How Active Campaign Works

How Active Campaign Works

How Active Campaign WorksHow Active Campaign Works

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (available in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for testing 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How Active Campaign Works.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A customized field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or customized field worth.

How Active Campaign Works

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date happens A customized field is upgraded with a specific worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I wish to build it. Lots of online marketers build really simple email series for their “email courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. 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 brand-new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

How Active Campaign Works

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How Active Campaign Works).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email 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 early morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up e-mail 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 the same e-mail to every individual on my list. I want to send them the suitable e-mail for their level of engagement – How Active Campaign Works. How Active Campaign Works. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.

How Active Campaign Works

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they instantly hit the “Objective” toward 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. How Active Campaign Works.

This enables me to personalize 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 registered, went to, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How Active Campaign Works

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t recommend.

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

How Active Campaign Works

How Active Campaign WorksHow Active Campaign Works

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This kind adds a tag that I use to filter those contacts out. How Active Campaign Works. I utilized to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my emails?” confirmation.

How Active Campaign Works

How Active Campaign Works

How Active Campaign WorksHow Active Campaign Works

You can likewise see whether the completion rate has increased or decreased, how long it considers contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has an equivalent function.

Let’s say you have the first name of just a few of your contacts, which is the case with my list. I typically don’t need a given name to sign up to my list, but sometimes I get a very first name, such as when someone purchases a product. Would not it be good to greet your contacts by name, in the cases 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 “Visitor.” If they have a first name, I state “Hey,” and then their given name. If they do not, I just state “Hey there,” (How Active Campaign Works). By building a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s very first name.

How Active Campaign Works

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually conserve me a great deal of time is by enabling me utilize the same automation over and over once again for my webinars, and I can rapidly alter out all of the details.

How Active Campaign WorksHow Active Campaign Works

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, offer terms, discount coupon code, and more. Each time I run a 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 alter out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp happens to have the very best email modifying experience. I actually like to send simple e-mails.

How Active Campaign Works

I’ve discovered that extremely difficult to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard design template I developed. The interface for the HTML editor looks like it was pulled from some totally free open-source task. How Active Campaign Works.

However, including images is a bit of a chore. You need to pick them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor requires that you compose totally in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You require different text boxes for above and below the image. Recently I have started using ActiveCampaign’s abundant text editor. They have some great design templates, however I still want to send out the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t remove – How Active Campaign Works.

How Active Campaign Works

However, with some modifications, I can make my e-mail quite standard. I can make it automatically take up the whole window, and I can tweak the typography to be slightly larger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s rich full-screen editor is including images. Imagine you’ve just typed out a fantastic e-mail. How Active Campaign Works.

You can’t simply include an image to a block of text. Rather, you need to create 2 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 remain consistent. That’s one thing to deal with when you want to include one image, but when you desire to add several, it becomes a big chore.

They even have a basic mage editor where you can crop the image – How Active Campaign Works. MailChimp’s editor is the best I’ve seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can create a truly plain email, offered you make a standard design template initially.

How Active Campaign Works

MailChimp’s integrated image editor is exceptionally effective. You can resize, crop, and include custom-made text to your images. I miss out on MailChimp’s email-editing experience (How Active Campaign Works). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that prospective time cost savings.

ConvertKit’s email modifying experience is very plain, however simple to browse. Their templates are limited, which is fine with me, but their email editing experience is somewhat easier because you can create inline images, and you can develop an absolutely plain e-mail, and even edit the underlying HTML. If you desire to make some quick edits to some e-mails 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 wanted to switch back and forth in between various emails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective e-mails from each of those tabs.

How Active Campaign Works

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 modify each one, or you can Command + Click to open each in a new tab to more easily modify your entire series. How Active Campaign Works. Contrast that with ConvertKit’s Series.

Once again, it would save me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How Active Campaign Works. However picking an email marketing platform is like choosing a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division choices.

You can integrate attributes with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can only section by AND/OR, nevertheless MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my search for the ideal email marketing platform, I saw many others, some of which I’ve already pointed out.

How Active Campaign Works

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions options 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.