How Do I Add A Field To An Active Campaign List

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (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 Inform a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (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 information Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How Do I Add A Field To An Active Campaign List.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact purchases A tag is included to the contact A custom field is updated with a certain worth From there, you can develop Conditions, to examine whether the contact has a specific tag or customized field worth.

How Do I Add A Field To An Active Campaign List

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date takes place A customized field is updated with a particular 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 way I build my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to construct it. Lots of online marketers build really basic email series for their “email courses.” A contact register, and then that contact right away starts getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

How Do I Add A Field To An Active Campaign List

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How Do I Add A Field To An Active Campaign List).” The automation confirms 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 prepared for next week’s course, and encourage 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the very same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – How Do I Add A Field To An Active Campaign List. How Do I Add A Field To An Active Campaign List. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already bought the product I pitch in the webinar.

How Do I Add A Field To An Active Campaign List

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly struck the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How Do I Add A Field To An Active Campaign List.

This enables 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 registered, attended, missed, or based upon for how long they remained in the webinar. These tags can then trigger 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 do not open my e-mails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How Do I Add A Field To An Active Campaign List

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, thirty days, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t suggest.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one email asking if they still want 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 email, they have actually already been gotten rid of from the automation utilizing a different automation) – How Do I Add A Field To An Active Campaign List.

How Do I Add A Field To An Active Campaign List

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 don’t have tracking allowed. This type includes a tag that I utilize to filter those contacts out. How Do I Add A Field To An Active Campaign List. I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my emails?” verification.

How Do I Add A Field To An Active Campaign List

You can also see whether the completion rate has actually increased or decreased, how long 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 preferred feature. It conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) 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 normally do not need a given name to sign up to my list, however in some cases I get a first name, such as when somebody buys a product. Wouldn’t 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 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,” (How Do I Add A Field To An Active Campaign List). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s given name.

How Do I Add A Field To An Active Campaign List

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save 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 quickly change out all of the information.

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 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 changes or offer changes.

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

How Do I Add A Field To An Active Campaign List

I’ve found that extremely hard to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard template I created. The interface for the HTML editor appears like it was pulled from some free open-source task. How Do I Add A Field To An Active Campaign List.

Nevertheless, including images is a bit of a chore. You have to choose them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The option to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You require different text boxes for above and listed below the image. Recently I have actually started using ActiveCampaign’s abundant full-screen editor. They have some great templates, however I still want to send the simplest email possible. They do have some plain-looking e-mails, however they have some degree of minimal formatting, which you can’t get rid of – How Do I Add A Field To An Active Campaign List.

How Do I Add A Field To An Active Campaign List

However, with some changes, I can make my email quite fundamental. I can make it immediately take up the whole window, and I can tweak the typography to be slightly larger, and have a little more prominent. The most aggravating part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you have actually simply typed out a terrific e-mail. How Do I Add A Field To An Active Campaign List.

You can’t merely add an image to a block of text. Instead, you have to create two blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll need to watch on those to remain constant. That’s one thing to deal with when you wish to include one image, however when you want to include several, it ends up being a huge chore.

They even have a standard mage editor where you can crop the image – How Do I Add A Field To An Active Campaign List. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can produce a genuinely plain e-mail, offered you make a fundamental template first.

How Do I Add A Field To An Active Campaign List

MailChimp’s integrated image editor is very effective. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (How Do I Add A Field To An Active Campaign List). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that possible time savings.

ConvertKit’s email editing experience is very plain, however easy to browse. Their design templates are restricted, which is great with me, however their e-mail modifying experience is somewhat easier because you can develop inline images, and you can produce an absolutely 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 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 wished to change back and forth in between different emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective emails from each of those tabs.

How Do I Add A Field To An Active Campaign List

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 every one, or you can Command + Click to open each in a brand-new tab to more quickly edit your whole sequence. How Do I Add A Field To An Active Campaign List. Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How Do I Add A Field To An Active Campaign List. But selecting an email marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation alternatives.

You can integrate characteristics with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an extra $199 a month. In my look for the ideal email marketing platform, I saw many others, some of which I have actually currently mentioned.

How Do I Add A Field To An Active Campaign List

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are much simpler to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.