Applying Tags In Active Campaign

Applying Tags In Active Campaign

Applying Tags In Active CampaignApplying Tags In Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location 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 Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Applying Tags In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger 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 specific worth From there, you can create Conditions, to inspect whether the contact has a particular tag or custom field value.

Applying Tags In Active Campaign

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date happens A custom field is updated with a specific worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I want to develop it. Many online marketers develop extremely basic email sequences for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially tried this method, I was on MailChimp.

Applying Tags In Active Campaign

Here’s the automation I use to invite 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 (Applying Tags In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the students prepared 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 out on enrollment for next week’s class. They’ll get the pump up e-mail 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 the same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Applying Tags In Active Campaign. Applying Tags In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the item I pitch in the webinar.

Applying Tags In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away hit the “Goal” toward the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. Applying Tags In Active Campaign.

This enables 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 include tags based upon whether the contact registered, attended, missed out on, or based upon the length of time 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 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 developed in.

Applying Tags In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform 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 new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t recommend.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – Applying Tags In Active Campaign.

Applying Tags In Active Campaign

Applying Tags In Active CampaignApplying Tags In Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. Applying Tags In Active Campaign. I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my emails?” confirmation.

Applying Tags In Active Campaign

Applying Tags In Active Campaign

Applying Tags In Active CampaignApplying Tags In Active Campaign

You can also see whether the completion 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 objective. ActiveCampaign’s Message Variables is my preferred feature. It conserves me a heap of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable feature.

Let’s state you have the given name of just some of your contacts, which is the case with my list. I usually do not need a first name to register to my list, however in some cases I get a first name, such as when someone buys a product. Wouldn’t it be great to greet your contacts by name, in the events when you have it? You can do this, however it’s troublesome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and then their given name. If they don’t, I just say “Hey there,” (Applying Tags In Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s given name.

Applying Tags In Active Campaign

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a great deal of time is by allowing me utilize the exact same automation over and over again for my webinars, and I can rapidly alter out all of the details.

Applying Tags In Active CampaignApplying Tags In Active Campaign

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of various variables here, such as the date and time of the webinar, the rate of the item, offer terms, discount coupon code, and more. Each time I run a new webinar, I can alter 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 alter out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their email editing experience. I switched from MailChimp, and MailChimp happens to have the very best email modifying experience. I truly like to send basic e-mails.

Applying Tags In Active Campaign

I have actually found that really difficult to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic design template I developed. The user interface for the HTML editor looks like it was pulled from some totally free open-source project. Applying Tags In Active Campaign.

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 requires that you compose completely 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 rich full-screen 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 great design templates, but I still wish to send out the plainest email possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t get rid of – Applying Tags In Active Campaign.

Applying Tags In Active Campaign

But, with some modifications, I can make my email quite standard. I can make it immediately use up the entire window, and I can tweak the typography to be a little bigger, and have a little more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Picture you’ve just typed out a terrific e-mail. Applying Tags In Active Campaign.

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

They even have a standard mage editor where you can crop the image – Applying Tags In Active Campaign. MailChimp’s editor is the very best I’ve seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can create a really plain e-mail, provided you make a basic template first.

Applying Tags In Active Campaign

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

ConvertKit’s e-mail modifying experience is really plain, however simple to browse. Their templates are limited, which is great with me, however their email editing experience is somewhat much easier because you can develop inline images, and you can create a totally plain email, and even modify the underlying HTML. If you wish to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch back and forth between various emails, I would intuitively be inclined open the same automation in various tabs, then open the particular e-mails from each of those tabs.

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

Once again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Applying Tags In Active Campaign. But choosing an email marketing platform resembles choosing a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted division alternatives.

You can integrate characteristics with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro plan permits more sophisticated segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw many others, a few of which I have actually already discussed.

Applying Tags In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions options 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.