Free Active Campaign Training

Free Active Campaign Training

Free Active Campaign TrainingFree Active Campaign Training

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate 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 options (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip 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 details Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Free Active Campaign Training.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a form 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 inspect whether the contact has a particular tag or custom field worth.

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You can likewise create Occasions, 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 buys A date happens A customized field is updated with a certain worth You do not create e-mails 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 easy for me to build my e-mail course precisely how I want to build it. Lots of online marketers construct very easy e-mail series for their “email courses.” A contact signs up, and then that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. 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 morning. When I first attempted this approach, I was on MailChimp.

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Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Free Active Campaign Training).” 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 students ready for next week’s course, and encourage them to share it with good 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 wish to send out the same e-mail to every individual on my list. I desire to send them the proper e-mail for their level of engagement – Free Active Campaign Training. Free Active Campaign Training. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently acquired the product I pitch in the webinar.

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Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately struck 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. Free Active Campaign Training.

This enables 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 include tags based upon whether the contact registered, went to, missed, or based upon the length of time 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 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 the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

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Here’s an automation I received 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not suggest.

Some customers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – Free Active Campaign Training.

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The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form adds a tag that I utilize to filter those contacts out. Free Active Campaign Training. I used to add this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my e-mails?” confirmation.

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Free Active Campaign Training

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You can also see whether the conclusion rate has increased or decreased, 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 objective. ActiveCampaign’s Message Variables is my preferred function. It saves me a lot of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s say you have the given name of only a few of your contacts, which holds true with my list. I typically do not need a first name to register to my list, but sometimes I get a first name, such as when somebody purchases a product. Would not it be nice to greet your contacts by name, in the cases when you have it? You can do this, however it’s troublesome.

I’m also 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 very first name. If they don’t, I simply say “Hey there,” (Free Active Campaign Training). By developing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether or not I have the contact’s first name.

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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 don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a lot of time is by enabling me utilize the very same automation over and over once again for my webinars, and I can rapidly change out all of the information.

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Here are variables 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 rate of the product, deal terms, coupon code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule modifications or deal changes.

And here it is in an e-mail. This message variable allows me to quickly change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp takes place to have the finest e-mail modifying experience. I really like to send out easy emails.

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I have actually found that very tough to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental design template I produced. The user interface for the HTML editor looks like it was pulled from some complimentary open-source project. Free Active Campaign Training.

Nevertheless, adding images is a little a task. You have to select them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor requires that you make up totally in HTML. The option to this, if you want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You require different text boxes for above and below the image. Lately I have started using ActiveCampaign’s abundant text editor. They have some good design templates, but I still want to send out the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t eliminate – Free Active Campaign Training.

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However, with some modifications, I can make my e-mail quite fundamental. I can make it immediately take up the entire window, and I can fine-tune the typography to be somewhat larger, and have a bit more leading. The most aggravating part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you have actually simply typed out a fantastic email. Free Active Campaign Training.

You can’t simply add an image to a block of text. Rather, you need to create 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any format modifications, you’ll have to watch on those to stay constant. That’s one thing to handle when you wish to include one image, but when you want to include a number of, it ends up being a big chore.

They even have a fundamental mage editor where you can crop the image – Free Active Campaign Training. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a genuinely plain e-mail, offered you make a fundamental template first.

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MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (Free Active Campaign Training). It would conserve me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s email modifying experience is very plain, however easy to browse. Their design templates are limited, which is great with me, but their email modifying experience is slightly simpler in that you can create 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 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 implied to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch backward and forward between various e-mails, I would intuitively be inclined open the same automation in different tabs, then open the particular emails from each of those tabs.

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In the Automations area, there’s a “Handle Messages” location. 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 sequence. Free Active Campaign Training. Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Free Active Campaign Training. However selecting an email marketing platform is like choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted division choices.

You can integrate 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 only section by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw numerous others, some of which I have actually already mentioned.

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ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.