Active Campaign Tech Support

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

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 details Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Tech Support.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can create Conditions, to examine whether the contact has a certain tag or custom field value.

Active Campaign Tech Support

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

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I wish to develop it. Lots of marketers develop very 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, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I initially attempted this method, I was on MailChimp.

Active Campaign Tech Support

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Active Campaign Tech Support).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the students prepared for next week’s course, and encourage them to share it with pals.

The contact will start 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the same email to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – Active Campaign Tech Support. Active Campaign Tech Support. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently acquired the item I pitch in the webinar.

Active Campaign Tech Support

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign Tech Support.

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 add tags based upon whether the contact signed up, participated in, missed out on, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Active Campaign Tech Support

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

This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not advise.

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

Active Campaign Tech Support

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 know that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. Active Campaign Tech Support. I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” confirmation.

Active Campaign Tech Support #

You can also see whether the completion rate has increased or decreased, for how long it takes for contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It saves me a lot of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the first name of only a few of your contacts, which is the case with my list. I typically do not need a given name to register to my list, however often I get a very first name, such as when someone purchases an item. Wouldn’t it be great to welcome 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 given name, I say “Hey,” and then their given name. If they do not, I just say “Hey there,” (Active Campaign Tech Support #). By constructing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s given name.

Active Campaign Tech Support #

I created 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 really conserve me a lot of time is by enabling me utilize the same automation over and over again for my webinars, and I can quickly alter out all of the information.

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

And here it remains in an email. This message variable allows me to quickly alter 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 takes place to have the best email editing experience. I actually like to send out easy e-mails.

Active Campaign Tech Support #

I’ve found that very hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard design template I created. The user interface for the HTML editor looks like it was pulled from some free open-source job. Active Campaign Tech Support #.

However, adding images is a little a chore. You need to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose entirely in HTML. The alternative to this, if you desire to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You require separate text boxes for above and listed below the image. Lately I have started using ActiveCampaign’s rich text editor. They have some great templates, however I still wish to send 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 get rid of – Active Campaign Tech Support #.

Active Campaign Tech Support #

However, with some adjustments, I can make my email pretty fundamental. I can make it automatically use up the whole window, and I can fine-tune the typography to be a little bigger, and have a little bit more leading. The most discouraging part of ActiveCampaign’s rich text editor is including images. Imagine you’ve just typed out an excellent e-mail. Active Campaign Tech Support #.

You can’t merely include an image to a block of text. Instead, you need to produce two blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll have to watch on those to stay constant. That’s something to handle when you desire to add one image, however when you want to add a number of, it ends up being a big task.

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

Active Campaign Tech Support #

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign Tech Support #). 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 make up for that possible time savings.

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

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

Active Campaign Tech Support #

In the Automations section, there’s a “Manage Messages” area. 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 brand-new tab to more quickly modify your whole sequence. Active Campaign Tech Support #. Contrast that with ConvertKit’s Series.

Again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Tech Support #. But picking an e-mail marketing platform is like selecting a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation choices.

You can integrate qualities with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro strategy enables more advanced 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 Tech Support #

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

Active Campaign Tech Support #

To start developing 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 included When a contact signs up for a list When a contact submits a form E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the goal’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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Tech Support #.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A custom-made field is updated with a particular value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field value.

Active Campaign Tech Support #

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date takes place A customized field is updated with a specific value You don’t create e-mails in ConvertKit’s Automations.

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

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Active Campaign Tech Support #

Here’s the automation I use to invite 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 Tech Support #).” The automation confirms 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” email to get the trainees ready 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the same e-mail to every person on my list. I want to send them the suitable e-mail for their level of engagement – Active Campaign Tech Support #. Active Campaign Tech Support #. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently purchased the item I pitch in the webinar.

Active Campaign Tech Support #

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away struck the “Goal” 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 Tech Support #.

This allows me to customize 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 signed up, participated in, missed out on, or based upon 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 promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.

Active Campaign Tech Support #

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t suggest.

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – Active Campaign Tech Support #.

Active Campaign Tech Support #

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking enabled. This type adds a tag that I utilize to filter those contacts out. Active Campaign Tech Support #. I used to add this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my emails?” confirmation.

Active Campaign Tech Support

You can likewise see whether the conclusion rate has increased or reduced, how long it takes for contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred feature. It conserves me a ton of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s state you have the very first name of only some of your contacts, which is the case with my list. I usually don’t need a given name to register to my list, but sometimes I get a given name, such as when someone buys a product. Wouldn’t 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 added by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and after that their first name. If they don’t, I simply state “Hey there,” (Active Campaign Tech Support). By constructing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s given name.

Active Campaign Tech Support

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save 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 details.

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 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 easily alter out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp takes place to have the very best e-mail modifying experience. I really like to send basic emails.

Active Campaign Tech Support

I have actually discovered that really hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic design template I developed. The interface for the HTML editor appears like it was pulled from some totally free open-source task. Active Campaign Tech Support.

However, adding images is a little bit of a chore. You need to pick them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The option to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich full-screen editor is a clunky experience. You need different text boxes for above and below the image. Lately I have actually started utilizing ActiveCampaign’s abundant full-screen editor. They have some nice templates, but I still desire to send out the simplest e-mail 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 Tech Support.

Active Campaign Tech Support

But, with some changes, I can make my email pretty basic. I can make it automatically take up the entire window, and I can modify the typography to be a little bigger, and have a little more prominent. The most frustrating part of ActiveCampaign’s rich text editor is adding images. Picture you have actually just typed out an excellent e-mail. Active Campaign Tech Support.

You can’t just include an image to a block of text. Rather, you need to develop 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 keep an eye on those to stay consistent. That’s one thing to deal with when you desire to add one image, but when you wish 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 Tech Support. MailChimp’s editor is the very best I’ve seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can create a really plain email, offered you make a standard template first.

Active Campaign Tech Support

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (Active Campaign Tech Support). 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 possible time cost savings.

ConvertKit’s email modifying experience is extremely plain, but easy to navigate. Their templates are restricted, which is great with me, but their e-mail editing experience is a little much easier in that you can produce inline images, and you can develop an absolutely plain email, and even modify the underlying HTML. If you want to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an e-mail, 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to change backward and forward in between various e-mails, I would intuitively be inclined open the same automation in various tabs, then open the particular e-mails from each of those tabs.

Active Campaign Tech Support

In the Automations area, there’s a “Manage Messages” area. From here, you can see all of the messages in each of your automations. You can modify each one, or you can Command + Click to open each in a brand-new tab to more easily modify your entire series. Active Campaign Tech Support. Contrast that with ConvertKit’s Sequences.

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

You can integrate qualities with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw lots of others, a few of which I’ve currently discussed.

Active Campaign Tech Support

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 versatile as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I switched from MailChimp to ActiveCampaign.