Active Campaign Scheduling

Active Campaign Scheduling

Active Campaign SchedulingActive Campaign Scheduling

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site alternatives (available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’s place in the automation.) Start or end another automation, or end the present 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 Custom-made Audience management are all “Pro” functions – Active Campaign Scheduling.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact purchases A tag is contributed to the contact A custom field is upgraded with a particular worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or customized field worth.

Active Campaign Scheduling

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date takes place A custom field is upgraded with a specific value You don’t develop emails in ConvertKit’s Automations.

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

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. 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 starts each Monday morning. When I first attempted this approach, I was on MailChimp.

Active Campaign Scheduling

Here’s the automation I utilize to invite brand-new students 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 Scheduling).” The automation verifies 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” e-mail to get the students ready for next week’s course, and encourage 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 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 impossible for me to automate this with MailChimp.

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

Active Campaign Scheduling

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they immediately hit the “Objective” towards 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 Scheduling.

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 signed up, attended, missed, or based upon how long they stayed 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. People who don’t open my e-mails make it harder for other emails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Active Campaign Scheduling

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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not suggest.

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

Active Campaign Scheduling

Active Campaign SchedulingActive Campaign Scheduling

The automation then unsubscribes them. My emails 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 kind includes a tag that I use to filter those contacts out. Active Campaign Scheduling. I utilized to add this tag when they clicked a link, but 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?” verification.

Active Campaign Scheduling

Active Campaign Scheduling

Active Campaign SchedulingActive Campaign Scheduling

You can likewise see whether the completion rate has increased or decreased, the length of time it takes for 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 preferred feature. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s say you have the first name of just some of your contacts, which holds true with my list. I generally don’t need a given name to register to my list, however in some cases I get a very first name, such as when somebody purchases an item. Would not it be nice to welcome your contacts by name, in the cases when you have it? You can do this, however it’s troublesome.

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

Active Campaign Scheduling

I created a variable that’s simply %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 really 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 information.

Active Campaign SchedulingActive Campaign Scheduling

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

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

Active Campaign Scheduling

I’ve found that very tough to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a basic template I created. The user interface for the HTML editor appears like it was pulled from some complimentary open-source job. Active Campaign Scheduling.

Nevertheless, adding images is a little bit of a chore. You need to choose them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you compose completely in HTML. The alternative to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant text editor is a cumbersome experience. You require separate text boxes for above and listed below the image. Lately I have actually begun using ActiveCampaign’s abundant full-screen editor. They have some great design templates, but I still wish to send out the simplest email possible. They do have some plain-looking emails, but they have some degree of very little formatting, which you can’t get rid of – Active Campaign Scheduling.

Active Campaign Scheduling

However, with some modifications, I can make my email pretty fundamental. I can make it instantly use up the whole window, and I can tweak the typography to be somewhat bigger, and have a little bit more leading. The most discouraging part of ActiveCampaign’s rich text editor is including images. Imagine you have actually simply typed out a fantastic email. Active Campaign Scheduling.

You can’t merely add an image to a block of text. Rather, you have to create 2 blocks of text: one for before the image, and one for after the image. If you’ve made any format modifications, you’ll need to watch on those to remain consistent. That’s one thing to handle when you wish to include one image, but when you want to include several, it ends up being a big chore.

They even have a standard mage editor where you can crop the image – Active Campaign Scheduling. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can produce a genuinely plain e-mail, provided you make a basic design template first.

Active Campaign Scheduling

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

ConvertKit’s email modifying experience is extremely plain, but easy to browse. Their templates are limited, which is fine with me, however their email modifying experience is a little much easier because you can develop inline images, and you can create a totally plain email, and even edit the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an email, 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 desired to switch back and forth in between various emails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

Active Campaign Scheduling

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 sequence. Active Campaign Scheduling. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign Scheduling. But picking an email marketing platform resembles picking a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted division choices.

You can combine characteristics with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can only segment by AND/OR, nevertheless 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 numerous others, a few of which I’ve currently pointed out.

Active Campaign Scheduling

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