Active Campaign Schedule Meeting

Active Campaign Schedule Meeting

Active Campaign Schedule MeetingActive Campaign Schedule Meeting

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (offered in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for testing 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Schedule Meeting.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is included to the contact A custom field is updated with a certain value From there, you can create Conditions, to inspect whether the contact has a particular tag or customized field worth.

Active Campaign Schedule Meeting

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date takes place A custom-made field is updated with a certain value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I want to construct it. Lots of marketers develop extremely basic e-mail sequences for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.

Active Campaign Schedule Meeting

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

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

When I run a webinar, I do not want to send out the exact same e-mail to every person on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Schedule Meeting. Active Campaign Schedule Meeting. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.

Active Campaign Schedule Meeting

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they immediately struck the “Goal” towards completion 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 Schedule Meeting.

This enables 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, attended, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it more 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 e-mails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Schedule Meeting

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates 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 want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t recommend.

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

Active Campaign Schedule Meeting

Active Campaign Schedule MeetingActive Campaign Schedule Meeting

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 don’t have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Active Campaign Schedule Meeting. I utilized to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my e-mails?” confirmation.

Active Campaign Schedule Meeting

Active Campaign Schedule Meeting

Active Campaign Schedule MeetingActive Campaign Schedule Meeting

You can likewise see whether the conclusion rate has increased or decreased, how long it considers contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite function. It conserves me a heap of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s state you have the given name of just a few of your contacts, which is the case with my list. I typically do not require a given name to register to my list, but often I get a very first name, such as when somebody purchases an item. Would not it be great to welcome your contacts by name, in the events 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 “Visitor.” If they have a given name, I state “Hey,” and then their first name. If they do not, I just say “Hey there,” (Active Campaign Schedule Meeting). By developing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s first name.

Active Campaign Schedule Meeting

I produced a variable that’s merely %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 truly conserve me a lot of time is by enabling me use the same automation over and over once again for my webinars, and I can quickly change out all of the information.

Active Campaign Schedule MeetingActive Campaign Schedule Meeting

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

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

Active Campaign Schedule Meeting

I have actually found that really difficult to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic design template I created. The user interface for the HTML editor appears like it was pulled from some complimentary open-source task. Active Campaign Schedule Meeting.

Nevertheless, including images is a little bit of a task. You have to choose them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML email 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.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You need separate text boxes for above and listed below the image. Recently I have begun using ActiveCampaign’s rich full-screen editor. They have some nice design templates, however I still wish to send out the simplest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t eliminate – Active Campaign Schedule Meeting.

Active Campaign Schedule Meeting

However, with some changes, I can make my e-mail quite standard. I can make it immediately take up the whole window, and I can fine-tune the typography to be somewhat larger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s abundant text editor is adding images. Imagine you have actually just typed out a great e-mail. Active Campaign Schedule Meeting.

You can’t simply include an image to a block of text. Instead, you have to develop two 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 keep an eye on those to stay constant. That’s one thing to handle when you desire to include one image, however when you desire to add numerous, it ends up being a big chore.

They even have a standard mage editor where you can crop the image – Active Campaign Schedule Meeting. MailChimp’s editor is the best I’ve 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 design template initially.

Active Campaign Schedule Meeting

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign Schedule Meeting). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s email editing experience is very plain, but simple to browse. Their templates are limited, which is great with me, however their email modifying experience is slightly easier because you can develop inline images, and you can create a totally plain e-mail, and even edit the underlying HTML. If you desire to make some fast 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 e-mail. Note 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 switch back and forth in between different emails, I would intuitively be inclined open the very same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign Schedule Meeting

In the Automations section, there’s a “Handle Messages” location. From here, you can see all of the messages in each of your automations. You can modify every one, or you can Command + Click to open each in a new tab to more quickly edit your whole series. Active Campaign Schedule Meeting. Contrast that with ConvertKit’s Sequences.

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

You can integrate attributes with an AND/OR operator, and you can mix 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 perfect email marketing platform, I saw lots of others, a few of which I have actually currently mentioned.

Active Campaign Schedule Meeting

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