Gravity Forms Active Campaign Custom Field

Gravity Forms Active Campaign Custom Field

Gravity Forms Active Campaign Custom FieldGravity Forms Active Campaign Custom Field

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’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 Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Gravity Forms Active Campaign Custom Field.

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

Gravity Forms Active Campaign Custom Field

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date happens A custom-made field is updated with a certain value You don’t create emails in ConvertKit’s Automations.

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

It was simple to develop with ActiveCampaign, however difficult 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 register by Friday night, and a new course starts each Monday morning. When I initially attempted this method, I was on MailChimp.

Gravity Forms Active Campaign Custom Field

Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Gravity Forms Active Campaign Custom Field).” 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” email to get the trainees all set for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday 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 early 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 email to every individual on my list. I wish to send them the appropriate email for their level of engagement – Gravity Forms Active Campaign Custom Field. Gravity Forms Active Campaign Custom Field. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

Gravity Forms Active Campaign Custom Field

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Gravity Forms Active Campaign Custom Field.

This allows me to customize 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 signed up, attended, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Gravity Forms Active Campaign Custom Field

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t recommend.

Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly explaining 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 e-mail, they’ve already been gotten rid of from the automation using a separate automation) – Gravity Forms Active Campaign Custom Field.

Gravity Forms Active Campaign Custom Field

Gravity Forms Active Campaign Custom FieldGravity Forms Active Campaign Custom Field

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This kind adds a tag that I utilize to filter those contacts out. Gravity Forms Active Campaign Custom Field. I utilized to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my emails?” confirmation.

Gravity Forms Active Campaign Custom Field

Gravity Forms Active Campaign Custom Field

Gravity Forms Active Campaign Custom FieldGravity Forms Active Campaign Custom Field

You can likewise see whether the conclusion rate has actually increased or decreased, how long it takes for contacts to reach that goal, and you can browse 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 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 only some 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. Would not it be great to welcome 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 included by other systems, such as a dash, or “Guest.” If they have a first name, I say “Hey,” and then their given name. If they don’t, I simply state “Hey there,” (Gravity Forms Active Campaign Custom Field). By developing a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s very first name.

Gravity Forms Active Campaign Custom Field

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by allowing me utilize the very same automation over and over once again for my webinars, and I can quickly alter out all of the details.

Gravity Forms Active Campaign Custom FieldGravity Forms Active Campaign Custom Field

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of various variables here, such as the date and time of the webinar, the rate of the item, 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 modifications.

And here it remains in an e-mail. This message variable allows me to easily change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp occurs to have the very best email modifying experience. I actually like to send simple emails.

Gravity Forms Active Campaign Custom Field

I have actually discovered that really tough to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental template I produced. The user interface for the HTML editor appears like it was pulled from some complimentary open-source project. Gravity Forms Active Campaign Custom Field.

However, adding images is a little a task. You have to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs that you compose 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 abundant full-screen editor is a cumbersome experience. You need different text boxes for above and listed below the image. Recently I have actually begun using ActiveCampaign’s rich full-screen editor. They have some good templates, but I still wish to send out 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 eliminate – Gravity Forms Active Campaign Custom Field.

Gravity Forms Active Campaign Custom Field

However, with some adjustments, I can make my e-mail pretty standard. I can make it automatically use up the entire window, and I can fine-tune the typography to be slightly bigger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Imagine you’ve simply typed out an excellent e-mail. Gravity Forms Active Campaign Custom Field.

You can’t just add an image to a block of text. Rather, you need to produce 2 blocks of text: one for before 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 deal with when you wish to add one image, however when you wish to add numerous, it becomes a huge chore.

They even have a fundamental mage editor where you can crop the image – Gravity Forms Active Campaign Custom Field. MailChimp’s editor is the very best I’ve seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can create a truly plain e-mail, offered you make a fundamental template initially.

Gravity Forms Active Campaign Custom Field

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and add custom-made text to your images. I miss out on MailChimp’s email-editing experience (Gravity Forms Active Campaign Custom Field). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that prospective time cost savings.

ConvertKit’s email editing experience is extremely plain, but easy to navigate. Their templates are limited, which is fine with me, however their e-mail editing experience is slightly much easier in that you can create inline images, and you can create a completely plain email, and even modify the underlying HTML. If you want to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an e-mail, and it takes me to the editor for that e-mail. Note that I can’t even Command + Click to open it in another tab. Whether they meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to change backward and forward between different e-mails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective emails from each of those tabs.

Gravity Forms Active Campaign Custom Field

In the Automations section, there’s a “Handle 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 edit your entire series. Gravity Forms Active Campaign Custom Field. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Gravity Forms Active Campaign Custom Field. But selecting an email marketing platform is like choosing a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation choices.

You can combine 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 advanced segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw many others, a few of which I have actually already mentioned.

Gravity Forms Active Campaign Custom Field

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are much easier to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.