Acuity To Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a form 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 start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (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 eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Acuity To Active Campaign.

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

Acuity To Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date occurs A custom field is updated with a particular 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 way I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to develop it. Numerous online marketers construct extremely simple email sequences for their “email courses.” A contact register, and after that that contact instantly begins getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.

Acuity To Active Campaign

Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Acuity To Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and motivate them to share it with friends.

The contact will start 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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the very same e-mail to every person on my list. I wish to send them the proper email for their level of engagement – Acuity To Active Campaign. Acuity To Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already acquired the product I pitch in the webinar.

Acuity To Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they immediately hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Acuity To Active Campaign.

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 signed up, went to, missed out on, or based upon for 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 promos tab. Individuals who do not open my emails make it harder for other emails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Acuity To Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different 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 wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not recommend.

Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually currently been eliminated from the automation utilizing a different automation) – Acuity To Active Campaign.

Acuity To Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. Acuity To Active Campaign. I utilized to add this tag when they clicked on a link, but 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?” verification.

Acuity To Active Campaign

You can also see whether the completion rate has actually increased or reduced, how long it considers contacts to reach that objective, 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 an equivalent feature.

Let’s say you have the given name of just some of your contacts, which holds true with my list. I generally don’t require a very first name to register to my list, however sometimes I get a given name, such as when somebody purchases an item. Wouldn’t it be great to welcome your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and then their first name. If they do not, I just state “Hey there,” (Acuity To Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s first name.

Acuity To Active Campaign

I created a variable that’s merely %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 actually save me a lot of time is by enabling me use the very same automation over and over again for my webinars, and I can rapidly 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 various variables here, such as the date and time of the webinar, the price of the item, deal terms, coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or offer changes.

And here it remains in an email. This message variable enables me to easily 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 happens to have the finest email editing experience. I truly like to send out easy e-mails.

Acuity To Active Campaign

I have actually found that extremely difficult to do with ActiveCampaign. For some time, 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 set off by a basic template I created. The interface for the HTML editor looks like it was pulled from some free open-source project. Acuity To Active Campaign.

However, adding images is a bit of a task. You need to pick them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s rich text editor is a cumbersome experience. You require different text boxes for above and listed below the image. Lately I have started utilizing ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still want to send out the simplest email possible. They do have some plain-looking emails, but they have some degree of minimal formatting, which you can’t eliminate – Acuity To Active Campaign.

Acuity To Active Campaign

However, with some adjustments, I can make my email quite fundamental. I can make it immediately take up the entire window, and I can fine-tune the typography to be a little bigger, and have a bit more leading. The most aggravating part of ActiveCampaign’s abundant text editor is including images. Picture you’ve simply typed out a fantastic e-mail. Acuity To Active Campaign.

You can’t simply add an image to a block of text. Instead, you need to create two blocks of text: one for before 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 consistent. That’s one thing to handle when you wish to include one image, however when you wish to include a number of, it becomes a huge chore.

They even have a fundamental mage editor where you can crop the image – Acuity To Active Campaign. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can develop a truly plain e-mail, provided you make a fundamental template first.

Acuity To Active Campaign

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (Acuity To Active Campaign). It would conserve me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that possible time savings.

ConvertKit’s email modifying experience is extremely plain, but easy to navigate. Their design templates are limited, which is fine with me, but their email editing experience is a little easier because you can create inline images, and you can develop a completely plain email, 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 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 implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to switch backward and forward in between numerous 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.

Acuity To Active Campaign

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 every one, or you can Command + Click to open each in a brand-new tab to more quickly edit your whole series. Acuity To Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Acuity To Active Campaign. But choosing an e-mail marketing platform resembles picking a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

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

Acuity To Active Campaign

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