Add Fields To Contacts In Active Campaign

Add Fields To Contacts In Active Campaign

Add Fields To Contacts In Active CampaignAdd Fields To Contacts In Active Campaign

You can likewise see whether the conclusion rate has increased or decreased, for 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 lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent function.

Let’s say you have the given name of only a few of your contacts, which is the case with my list. I typically don’t require a first name to sign up to my list, however 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 cases when you have it? You can do this, however it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and after that their given name. If they don’t, I simply say “Hey there,” (Add Fields To Contacts In Active Campaign). By building a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s given name.

Add Fields To Contacts In Active Campaign

I developed a variable that’s just %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 actually conserve me a great deal of time is by enabling me utilize the very same automation over and over again for my webinars, and I can quickly alter out all of the information.

Add Fields To Contacts In Active CampaignAdd Fields To Contacts In Active Campaign

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 rate of the item, deal terms, coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule changes or deal changes.

And here it remains in an e-mail. This message variable allows me to easily change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp happens to have the best e-mail modifying experience. I truly like to send easy e-mails.

Add Fields To Contacts In Active Campaign

I’ve discovered that extremely difficult to do with ActiveCampaign. For some time, 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 standard template I created. The user interface for the HTML editor appears like it was pulled from some free open-source job. Add Fields To Contacts In Active Campaign.

However, including images is a little a task. You need to choose them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor needs that you make up entirely in HTML. The alternative to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich text editor is a clunky experience. You need separate text boxes for above and listed below the image. Recently I have begun using ActiveCampaign’s rich text editor. They have some great design templates, but I still want to send out the simplest email possible. They do have some plain-looking emails, however they have some degree of very little formatting, which you can’t eliminate – Add Fields To Contacts In Active Campaign.

Add Fields To Contacts In Active Campaign

However, with some adjustments, I can make my email pretty fundamental. I can make it instantly use up the whole window, and I can tweak the typography to be slightly bigger, and have a bit more leading. The most discouraging part of ActiveCampaign’s abundant full-screen editor is adding images. Envision you’ve simply typed out an excellent email. Add Fields To Contacts In Active Campaign.

You can’t simply add an image to a block of text. Instead, you need to produce 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any format changes, you’ll have to watch on those to remain constant. That’s something to handle when you wish to add one image, however when you desire to include several, it ends up being a huge chore.

They even have a fundamental mage editor where you can crop the image – Add Fields To Contacts In Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can produce a genuinely plain e-mail, provided you make a basic template first.

Add Fields To Contacts In Active Campaign

MailChimp’s integrated image editor is very effective. You can resize, crop, and include custom text to your images. I miss MailChimp’s email-editing experience (Add Fields To Contacts In Active Campaign). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time savings.

ConvertKit’s email editing experience is very plain, but easy to navigate. Their templates are limited, which is great with me, but their e-mail modifying experience is somewhat easier in that you can create inline images, and you can create an absolutely plain email, and even edit the underlying HTML. If you desire to make some quick 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 implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch backward and forward in between numerous emails, I would intuitively be inclined open the same automation in various tabs, then open the respective e-mails from each of those tabs.

Add Fields To Contacts In Active Campaign

In the Automations section, there’s a “Handle Messages” location. 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 entire series. Add Fields To Contacts In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Add Fields To Contacts In Active Campaign. However selecting an email marketing platform resembles selecting a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has limited division choices.

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

Add Fields To Contacts In Active Campaign

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 segmentations alternatives aren’t as advanced either. They also do not have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

Add Fields To Contacts In Active Campaign

Add Fields To Contacts In Active Campaign

Add Fields To Contacts In Active CampaignAdd Fields To Contacts In Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’s place in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Add Fields To Contacts In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact buys A tag is added to the contact A customized field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Add Fields To Contacts In Active Campaign

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date happens A customized field is updated with a specific worth You do not develop emails 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 build my email course exactly how I ‘d like to develop it. Many online marketers develop extremely easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.

Add Fields To Contacts In Active Campaign

Here’s the automation I use to welcome 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 (Add Fields To Contacts In Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with good friends.

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 do not desire to send out the very same e-mail to everyone on my list. I want to send them the proper e-mail for their level of engagement – Add Fields To Contacts In Active Campaign. Add Fields To Contacts In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.

Add Fields To Contacts In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they right away hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Add Fields To Contacts In Active Campaign.

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 include tags based upon whether the contact signed up, participated in, 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 cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.

Add Fields To Contacts In Active Campaign

Here’s an automation I received 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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over 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 option. But, since you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t recommend.

Some customers do not have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they’ve already been eliminated from the automation utilizing a separate automation) – Add Fields To Contacts In Active Campaign.

Add Fields To Contacts In Active Campaign

Add Fields To Contacts In Active CampaignAdd Fields To Contacts In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they don’t have tracking enabled. This kind includes a tag that I use to filter those contacts out. Add Fields To Contacts In Active Campaign. 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 reliably! I only send a basic “do you still want my e-mails?” confirmation.