Active Campaign Segmenting With Tags

Active Campaign Segmenting With Tags

Active Campaign Segmenting With TagsActive Campaign Segmenting With Tags

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

Let’s say you have the first name of just a few of your contacts, which holds true with my list. I usually do not need a first name to register to my list, however often I get a given name, such as when somebody buys a product. Would not it be good to welcome your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and then their very first name. If they do not, I simply state “Hey there,” (Active Campaign Segmenting With Tags). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s given name.

Active Campaign Segmenting With Tags

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually 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 quickly alter out all of the details.

Active Campaign Segmenting With TagsActive Campaign Segmenting With Tags

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

And here it remains in an email. This message variable allows me to easily alter out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp takes place to have the very best e-mail modifying experience. I truly like to send out easy e-mails.

Active Campaign Segmenting With Tags

I have actually found that really hard to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I produced. The interface for the HTML editor appears like it was pulled from some free open-source project. Active Campaign Segmenting With Tags.

However, adding images is a bit of a chore. You need to pick them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor needs that you compose completely in HTML. The option 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 full-screen editor is a cumbersome experience. You require different text boxes for above and listed below the image. Recently I have actually started using ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still want to send out the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t get rid of – Active Campaign Segmenting With Tags.

Active Campaign Segmenting With Tags

But, with some changes, I can make my email quite standard. I can make it instantly take up the entire window, and I can fine-tune the typography to be a little larger, and have a little more prominent. The most aggravating part of ActiveCampaign’s rich full-screen editor is adding images. Envision you have actually simply typed out an excellent e-mail. Active Campaign Segmenting With Tags.

You can’t merely add an image to a block of text. Rather, you have to produce 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll need to watch on those to remain consistent. That’s one thing to deal with when you wish to add one image, but when you want to add a number of, it ends up being a big task.

They even have a standard mage editor where you can crop the image – Active Campaign Segmenting With Tags. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can develop a genuinely plain email, provided you make a fundamental template first.

Active Campaign Segmenting With Tags

MailChimp’s integrated image editor is exceptionally powerful. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (Active Campaign Segmenting With Tags). It would save me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time savings.

ConvertKit’s email modifying experience is very plain, however simple to browse. Their design templates are restricted, which is fine with me, however their e-mail modifying experience is a little much easier in that you can develop inline images, and you can create an absolutely plain e-mail, and even edit the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an e-mail, 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 disabled Command + Click from the automation editor. If I wished to switch backward and forward in between different emails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective e-mails from each of those tabs.

Active Campaign Segmenting With Tags

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 quickly edit your whole sequence. Active Campaign Segmenting With Tags. Contrast that with ConvertKit’s Series.

Again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign Segmenting With Tags. 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. Speaking of division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has restricted division options.

You can integrate 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 sector by AND/OR, nevertheless MailChimp’s Pro plan permits more advanced segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw numerous others, a few of which I’ve currently mentioned.

Active Campaign Segmenting With Tags

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 flexible as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

Active Campaign Segmenting With Tags

Active Campaign Segmenting With Tags

Active Campaign Segmenting With TagsActive Campaign Segmenting With Tags

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Segmenting With Tags.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is added to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a particular tag or customized field value.

Active Campaign Segmenting With Tags

You can likewise produce Occasions, 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 happens A custom-made field is updated with a particular worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to construct it. Numerous marketers build very simple email series for their “email courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.

Active Campaign Segmenting With Tags

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Segmenting With Tags).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email 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 registration 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 wish to send out the exact same e-mail to every person on my list. I want to send them the suitable email for their level of engagement – Active Campaign Segmenting With Tags. Active Campaign Segmenting With Tags. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product I pitch in the webinar.

Active Campaign Segmenting With Tags

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Segmenting With Tags.

This enables me to tailor 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 the length of time they remained in the webinar. These tags can then set off 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 do not open my emails make it harder for other e-mails to get to the individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Active Campaign Segmenting With Tags

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t recommend.

Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a separate automation) – Active Campaign Segmenting With Tags.

Active Campaign Segmenting With Tags

Active Campaign Segmenting With TagsActive Campaign Segmenting With Tags

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 utilize to filter those contacts out. Active Campaign Segmenting With Tags. I utilized to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send a simple “do you still desire my emails?” confirmation.