Active Campaign Tasks

Active Campaign Tasks

Active Campaign TasksActive Campaign Tasks

You can likewise see whether the conclusion rate has actually increased or decreased, the length of time it considers 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 saves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s say you have the given name of only a few of your contacts, which holds true with my list. I normally don’t require a very first name to sign up to my list, but in some cases I get a first name, such as when somebody buys a product. Wouldn’t it be nice to greet your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

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

Active Campaign Tasks

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by allowing me utilize the same automation over and over once again for my webinars, and I can quickly change out all of the information.

Active Campaign TasksActive Campaign Tasks

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

And here it remains in an email. This message variable allows me to easily alter out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp happens to have the very best e-mail editing experience. I really like to send out simple emails.

Active Campaign Tasks

I have actually discovered that extremely tough to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I created. The user interface for the HTML editor appears like it was pulled from some complimentary open-source job. Active Campaign Tasks.

Nevertheless, adding images is a bit of a task. You have to choose them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you make up totally in HTML. The option to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require separate text boxes for above and listed below the image. Recently I have actually started using ActiveCampaign’s abundant text editor. They have some good design templates, but I still desire to send out the plainest email possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t eliminate – Active Campaign Tasks.

Active Campaign Tasks

But, with some changes, I can make my e-mail quite basic. I can make it immediately take up the entire window, and I can modify the typography to be slightly bigger, and have a bit more prominent. The most discouraging part of ActiveCampaign’s rich text editor is including images. Envision you’ve just typed out a fantastic e-mail. Active Campaign Tasks.

You can’t simply add an image to a block of text. Rather, you have to create 2 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 need to watch on those to remain constant. That’s something to handle when you wish to add one image, however when you wish to include a number of, it becomes a huge chore.

They even have a basic mage editor where you can crop the image – Active Campaign Tasks. 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 create a truly plain email, supplied you make a basic design template first.

Active Campaign Tasks

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign Tasks). 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 offset that potential time cost savings.

ConvertKit’s e-mail editing experience is really plain, but easy to browse. Their templates are restricted, which is fine with me, but their email modifying experience is somewhat easier because you can create inline images, and you can produce an absolutely plain e-mail, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to switch backward and forward in between different emails, I would intuitively be inclined open the very same automation in different tabs, then open the particular e-mails from each of those tabs.

Active Campaign Tasks

In the Automations section, there’s a “Handle Messages” area. 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 whole series. Active Campaign Tasks. Contrast that with ConvertKit’s Series.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign Tasks. However picking an e-mail marketing platform resembles picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation choices.

You can combine attributes with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro plan permits more sophisticated segmenting, for an additional $199 a month. In my search for the perfect email marketing platform, I saw many others, some of which I have actually already discussed.

Active Campaign Tasks

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using 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 also do not have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.

Active Campaign Tasks

Active Campaign Tasks

Active Campaign TasksActive Campaign Tasks

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip 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 get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Tasks.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A custom field is updated with a specific value From there, you can create Conditions, to examine whether the contact has a certain tag or custom field value.

Active Campaign Tasks

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date takes place A custom-made field is upgraded with a specific worth You do not develop e-mails in ConvertKit’s Automations.

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

It was easy 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 site. You need to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

Active Campaign Tasks

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Active Campaign Tasks).” The automation validates 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 motivate them to share it with pals.

The contact will begin 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 email 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 wish to send out the same e-mail to every individual on my list. I want to send them the proper email for their level of engagement – Active Campaign Tasks. Active Campaign Tasks. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the product I pitch in the webinar.

Active Campaign Tasks

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 right away hit the “Goal” towards 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 Tasks.

This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination 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 set off automations within ActiveCampaign.

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

Active Campaign Tasks

Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 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 again.

This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t recommend.

Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked 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 Tasks.

Active Campaign Tasks

Active Campaign TasksActive Campaign Tasks

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. Active Campaign Tasks. I utilized to include 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 just send out a basic “do you still desire my emails?” verification.