Activecampaign Tutorials

Activecampaign Tutorials

Activecampaign TutorialsActivecampaign Tutorials

You can likewise see whether the conclusion rate has actually 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 feature. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar function.

Let’s say you have the very first name of just a few of your contacts, which holds true with my list. I generally do not need a given name to sign up to my list, however sometimes I get a very first name, such as when somebody purchases a product. Would not it be good to welcome your contacts by name, in the events when you have it? You can do this, however it’s cumbersome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a first name, I say “Hey,” and then their given name. If they don’t, I just say “Hey there,” (Activecampaign Tutorials). By developing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s given name.

Activecampaign Tutorials

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it shows 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 great deal of time is by enabling me utilize the exact same automation over and over once again for my webinars, and I can rapidly change out all of the information.

Activecampaign TutorialsActivecampaign Tutorials

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 price of the product, deal terms, coupon code, and more. Each time I run a brand-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 a person of the cons of ActiveCampaign is their email editing experience. I changed from MailChimp, and MailChimp occurs to have the very best e-mail modifying experience. I truly like to send out basic e-mails.

Activecampaign Tutorials

I’ve found that really tough to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic template I created. The interface for the HTML editor looks like it was pulled from some free open-source job. Activecampaign Tutorials.

Nevertheless, including images is a little a chore. You have to choose them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you compose entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have actually begun using ActiveCampaign’s abundant text editor. They have some good design templates, but I still wish to send out the plainest e-mail possible. They do have some plain-looking emails, but they have some degree of very little formatting, which you can’t get rid of – Activecampaign Tutorials.

Activecampaign Tutorials

But, with some adjustments, I can make my email pretty basic. I can make it immediately take up the whole window, and I can modify the typography to be a little larger, and have a bit more prominent. The most aggravating part of ActiveCampaign’s abundant full-screen editor is including images. Picture you’ve just typed out a terrific email. Activecampaign Tutorials.

You can’t just add an image to a block of text. Instead, you need to develop 2 blocks of text: one for before the image, and one for after the image. If you have actually made any format changes, you’ll need to keep an eye on those to remain consistent. That’s something to handle when you wish to add one image, however when you wish to include several, it becomes a big chore.

They even have a standard mage editor where you can crop the image – Activecampaign Tutorials. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a truly plain e-mail, provided you make a standard design template first.

Activecampaign Tutorials

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (Activecampaign Tutorials). 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 offset that possible time savings.

ConvertKit’s email modifying experience is extremely plain, however easy to browse. Their templates are restricted, which is great with me, however their email editing experience is somewhat easier in that you can produce inline images, and you can produce an absolutely plain email, and even edit the underlying HTML. If you desire to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an e-mail, and it takes me to the editor for that email. 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 desired to change backward and forward between different emails, I would intuitively be inclined open the very same automation in different tabs, then open the respective e-mails from each of those tabs.

Activecampaign Tutorials

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 modify each one, or you can Command + Click to open each in a brand-new tab to more quickly edit your entire sequence. Activecampaign Tutorials. 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 – Activecampaign Tutorials. But picking an email marketing platform is like choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation choices.

You can combine characteristics with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my search for the ideal e-mail marketing platform, I saw many others, a few of which I’ve already pointed out.

Activecampaign Tutorials

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 versatile as ActiveCampaign’s, and their divisions alternatives aren’t as advanced either. They also do not have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

Activecampaign Tutorials

Activecampaign Tutorials

Activecampaign TutorialsActivecampaign Tutorials

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (readily available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send an e-mail Inform a staff member 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 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 details Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Activecampaign Tutorials.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is included to the contact A custom field is updated with a particular value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field worth.

Activecampaign Tutorials

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 included or removed The contact purchases A date takes place A customized field is upgraded with a certain 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 main method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I wish to construct it. Many marketers build very easy email sequences for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however impossible 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 register by Friday night, and a brand-new course starts each Monday morning. When I first tried this approach, I was on MailChimp.

Activecampaign Tutorials

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Activecampaign Tutorials).” 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” e-mail to get the trainees ready for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday early 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 e-mail 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 the exact same e-mail to every person on my list. I desire to send them the proper e-mail for their level of engagement – Activecampaign Tutorials. Activecampaign Tutorials. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

Activecampaign Tutorials

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly struck 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. Activecampaign Tutorials.

This enables 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 registered, attended, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Activecampaign Tutorials

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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I do not recommend.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still want 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 confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a different automation) – Activecampaign Tutorials.

Activecampaign Tutorials

Activecampaign TutorialsActivecampaign Tutorials

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking enabled. This type includes a tag that I utilize to filter those contacts out. Activecampaign Tutorials. I utilized to add this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send out an easy “do you still want my e-mails?” confirmation.