started utilizing ActiveCampaign’s abundant text editor. They have some great design templates, however I still want to send out the simplest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t get rid of – Active Campaign Migration.

Active Campaign Migration

However, with some changes, I can make my e-mail quite basic. I can make it instantly use up the entire window, and I can fine-tune the typography to be a little larger, and have a little more leading. The most frustrating part of ActiveCampaign’s abundant text editor is adding images. Imagine you have actually just typed out a terrific e-mail. Active Campaign Migration.

You can’t just add an image to a block of text. Rather, you have to create 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting modifications, you’ll have to watch on those to remain consistent. That’s one thing to deal with when you desire to add one image, however when you want to add several, it ends up being a big chore.

They even have a standard mage editor where you can crop the image – Active Campaign Migration. 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 create a really plain e-mail, offered you make a fundamental design template initially.

Active Campaign Migration

MailChimp’s integrated image editor is exceptionally effective. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign Migration). 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 possible time savings.

ConvertKit’s e-mail editing experience is really plain, however simple to navigate. Their templates are restricted, which is great with me, however their email editing experience is slightly much easier in that you can develop inline images, and you can create a totally plain e-mail, 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 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 meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to switch backward and forward in between numerous emails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective e-mails from each of those tabs.

Active Campaign Migration

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 edit every one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole series. Active Campaign Migration. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign Migration. However choosing an email marketing platform resembles selecting a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted division choices.

You can integrate qualities 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 segment by AND/OR, however MailChimp’s Pro strategy allows more advanced segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw numerous others, a few of which I’ve already mentioned.

Active Campaign Migration

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations options aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.