Can You Assign Active Campaign Tasks

Can You Assign Active Campaign Tasks

Can You Assign Active Campaign TasksCan You Assign Active Campaign Tasks

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site options (offered in the “Pro” plan) 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 out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’s location 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 get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Can You Assign Active Campaign Tasks.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom-made field is upgraded with a certain worth From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field worth.

Can You Assign Active Campaign Tasks

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date happens A custom-made field is upgraded with a certain worth You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I ‘d like to build it. Many online marketers construct very basic email sequences for their “e-mail courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

Can You Assign Active Campaign Tasks

Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Can You Assign Active Campaign Tasks).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration 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 want to send out the exact same e-mail to every individual on my list. I desire to send them the proper email for their level of engagement – Can You Assign Active Campaign Tasks. Can You Assign Active Campaign Tasks. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already acquired the item I pitch in the webinar.

Can You Assign Active Campaign Tasks

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they right away struck the “Goal” toward 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. Can You Assign Active Campaign Tasks.

This allows me to tailor 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 signed up, attended, missed, 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 emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

Can You Assign Active Campaign Tasks

Here’s an automation I obtained 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 adds brand-new tags for 7 days, one 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 initially, 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, in some cases you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t advise.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually currently been eliminated from the automation using a different automation) – Can You Assign Active Campaign Tasks.

Can You Assign Active Campaign Tasks

Can You Assign Active Campaign TasksCan You Assign Active Campaign Tasks

The automation then unsubscribes them. My emails likewise have a link to a form 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. Can You Assign Active Campaign Tasks. I used to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my emails?” verification.

Can You Assign Active Campaign Tasks

Can You Assign Active Campaign Tasks

Can You Assign Active Campaign TasksCan You Assign Active Campaign Tasks

You can also see whether the completion rate has actually increased or reduced, for how long it takes for contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. 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 ” bits”) has a comparable function.

Let’s state you have the given name of just a few of your contacts, which holds true with my list. I typically do not require a very first name to register to my list, however often I get a given name, such as when somebody purchases a product. Wouldn’t it be nice to greet your contacts by name, in the cases when you have it? You can do this, however it’s cumbersome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and after that their given name. If they do not, I simply say “Hey there,” (Can You Assign Active Campaign Tasks). By building a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether or not I have the contact’s first name.

Can You Assign Active Campaign Tasks

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a lot of time is by allowing me utilize the exact same automation over and over once again for my webinars, and I can quickly change out all of the information.

Can You Assign Active Campaign TasksCan You Assign Active Campaign Tasks

Here are variables 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 rate of the item, offer terms, discount coupon code, and more. Each time I run a 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 modifying experience. I changed from MailChimp, and MailChimp happens to have the very best email editing experience. I really like to send out easy emails.

Can You Assign Active Campaign Tasks

I have actually found that very hard to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I developed. The user interface for the HTML editor looks like it was pulled from some totally free open-source job. Can You Assign Active Campaign Tasks.

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

Adding images to ActiveCampaign’s rich full-screen editor is a clunky experience. You require different text boxes for above and below the image. Lately I have actually started using ActiveCampaign’s rich text editor. They have some good templates, however I still desire to send the simplest email possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t remove – Can You Assign Active Campaign Tasks.

Can You Assign Active Campaign Tasks

However, with some modifications, I can make my e-mail pretty basic. I can make it immediately take up the entire window, and I can modify the typography to be somewhat bigger, and have a little more prominent. The most aggravating part of ActiveCampaign’s abundant full-screen editor is including images. Picture you’ve simply typed out an excellent email. Can You Assign Active Campaign Tasks.

You can’t just add an image to a block of text. Rather, you have to develop two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll have 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 want to include a number of, it ends up being a big task.

They even have a standard mage editor where you can crop the image – Can You Assign Active Campaign Tasks. 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 develop a truly plain e-mail, provided you make a standard template first.

Can You Assign Active Campaign Tasks

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (Can You Assign Active Campaign Tasks). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s email modifying experience is very plain, however easy to browse. Their templates are restricted, which is fine with me, but their e-mail editing experience is slightly simpler because you can develop inline images, and you can produce a totally plain email, and even modify the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

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

Can You Assign Active Campaign Tasks

In the Automations area, there’s a “Handle Messages” area. 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 new tab to more easily modify your whole series. Can You Assign Active Campaign Tasks. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Can You Assign Active Campaign Tasks. But selecting an email marketing platform resembles choosing a partner. ActiveCampaign offsets 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 restricted division options.

You can integrate attributes with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just sector by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my look for the best e-mail marketing platform, I saw many others, some of which I’ve currently discussed.

Can You Assign Active Campaign Tasks

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.