Connect Accuity With Active Campaign

Connect Accuity With Active Campaign

Connect Accuity With Active CampaignConnect Accuity With Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a particular 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 email Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 details Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Connect Accuity With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a kind The contact makes a purchase A tag is added to the contact A custom field is updated with a certain value From there, you can produce Conditions, to check whether the contact has a particular tag or custom field worth.

Connect Accuity With Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date happens A customized field is upgraded with a certain value You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct 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 build it. Lots of online marketers construct very simple email series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.

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

Connect Accuity With Active Campaign

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Connect Accuity With Active Campaign).” 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 out a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with buddies.

The contact will start 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 early 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 want to send out the same email to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – Connect Accuity With Active Campaign. Connect Accuity With Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently bought the item I pitch in the webinar.

Connect Accuity With Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they right away struck the “Goal” toward 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. Connect Accuity With Active Campaign.

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 add 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 most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Connect Accuity With Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform 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 e-mail, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t suggest.

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

Connect Accuity With Active Campaign

Connect Accuity With Active CampaignConnect Accuity With Active Campaign

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 do not have tracking made it possible for. This kind adds a tag that I use to filter those contacts out. Connect Accuity With Active Campaign. I used to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send out an easy “do you still want my e-mails?” verification.

Connect Accuity With Active Campaign

Connect Accuity With Active Campaign

Connect Accuity With Active CampaignConnect Accuity With Active Campaign

You can also see whether the completion rate has increased or decreased, the length of time it takes for 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 favorite function. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar function.

Let’s state you have the very first name of just some of your contacts, which is the case with my list. I normally do not require a given name to register to my list, however often I get a very first name, such as when somebody purchases an item. Would not it be great to welcome your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a very first name, I state “Hey,” and after that their first name. If they don’t, I just state “Hey there,” (Connect Accuity With Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s given name.

Connect Accuity With Active Campaign

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a lot of time is by enabling me use the same automation over and over once again for my webinars, and I can rapidly change out all of the details.

Connect Accuity With Active CampaignConnect Accuity With 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 cost of the product, deal terms, voucher 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 enables me to quickly change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their email editing experience. I switched from MailChimp, and MailChimp occurs to have the best email editing experience. I truly like to send out simple emails.

Connect Accuity With Active Campaign

I’ve found that extremely tough to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental design template I developed. The user interface for the HTML editor appears like it was pulled from some complimentary open-source job. Connect Accuity With Active Campaign.

Nevertheless, adding images is a little a chore. You need to select them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor requires that you compose completely in HTML. The alternative 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 text editor is a cumbersome experience. You require separate text boxes for above and listed below the image. Lately I have started utilizing ActiveCampaign’s rich text editor. They have some great templates, however I still desire to send the simplest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t eliminate – Connect Accuity With Active Campaign.

Connect Accuity With Active Campaign

But, with some changes, I can make my email pretty basic. I can make it instantly take up the entire window, and I can tweak the typography to be somewhat bigger, and have a little more leading. The most discouraging part of ActiveCampaign’s rich full-screen editor is adding images. Envision you’ve simply typed out a great e-mail. Connect Accuity With Active Campaign.

You can’t merely add an image to a block of text. Instead, you have to develop two blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll have to watch on those to stay consistent. That’s something to deal with when you desire to include one image, however when you want to add numerous, it ends up being a huge task.

They even have a fundamental mage editor where you can crop the image – Connect Accuity With Active Campaign. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a really plain e-mail, supplied you make a fundamental design template first.

Connect Accuity With Active Campaign

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (Connect Accuity With Active Campaign). It would save me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than offset that possible time savings.

ConvertKit’s email editing experience is very plain, but simple to browse. Their design templates are limited, which is great with me, however their email editing experience is a little simpler because you can create inline images, and you can produce a completely plain email, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails 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 meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to change backward and forward between various e-mails, I would intuitively be inclined open the exact same automation in various tabs, then open the particular e-mails from each of those tabs.

Connect Accuity With Active Campaign

In the Automations section, there’s a “Manage 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 modify your whole sequence. Connect Accuity With Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Connect Accuity With Active Campaign. However picking an e-mail marketing platform resembles picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation options.

You can combine qualities 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 section by AND/OR, however MailChimp’s Pro plan permits more advanced segmenting, for an extra $199 a month. In my look for the perfect email marketing platform, I saw many others, some of which I’ve currently pointed out.

Connect Accuity With 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 choices 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.