Active Campaign Sandbox

Active Campaign Sandbox

Active Campaign SandboxActive Campaign Sandbox

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site alternatives (offered in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send out an email Inform a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the goal’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 information Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Active Campaign Sandbox.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a type The contact purchases A tag is added to the contact A custom field is upgraded with a particular worth From there, you can create Conditions, to check whether the contact has a specific tag or custom field worth.

Active Campaign Sandbox

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date occurs A custom-made field is upgraded with a certain value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method 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 want to construct it. Many marketers develop really easy email sequences for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Sandbox

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Sandbox).” The automation verifies 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” email to get the students prepared for next week’s course, and motivate them to share it with pals.

The contact will begin 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 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 want to send the exact same email to everyone on my list. I desire to send them the appropriate email for their level of engagement – Active Campaign Sandbox. Active Campaign Sandbox. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.

Active Campaign Sandbox

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” toward the end 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 Sandbox.

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 include tags based upon whether the contact registered, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Active Campaign Sandbox

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not recommend.

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

Active Campaign Sandbox

Active Campaign SandboxActive Campaign Sandbox

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign Sandbox. I used to include this tag when they clicked a link, but 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?” verification.

Active Campaign Sandbox

Active Campaign Sandbox

Active Campaign SandboxActive Campaign Sandbox

You can likewise see whether the conclusion rate has actually increased or decreased, 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 objective. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a lot of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable function.

Let’s say you have the first name of only a few of your contacts, which holds true with my list. I usually don’t need a given name to register to my list, but in some cases I get a given name, such as when someone purchases a product. Would not it be great to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and then their very first name. If they don’t, I simply state “Hey there,” (Active Campaign Sandbox). By developing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether or not I have the contact’s given name.

Active Campaign Sandbox

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really conserve me a lot of time is by allowing me use the exact same automation over and over again for my webinars, and I can rapidly change out all of the details.

Active Campaign SandboxActive Campaign Sandbox

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 price 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 modifications or deal modifications.

And here it is in an email. This message variable allows me to easily change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp occurs to have the best e-mail editing experience. I really like to send basic e-mails.

Active Campaign Sandbox

I’ve discovered that really 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 utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental template I created. The user interface for the HTML editor appears like it was pulled from some totally free open-source task. Active Campaign Sandbox.

Nevertheless, including images is a little a task. You have to choose them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you make up entirely 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.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You need separate text boxes for above and below the image. Lately I have begun utilizing ActiveCampaign’s abundant text editor. They have some great design templates, but I still desire 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 get rid of – Active Campaign Sandbox.

Active Campaign Sandbox

But, with some modifications, I can make my email pretty standard. I can make it instantly use up the entire window, and I can modify the typography to be slightly bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is adding images. Envision you have actually just typed out an excellent e-mail. Active Campaign Sandbox.

You can’t simply add an image to a block of text. Instead, you have to develop 2 blocks of text: one for prior to 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 remain constant. That’s something to handle when you wish to include one image, however when you desire to include numerous, it ends up being a big task.

They even have a standard mage editor where you can crop the image – Active Campaign Sandbox. MailChimp’s editor is the finest I have actually seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a really plain e-mail, offered you make a basic design template first.

Active Campaign Sandbox

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

ConvertKit’s email modifying experience is extremely plain, however easy to navigate. Their templates are restricted, which is fine with me, but their email modifying experience is a little easier in that you can produce inline images, and you can develop a completely plain email, and even edit the underlying HTML. If you wish to make some quick edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an email, and it takes me to the editor for that e-mail. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to change back and forth in between numerous emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the particular e-mails from each of those tabs.

Active Campaign Sandbox

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

Again, it would save me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign Sandbox. However choosing an e-mail marketing platform resembles selecting a spouse. ActiveCampaign makes up for 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 restricted division choices.

You can combine 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 strategy enables more advanced segmenting, for an additional $199 a month. In my search for the ideal e-mail marketing platform, I saw many others, some of which I have actually already pointed out.

Active Campaign Sandbox

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 segmentations options aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.