Build A Survey Funnel With Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid 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 website messages, and Facebook Custom-made Audience management are all “Pro” functions – Build A Survey Funnel With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact purchases A tag is added to the contact A customized field is upgraded with a certain value From there, you can create Conditions, to check whether the contact has a certain tag or custom field value.

Build A Survey Funnel With Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date occurs A custom field is upgraded with a particular value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course precisely how I ‘d like to build it. Lots of online marketers develop extremely easy e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. 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 brand-new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.

Build A Survey Funnel With Active Campaign

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Build A Survey Funnel With 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 a “pump up” email to get the students 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 out on enrollment for next week’s class. They’ll get the pump up email 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 do not wish to send the exact same e-mail to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – Build A Survey Funnel With Active Campaign. Build A Survey Funnel With Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.

Build A Survey Funnel With 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 “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Build A Survey Funnel With 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 combination panel: I can include tags based upon whether the contact registered, attended, 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 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” strategy of ActiveCampaign has actually lead scoring integrated in.

Build A Survey Funnel With 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 includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to delete inactive customers, which I don’t recommend.

Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve currently been removed from the automation using a different automation) – Build A Survey Funnel With Active Campaign.

Build A Survey Funnel With Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking allowed. This form includes a tag that I use to filter those contacts out. Build A Survey Funnel With Active Campaign. I used to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my e-mails?” confirmation.

Build A Survey Funnel With Active Campaign

You can also see whether the conclusion rate has increased or reduced, for how long it considers contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred function. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s say you have the first name of just a few of your contacts, which holds true with my list. I normally do not need a given name to register to my list, but often I get a given name, such as when someone purchases an item. Wouldn’t it be great to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m likewise 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 very first name. If they don’t, I simply state “Hey there,” (Build A Survey Funnel With Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s very first name.

Build A Survey Funnel With Active Campaign

I produced a variable that’s just %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 conserve 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 alter out all of the information.

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 product, 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 changes or deal modifications.

And here it is in an email. This message variable allows me to easily alter out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp takes place to have the best email modifying experience. I actually like to send basic emails.

Build A Survey Funnel With Active Campaign

I’ve discovered that extremely difficult to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I created. The user interface for the HTML editor appears like it was pulled from some totally free open-source project. Build A Survey Funnel With Active Campaign.

However, including images is a little a chore. You need to pick them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up completely in HTML. The option to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich text editor is a cumbersome experience. You require different text boxes for above and below the image. Lately I have actually started utilizing ActiveCampaign’s abundant full-screen editor. They have some good templates, however I still wish to send out the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t remove – Build A Survey Funnel With Active Campaign.

Build A Survey Funnel With Active Campaign

However, with some changes, I can make my e-mail pretty standard. I can make it immediately use up the whole window, and I can modify the typography to be somewhat bigger, and have a little more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Picture you’ve simply typed out a terrific e-mail. Build A Survey Funnel With Active Campaign.

You can’t simply add an image to a block of text. Instead, you need to produce two blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll need to watch on those to remain consistent. That’s one thing to handle when you desire to add one image, however when you desire to add several, it becomes a big chore.

They even have a standard mage editor where you can crop the image – Build A Survey Funnel With Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can produce a really plain email, offered you make a basic design template initially.

Build A Survey Funnel With Active Campaign

MailChimp’s integrated image editor is incredibly powerful. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (Build A Survey Funnel With Active Campaign). It would conserve me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail modifying experience is very plain, but simple to browse. Their templates are limited, which is great with me, but their e-mail editing experience is slightly much easier because you can produce inline images, and you can produce a totally plain e-mail, and even modify the underlying HTML. If you desire to make some fast edits to some emails 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 implied to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to change backward and forward between numerous e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective emails from each of those tabs.

Build A Survey Funnel With 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 new tab to more quickly modify your whole sequence. Build A Survey Funnel With Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would save me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Build A Survey Funnel With Active Campaign. However picking an e-mail marketing platform is like selecting a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

You can integrate characteristics with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, a few of which I’ve already discussed.

Build A Survey Funnel With Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much simpler to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.