How Do I Sort By A Tag In Active Campaign

How Do I Sort By A Tag In Active Campaign

How Do I Sort By A Tag In Active CampaignHow Do I Sort By A Tag In Active Campaign

You can also see whether the conclusion rate has increased or reduced, the length of time 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 preferred function. It saves me a heap of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s state you have the given name of only a few of your contacts, which holds true with my list. I generally do not need a given name to sign up to my list, however in some cases I get a first name, such as when someone purchases an item. 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 likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I say “Hey,” and then their very first name. If they do not, I simply say “Hey there,” (How Do I Sort By A Tag In Active Campaign). By constructing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s very first name.

How Do I Sort By A Tag In Active Campaign

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

How Do I Sort By A Tag In Active CampaignHow Do I Sort By A Tag In Active Campaign

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 rate of the product, offer terms, voucher 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 is in an e-mail. This message variable enables me to easily alter out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp occurs to have the very best email modifying experience. I really like to send out simple emails.

How Do I Sort By A Tag In Active Campaign

I’ve 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 triggered by a standard template I produced. The interface for the HTML editor looks like it was pulled from some totally free open-source job. How Do I Sort By A Tag In Active Campaign.

However, adding images is a bit of a task. You have to choose them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The option to this, if you want to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require separate text boxes for above and below the image. Recently I have started using ActiveCampaign’s rich text editor. They have some nice templates, but I still want to send 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 eliminate – How Do I Sort By A Tag In Active Campaign.

How Do I Sort By A Tag In Active Campaign

However, with some adjustments, I can make my email pretty standard. I can make it immediately use up the whole window, and I can tweak the typography to be a little larger, and have a bit more leading. The most aggravating part of ActiveCampaign’s rich text editor is adding images. Imagine you have actually simply typed out a terrific e-mail. How Do I Sort By A Tag In Active Campaign.

You can’t just add an image to a block of text. Instead, you have to create two blocks of text: one for before the image, and one for after the image. If you have actually made any formatting changes, you’ll have to watch on those to stay constant. That’s one thing to handle when you wish to include one image, however when you wish to include numerous, it becomes a huge chore.

They even have a standard mage editor where you can crop the image – How Do I Sort By A Tag In Active Campaign. 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 develop a truly plain e-mail, supplied you make a fundamental template first.

How Do I Sort By A Tag In Active Campaign

MailChimp’s built-in image editor is very effective. You can resize, crop, and include customized text to your images. I miss out on MailChimp’s email-editing experience (How Do I Sort By A Tag In Active Campaign). It would save me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that potential time savings.

ConvertKit’s email modifying experience is really plain, however simple to navigate. Their templates are limited, which is great with me, however their e-mail editing experience is somewhat simpler because you can produce inline images, and you can create a totally plain email, and even modify the underlying HTML. If you wish to make some quick edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an email, 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change backward and forward in between various e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

How Do I Sort By A Tag In Active Campaign

In the Automations section, there’s a “Manage 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 new tab to more quickly edit your entire sequence. How Do I Sort By A Tag In Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How Do I Sort By A Tag In Active Campaign. But selecting an e-mail marketing platform is like selecting a partner. ActiveCampaign makes up for 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 division choices.

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 segment by AND/OR, however MailChimp’s Pro plan permits more advanced segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw many others, a few of which I have actually already discussed.

How Do I Sort By A Tag 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 flexible as ActiveCampaign’s, and their segmentations options aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

How Do I Sort By A Tag In Active Campaign

How Do I Sort By A Tag In Active Campaign

How Do I Sort By A Tag In Active CampaignHow Do I Sort By A Tag In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a form E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain 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 testing 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 Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How Do I Sort By A Tag In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is added to the contact A customized field is upgraded with a particular worth From there, you can create Conditions, to check whether the contact has a specific tag or customized field worth.

How Do I Sort By A Tag In Active Campaign

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date occurs A custom-made field is upgraded with a specific value You don’t create 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 e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to construct it. Numerous marketers construct extremely easy email sequences for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.

How Do I Sort By A Tag In Active Campaign

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How Do I Sort By A Tag In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 wish to send out the exact same email to every individual on my list. I wish to send them the proper e-mail for their level of engagement – How Do I Sort By A Tag In Active Campaign. How Do I Sort By A Tag In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already acquired the item I pitch in the webinar.

How Do I Sort By A Tag In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. How Do I Sort By A Tag 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 include tags based upon whether the contact signed up, participated in, missed, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

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

How Do I Sort By A Tag In Active Campaign

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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 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 overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not suggest.

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been removed from the automation utilizing a different automation) – How Do I Sort By A Tag In Active Campaign.

How Do I Sort By A Tag In Active Campaign

How Do I Sort By A Tag In Active CampaignHow Do I Sort By A Tag In Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. How Do I Sort By A Tag In Active Campaign. I used to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” confirmation.