Active Campaign Tools

Active Campaign Tools

Active Campaign ToolsActive Campaign Tools

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a particular 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 e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid 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 details Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Active Campaign Tools.

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

Active Campaign Tools

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date happens A customized field is upgraded with a certain worth You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct 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. Numerous marketers develop extremely easy email series for their “e-mail courses.” A contact signs up, and then that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

Active Campaign Tools

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Active Campaign Tools).” The automation validates 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 all set for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up email the following Friday early 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 exact same email to every individual on my list. I wish to send them the suitable e-mail for their level of engagement – Active Campaign Tools. Active Campaign Tools. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

Active Campaign Tools

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they right away struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. Active Campaign Tools.

This allows 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 add tags based upon whether the contact registered, participated in, 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 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 really desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign Tools

Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not suggest.

Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have actually been busy. 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 clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been removed from the automation using a separate automation) – Active Campaign Tools.

Active Campaign Tools

Active Campaign ToolsActive Campaign Tools

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know 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 Tools. I utilized to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my e-mails?” confirmation.

Active Campaign Tools

Active Campaign Tools

Active Campaign ToolsActive Campaign Tools

You can likewise see whether the conclusion rate has actually increased or decreased, how long it considers contacts to reach that objective, 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 (update: 9/2020 ConvertKit now has ” bits”) has a comparable function.

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

I’m also filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and after that their very first name. If they do not, I simply say “Hey there,” (Active Campaign Tools). By constructing 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 Tools

I developed a variable that’s merely %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 truly save me a lot of time is by enabling me utilize the very same automation over and over again for my webinars, and I can quickly change out all of the details.

Active Campaign ToolsActive Campaign Tools

Here are variables 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 rate of the product, offer terms, coupon 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 e-mail. This message variable allows me to quickly change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp happens to have the very best e-mail editing experience. I truly like to send basic emails.

Active Campaign Tools

I’ve discovered that really hard to do with ActiveCampaign. For awhile, I was editing 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 activated by a basic design template I developed. The interface for the HTML editor appears like it was pulled from some complimentary open-source job. Active Campaign Tools.

Nevertheless, adding images is a little a task. You need to pick them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you compose entirely 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.

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

Active Campaign Tools

However, with some changes, I can make my email pretty fundamental. I can make it automatically use up the entire window, and I can fine-tune the typography to be somewhat larger, and have a little bit more leading. The most aggravating part of ActiveCampaign’s rich text editor is including images. Envision you’ve just typed out a terrific email. Active Campaign Tools.

You can’t just include an image to a block of text. Rather, you have to develop two blocks of text: one for before the image, and one for after the image. If you’ve made any format modifications, you’ll have to watch on those to stay constant. That’s something to handle when you want to include one image, but when you wish to add several, it ends up being a big chore.

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

Active Campaign Tools

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

ConvertKit’s email editing experience is very plain, but easy to navigate. Their design templates are limited, which is great with me, but their e-mail modifying experience is a little much easier in that 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 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. Note 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 change backward and forward in between various emails, I would intuitively be inclined open the same automation in different tabs, then open the respective e-mails from each of those tabs.

Active Campaign Tools

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 edit each one, or you can Command + Click to open each in a brand-new tab to more easily edit your whole sequence. Active Campaign Tools. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Tools. But picking an e-mail marketing platform is like choosing a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted division alternatives.

You can integrate qualities 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 section by AND/OR, however MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my look for the ideal e-mail marketing platform, I saw lots of others, some of which I have actually already pointed out.

Active Campaign Tools

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions alternatives aren’t as advanced either. They likewise do not have goal tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.