How Do I Use Active Campaign Based Upon Date

How Do I Use Active Campaign Based Upon Date

How Do I Use Active Campaign Based Upon DateHow Do I Use Active Campaign Based Upon Date

You can likewise see whether the conclusion rate has increased or reduced, 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 conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s say you have the first name of only some of your contacts, which holds true with my list. I normally do not require a given name to sign up to my list, however often I get a given name, such as when someone buys a product. Wouldn’t 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 also 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 very first name. If they do not, I just say “Hey there,” (How Do I Use Active Campaign Based Upon Date). By constructing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s very first name.

How Do I Use Active Campaign Based Upon Date

I produced a variable that’s simply %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 actually conserve me a great deal of time is by enabling me utilize the exact same automation over and over again for my webinars, and I can quickly change out all of the information.

How Do I Use Active Campaign Based Upon DateHow Do I Use Active Campaign Based Upon Date

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 cost of the product, deal terms, discount coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or offer modifications.

And here it is in an e-mail. This message variable enables 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 switched from MailChimp, and MailChimp takes place to have the very best email editing experience. I truly like to send basic e-mails.

How Do I Use Active Campaign Based Upon Date

I have actually discovered that very hard to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I created. The user interface for the HTML editor appears like it was pulled from some free open-source task. How Do I Use Active Campaign Based Upon Date.

Nevertheless, adding images is a little bit of a task. You have to choose 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 alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek 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 utilizing ActiveCampaign’s rich text editor. They have some great templates, however I still wish to send out the simplest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t eliminate – How Do I Use Active Campaign Based Upon Date.

How Do I Use Active Campaign Based Upon Date

However, with some adjustments, I can make my e-mail quite standard. I can make it immediately use up the entire window, and I can fine-tune the typography to be slightly bigger, and have a little more prominent. The most aggravating part of ActiveCampaign’s rich full-screen editor is including images. Imagine you’ve simply typed out a great e-mail. How Do I Use Active Campaign Based Upon Date.

You can’t merely include an image to a block of text. Rather, you have to develop 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting modifications, you’ll need to keep an eye on those to stay constant. That’s something to deal with when you desire to include one image, but when you wish to add several, it becomes a huge task.

They even have a standard mage editor where you can crop the image – How Do I Use Active Campaign Based Upon Date. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can develop a genuinely plain e-mail, supplied you make a standard template first.

How Do I Use Active Campaign Based Upon Date

MailChimp’s integrated image editor is extremely powerful. You can resize, crop, and include customized text to your images. I miss out on MailChimp’s email-editing experience (How Do I Use Active Campaign Based Upon Date). 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 make up for that potential time savings.

ConvertKit’s email editing experience is extremely plain, but simple to browse. Their design templates are restricted, which is great with me, however their e-mail editing experience is somewhat simpler in that you can produce inline images, and you can create an absolutely plain e-mail, and even edit the underlying HTML. If you wish to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an e-mail, 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change backward and forward between different 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 Use Active Campaign Based Upon Date

In the Automations section, there’s a “Handle Messages” location. 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 quickly modify your entire sequence. How Do I Use Active Campaign Based Upon Date. Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How Do I Use Active Campaign Based Upon Date. However picking an email marketing platform resembles choosing a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited division choices.

You can combine characteristics with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw many others, a few of which I have actually already mentioned.

How Do I Use Active Campaign Based Upon Date

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using 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 do not have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

How Do I Use Active Campaign Based Upon Date

How Do I Use Active Campaign Based Upon Date

How Do I Use Active Campaign Based Upon DateHow Do I Use Active Campaign Based Upon Date

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site options (readily available in the “Pro” strategy) 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 available in ActiveCampaign’s automations are: Send out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How Do I Use Active Campaign Based Upon Date.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field worth.

How Do I Use Active Campaign Based Upon Date

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date takes place A custom field is upgraded with a particular 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 build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to construct it. Numerous online marketers construct very easy e-mail series for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however impossible 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 need to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How Do I Use Active Campaign Based Upon Date

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (How Do I Use Active Campaign Based Upon Date).” 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” email to get the trainees prepared for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday 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 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 very same email to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – How Do I Use Active Campaign Based Upon Date. How Do I Use Active Campaign Based Upon Date. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.

How Do I Use Active Campaign Based Upon Date

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 immediately struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How Do I Use Active Campaign Based Upon Date.

This enables me to customize 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 signed up, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

How Do I Use Active Campaign Based Upon Date

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform 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, 1 month, 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 again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not advise.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve currently been removed from the automation using a separate automation) – How Do I Use Active Campaign Based Upon Date.

How Do I Use Active Campaign Based Upon Date

How Do I Use Active Campaign Based Upon DateHow Do I Use Active Campaign Based Upon Date

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. How Do I Use Active Campaign Based Upon Date. I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” confirmation.