Active Campaign Podio

Active Campaign Podio

Active Campaign PodioActive Campaign Podio

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the goal’s place 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 Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Podio.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is included to the contact A customized field is upgraded with a particular value From there, you can produce Conditions, to check whether the contact has a particular tag or customized field worth.

Active Campaign Podio

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date takes place A custom field is updated with a specific worth You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I wish to construct it. Lots of marketers develop extremely easy email series for their “e-mail courses.” A contact register, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign Podio

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Podio).” 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 trainees ready for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send out the exact same e-mail to every person on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign Podio. Active Campaign Podio. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

Active Campaign Podio

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Podio.

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 registered, attended, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign Podio

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

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not advise.

Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they’ve already been eliminated from the automation utilizing a separate automation) – Active Campaign Podio.

Active Campaign Podio

Active Campaign PodioActive Campaign Podio

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 know that they don’t have tracking allowed. This form includes a tag that I use to filter those contacts out. Active Campaign Podio. I utilized 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 just send out an easy “do you still want my emails?” confirmation.

Active Campaign Podio

Active Campaign Podio

Active Campaign PodioActive Campaign Podio

You can likewise see whether the conclusion rate has increased or reduced, for how long 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 function. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s say you have the given name of just some of your contacts, which is the case with my list. I typically do not need a first name to register to my list, however sometimes I get a first name, such as when someone purchases a product. Would not it be great to welcome your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and then their given name. If they do not, I simply state “Hey there,” (Active Campaign Podio). 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.

Active Campaign Podio

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it shows up 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 enabling me use the same automation over and over once again for my webinars, and I can rapidly alter out all of the details.

Active Campaign PodioActive Campaign Podio

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

And here it remains in an email. This message variable allows me to quickly change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp takes place to have the very best email editing experience. I truly like to send simple emails.

Active Campaign Podio

I have actually discovered that extremely tough to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard template I created. The interface for the HTML editor appears like it was pulled from some complimentary open-source job. Active Campaign Podio.

However, adding images is a little a task. You have to choose 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 desire to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich text editor is a cumbersome experience. You need separate text boxes for above and listed below the image. Lately I have begun utilizing ActiveCampaign’s abundant text editor. They have some nice design templates, but I still want to send the plainest email possible. They do have some plain-looking emails, however they have some degree of minimal formatting, which you can’t eliminate – Active Campaign Podio.

Active Campaign Podio

But, with some changes, I can make my e-mail pretty standard. I can make it immediately use up the whole window, and I can tweak the typography to be a little bigger, and have a little bit more leading. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Imagine you’ve simply typed out a terrific e-mail. Active Campaign Podio.

You can’t just include an image to a block of text. Rather, you have to produce 2 blocks of text: one for before the image, and one for after the image. If you’ve made any formatting modifications, you’ll have to watch on those to stay constant. That’s something to handle when you want to add one image, but when you desire to include numerous, it ends up being a big chore.

They even have a fundamental mage editor where you can crop the image – Active Campaign Podio. 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 develop a genuinely plain email, supplied you make a fundamental template first.

Active Campaign Podio

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

ConvertKit’s email editing experience is really plain, however simple to navigate. Their design templates are limited, which is fine with me, however their e-mail modifying experience is somewhat much easier in that you can develop inline images, and you can develop a completely plain e-mail, and even edit 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 on an e-mail, and it takes me to the editor for that e-mail. Note that I can’t even Command + Click to open it in another tab. Whether they meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to change backward and forward in between various e-mails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign Podio

In the Automations section, there’s a “Manage Messages” area. 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 new tab to more quickly modify your whole series. Active Campaign Podio. Contrast that with ConvertKit’s Series.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign Podio. But choosing an email marketing platform is like choosing a partner. ActiveCampaign makes up for 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 segmentation options.

You can integrate attributes with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my search for the ideal email marketing platform, I saw numerous others, a few of which I have actually currently pointed out.

Active Campaign Podio

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 versatile as ActiveCampaign’s, and their segmentations alternatives aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.