Active Campaign Workflows

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

You can also see whether the completion rate has actually increased or decreased, 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 preferred function. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent function.

Let’s say you have the given name of just some 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 buys a product. Wouldn’t it be nice to greet 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 added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and after that their very first name. If they do not, I just say “Hey there,” (Active Campaign Workflows). By developing 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 Workflows

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by allowing me use the very same automation over and over again for my webinars, and I can quickly alter out all of the information.

Active Campaign WorkflowsActive Campaign Workflows

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 price 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 is in an e-mail. This message variable enables me to quickly alter out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp occurs to have the very best email editing experience. I really like to send out basic e-mails.

Active Campaign Workflows

I have actually found that extremely hard to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental template I created. The user interface for the HTML editor appears like it was pulled from some totally free open-source task. Active Campaign Workflows.

Nevertheless, adding images is a little bit of a task. You need to select them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose 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 text 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 text editor. They have some nice templates, but I still desire to send out the simplest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t get rid of – Active Campaign Workflows.

Active Campaign Workflows

But, with some modifications, I can make my e-mail pretty fundamental. I can make it automatically take up the whole window, and I can tweak the typography to be somewhat bigger, and have a little bit more leading. The most frustrating part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you have actually simply typed out a fantastic email. Active Campaign Workflows.

You can’t just add an image to a block of text. Rather, you need to develop two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting modifications, you’ll need to keep an eye on those to stay constant. That’s one thing to handle when you wish to add one image, however when you wish to add several, it becomes a huge chore.

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

Active Campaign Workflows

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (Active Campaign Workflows). It would conserve 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 cost savings.

ConvertKit’s email editing experience is extremely plain, but simple to navigate. Their templates are restricted, which is great with me, however their e-mail modifying experience is a little much easier in that you can produce inline images, and you can produce an absolutely plain e-mail, and even edit 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 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 disabled Command + Click from the automation editor. If I desired to change back and forth in between various emails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular e-mails from each of those tabs.

Active Campaign Workflows

In the Automations area, there’s a “Handle 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 new tab to more quickly modify your whole sequence. Active Campaign Workflows. Contrast that with ConvertKit’s Series.

Again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Workflows. But selecting an email marketing platform is like picking a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division choices.

You can integrate characteristics with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can just section 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’ve already discussed.

Active Campaign Workflows

ConvertKit. If I weren’t on ActiveCampaign, I would probably 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 don’t have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

Active Campaign Workflows

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the objective’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 Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign Workflows.

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

Active Campaign Workflows

You can likewise create 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 buys A date occurs A custom-made field is updated 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 contrast. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I ‘d like to construct it. Lots of online marketers develop really basic e-mail series for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.

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

Active Campaign Workflows

Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Active Campaign Workflows).” The automation confirms 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 ready for next week’s course, and motivate them to share it with buddies.

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 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 desire to send the same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Active Campaign Workflows. Active Campaign Workflows. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the product I pitch in the webinar.

Active Campaign Workflows

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 right away hit the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Workflows.

This allows me to personalize 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, participated in, missed out on, or based upon for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails 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 really want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Active Campaign Workflows

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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation series: I send one email 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 email (if they currently clicked on the verification link in the previous email, they’ve already been gotten rid of from the automation utilizing a different automation) – Active Campaign Workflows.

Active Campaign Workflows

Active Campaign WorkflowsActive Campaign Workflows

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This type adds a tag that I utilize to filter those contacts out. Active Campaign Workflows. I used 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 dependably! I just send a simple “do you still desire my e-mails?” confirmation.