How Can I Import A File With Tags In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (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 Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How Can I Import A File With Tags In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A customized field is updated with a particular worth From there, you can create Conditions, to inspect whether the contact has a specific tag or customized field value.

How Can I Import A File With Tags In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date happens A custom field is updated with a certain value You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I ‘d like to build it. Lots of online marketers develop really basic email sequences for their “e-mail courses.” A contact signs up, and then that contact instantly begins getting lessons.

It was easy 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 website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.

How Can I Import A File With Tags In Active Campaign

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How Can I Import A File With Tags In 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” email to get the trainees prepared 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 e-mail 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 don’t desire to send the very same e-mail to every individual on my list. I wish to send them the appropriate e-mail for their level of engagement – How Can I Import A File With Tags In Active Campaign. How Can I Import A File With Tags In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

How Can I Import A File With Tags In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How Can I Import A File With Tags In Active Campaign.

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 add tags based upon whether the contact registered, attended, 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 money, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other e-mails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

How Can I Import A File With Tags In Active Campaign

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 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 eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not recommend.

Some subscribers don’t 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 out one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they have actually already been removed from the automation using a separate automation) – How Can I Import A File With Tags In Active Campaign.

How Can I Import A File With Tags In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they do not have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. How Can I Import A File With Tags In Active Campaign. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my emails?” confirmation.

How Can I Import A File With Tags In Active Campaign

You can likewise see whether the completion 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 objective. 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 ” snippets”) has a comparable function.

Let’s state you have the first name of only some of your contacts, which holds true with my list. I typically don’t need a very first name to sign up to my list, however in some cases I get a given name, such as when somebody purchases a product. Would not it be great to greet your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms included 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 don’t, I simply say “Hey there,” (How Can I Import A File With Tags In Active Campaign). By building a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether or not I have the contact’s very first name.

How Can I Import A File With Tags In Active Campaign

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the e-mail. 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 enabling me use the exact same automation over and over once again for my webinars, and I can quickly change out all of the information.

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of various variables here, such as the date and time of the webinar, the cost of the item, deal terms, voucher code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule changes or deal changes.

And here it remains in an e-mail. This message variable allows me to quickly alter out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email editing experience. I changed from MailChimp, and MailChimp happens to have the best e-mail editing experience. I actually like to send out easy emails.

How Can I Import A File With Tags In Active Campaign

I’ve discovered that extremely tough 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 utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental template I created. The user interface for the HTML editor looks like it was pulled from some free open-source project. How Can I Import A File With Tags In Active Campaign.

However, adding images is a little bit of a chore. You have to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs that you compose totally in HTML. The option to this, if you wish 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 clunky experience. You require different text boxes for above and below the image. Lately I have actually begun utilizing ActiveCampaign’s rich full-screen editor. They have some good design templates, but I still wish to send out the plainest e-mail possible. They do have some plain-looking e-mails, however they have some degree of minimal formatting, which you can’t remove – How Can I Import A File With Tags In Active Campaign.

How Can I Import A File With Tags In Active Campaign

But, with some changes, I can make my e-mail quite standard. I can make it instantly use up the whole window, and I can fine-tune the typography to be slightly larger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s rich text editor is adding images. Picture you’ve simply typed out a fantastic email. How Can I Import A File With Tags In Active Campaign.

You can’t just include an image to a block of text. Instead, you have to produce 2 blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll need to keep an eye on those to stay constant. That’s one thing to deal with when you wish to add one image, however when you wish to add a number of, it ends up being a big task.

They even have a fundamental mage editor where you can crop the image – How Can I Import A File With Tags In Active Campaign. MailChimp’s editor is the finest I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can create a truly plain e-mail, provided you make a basic design template initially.

How Can I Import A File With Tags In Active Campaign

MailChimp’s integrated image editor is incredibly powerful. You can resize, crop, and include custom-made text to your images. I miss out on MailChimp’s email-editing experience (How Can I Import A File With Tags In Active Campaign). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that potential time cost savings.

ConvertKit’s e-mail modifying experience is extremely plain, however easy to navigate. Their templates are limited, which is fine with me, but their email editing experience is somewhat much easier because you can produce inline images, and you can develop a completely plain e-mail, and even edit the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an email, 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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to switch back and forth in between numerous e-mails, I would intuitively be inclined open the same automation in various tabs, then open the respective e-mails from each of those tabs.

How Can I Import A File With Tags In Active Campaign

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 edit each one, or you can Command + Click to open each in a brand-new tab to more easily edit your entire sequence. How Can I Import A File With Tags In Active Campaign. 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 Can I Import A File With Tags In Active Campaign. However selecting an email marketing platform resembles picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

You can integrate qualities with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro strategy enables more sophisticated segmenting, for an additional $199 a month. In my look for the ideal email marketing platform, I saw numerous others, a few of which I’ve currently mentioned.

How Can I Import A File With Tags In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They likewise do not have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.

How Can I Import A File With Tags In Active Campaign

You can likewise see whether the conclusion rate has increased or reduced, the length of time it considers contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a lot of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s say you have the very first name of only some of your contacts, which is the case with my list. I usually don’t need a very first name to register to my list, however often I get a first name, such as when somebody purchases a product. Wouldn’t it be nice to greet your contacts by name, in the events 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 given name. If they don’t, I simply say “Hey there,” (How Can I Import A File With Tags In Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s given name.

How Can I Import A File With Tags In Active Campaign

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

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 cost of the product, deal 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 offer changes.

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

How Can I Import A File With Tags In Active Campaign

I’ve found that extremely hard to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental template I created. The user interface for the HTML editor appears like it was pulled from some complimentary open-source project. How Can I Import A File With Tags In Active Campaign.

Nevertheless, adding images is a little bit of a task. You have to pick them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The option to this, if you desire to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need separate text boxes for above and below the image. Recently I have actually started using ActiveCampaign’s abundant text editor. They have some good design templates, however I still wish to send the simplest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t get rid of – How Can I Import A File With Tags In Active Campaign.

How Can I Import A File With Tags In Active Campaign

But, with some changes, I can make my e-mail quite fundamental. I can make it automatically use up the entire window, and I can tweak the typography to be slightly bigger, and have a little bit more leading. The most frustrating part of ActiveCampaign’s rich text editor is adding images. Imagine you have actually simply typed out a great e-mail. How Can I Import A File With Tags In Active Campaign.

You can’t simply include an image to a block of text. Instead, you need to develop 2 blocks of text: one for before the image, and one for after the image. If you have actually made any formatting changes, you’ll need to watch on those to stay consistent. That’s one thing to handle when you desire to add one image, however when you wish to add a number of, it becomes a huge task.

They even have a fundamental mage editor where you can crop the image – How Can I Import A File With Tags In Active Campaign. MailChimp’s editor is the finest 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 develop a really plain e-mail, offered you make a standard design template initially.

How Can I Import A File With Tags In Active Campaign

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and add custom-made text to your images. I miss out on MailChimp’s email-editing experience (How Can I Import A File With Tags In Active Campaign). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s email modifying experience is extremely plain, however easy to browse. Their design templates are limited, which is fine with me, but their e-mail modifying experience is a little much easier because you can develop inline images, and you can develop 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 email, 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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to switch back and forth between numerous e-mails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the particular emails from each of those tabs.

How Can I Import A File With Tags In Active Campaign

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 easily modify your entire sequence. How Can I Import A File With Tags In Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How Can I Import A File With Tags In Active Campaign. However picking an e-mail 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 changed from MailChimp to ActiveCampaign was that MailChimp has restricted division choices.

You can integrate attributes 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 segment by AND/OR, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw many others, a few of which I have actually currently discussed.

How Can I Import A File With Tags In 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 divisions alternatives aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.

How Can I Import A File With Tags In Active Campaign

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is included 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 particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’s place in the automation.) Start or end another automation, or end the current 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-made Audience management are all “Pro” features – How Can I Import A File With Tags In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off 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 particular value From there, you can create Conditions, to examine whether the contact has a certain tag or custom-made field value.

How Can I Import A File With Tags In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date happens A customized field is updated with a specific worth 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 method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I ‘d like to build it. Numerous online marketers build extremely easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

How Can I Import A File With Tags In Active Campaign

Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How Can I Import A File With Tags In Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students ready for next week’s course, and motivate them to share it with buddies.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration 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 wish to send out the same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – How Can I Import A File With Tags In Active Campaign. How Can I Import A File With Tags In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently purchased the product I pitch in the webinar.

How Can I Import A File With Tags In Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, 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. How Can I Import A File With Tags 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, participated in, 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 most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

How Can I Import A File With Tags In Active Campaign

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 adds 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, gets rid of all of those tags, and starts this automation over again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not suggest.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send out 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 email (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation using a separate automation) – How Can I Import A File With Tags In Active Campaign.

How Can I Import A File With Tags In Active Campaign

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 know that they do not have tracking allowed. This kind includes a tag that I use to filter those contacts out. How Can I Import A File With Tags In Active Campaign. I used to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my e-mails?” verification.