Can You Change A Field Type In Active Campaign?

Can You Change A Field Type In Active Campaign?

Can You Change A Field Type In Active Campaign?Can You Change A Field Type In Active Campaign?

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Can You Change A Field Type In Active Campaign?.

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

Can You Change A Field Type In Active Campaign?

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date takes place A customized field is updated with a specific worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I want to construct it. Numerous online marketers construct very simple email sequences for their “e-mail courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday early morning. When I first tried this methodology, I was on MailChimp.

Can You Change A Field Type In Active Campaign?

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Can You Change A Field Type 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 trainees prepared 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 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 don’t wish to send the exact same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – Can You Change A Field Type In Active Campaign?. Can You Change A Field Type In Active Campaign?. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the product I pitch in the webinar.

Can You Change A Field Type In Active Campaign?

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Can You Change A Field Type 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 add tags based upon whether the contact registered, went to, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more 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 actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Can You Change A Field Type In Active Campaign?

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. 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 among those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not advise.

Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation using a separate automation) – Can You Change A Field Type In Active Campaign?.

Can You Change A Field Type In Active Campaign?

Can You Change A Field Type In Active Campaign?Can You Change A Field Type 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 form adds a tag that I use to filter those contacts out. Can You Change A Field Type In Active Campaign?. I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my emails?” confirmation.

Can You Change A Field Type In Active Campaign?

Can You Change A Field Type In Active Campaign?

Can You Change A Field Type In Active Campaign?Can You Change A Field Type In Active Campaign?

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

Let’s state you have the very first name of only a few of your contacts, which is the case with my list. I normally don’t require a given name to register to my list, however often I get a given name, such as when somebody 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 state “Hey,” and then their given name. If they do not, I just say “Hey there,” (Can You Change A Field Type In Active Campaign?). By developing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s very first name.

Can You Change A Field Type In Active Campaign?

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 use the same automation over and over again for my webinars, and I can rapidly alter out all of the information.

Can You Change A Field Type In Active Campaign?Can You Change A Field Type In Active Campaign?

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of different variables here, such as the date and time of the webinar, the price of the product, deal 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 mention earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp occurs to have the finest e-mail editing experience. I actually like to send out easy e-mails.

Can You Change A Field Type In Active Campaign?

I have actually found that very difficult to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I created. The interface for the HTML editor looks like it was pulled from some totally free open-source job. Can You Change A Field Type In Active Campaign?.

However, adding images is a little bit of a task. You need to choose them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs 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.

Including images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have actually begun using ActiveCampaign’s rich text editor. They have some good design templates, however I still want to send the simplest email possible. They do have some plain-looking e-mails, but they have some degree of very little formatting, which you can’t remove – Can You Change A Field Type In Active Campaign?.

Can You Change A Field Type In Active Campaign?

However, with some modifications, I can make my email quite basic. I can make it immediately take up the entire window, and I can tweak the typography to be slightly bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is including images. Picture you have actually simply typed out an excellent email. Can You Change A Field Type In Active Campaign?.

You can’t merely add an image to a block of text. Rather, you need to create 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 need to keep an eye on those to stay consistent. That’s one thing to handle when you want to add one image, but when you want to include numerous, it becomes a huge task.

They even have a basic mage editor where you can crop the image – Can You Change A Field Type 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 email, provided you make a fundamental design template first.

Can You Change A Field Type In Active Campaign?

MailChimp’s integrated image editor is exceptionally powerful. You can resize, crop, and include customized text to your images. I miss out on MailChimp’s email-editing experience (Can You Change A Field Type In Active Campaign?). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s e-mail editing experience is very plain, however simple to browse. Their design templates are restricted, which is great with me, but their email editing experience is a little much easier in that you can develop inline images, and you can develop a totally plain e-mail, and even edit the underlying HTML. If you want 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. Note that I can’t even Command + Click to open it in another tab. Whether they meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change back and forth between numerous e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

Can You Change A Field Type In Active Campaign?

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 every one, or you can Command + Click to open each in a brand-new tab to more quickly edit your whole series. Can You Change A Field Type In Active Campaign?. Contrast that with ConvertKit’s Series.

Again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Can You Change A Field Type In Active Campaign?. But picking an e-mail marketing platform resembles choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation choices.

You can integrate qualities with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, nevertheless MailChimp’s Pro plan permits more sophisticated segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw lots of others, some of which I have actually currently pointed out.

Can You Change A Field Type In 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 flexible as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They also do not have objective tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.