How Does Active Campaign Use Activecampaign

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use ActivecampaignHow Does Active Campaign Use Activecampaign

To begin 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 registers for a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin building the actions in your automation. Some actions that are 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 skip 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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How Does Active Campaign Use Activecampaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is added to the contact A custom field is upgraded with a certain worth From there, you can develop Conditions, to examine whether the contact has a specific tag or customized field value.

How Does Active Campaign Use Activecampaign

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 added or gotten rid of The contact buys A date happens A custom-made field is upgraded with a particular worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to build it. Many marketers construct very simple e-mail sequences for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My e-mail 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 first tried this approach, I was on MailChimp.

How Does Active Campaign Use Activecampaign

Here’s the automation I use to welcome brand-new students 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 Does Active Campaign Use Activecampaign).” The automation validates 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 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 e-mail 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 want to send the exact same e-mail to everyone on my list. I want to send them the proper email for their level of engagement – How Does Active Campaign Use Activecampaign. How Does Active Campaign Use Activecampaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.

How Does Active Campaign Use Activecampaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Objective” 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 Does Active Campaign Use Activecampaign.

This allows 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 include tags based upon whether the contact registered, attended, missed, or based upon for how long they remained in the webinar. These tags can then activate 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. People who do not open my emails make it harder for other e-mails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has lead scoring built in.

How Does Active Campaign Use Activecampaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes 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 eliminates them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming at first, and this is one of 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 have to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve already been removed from the automation using a different automation) – How Does Active Campaign Use Activecampaign.

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use ActivecampaignHow Does Active Campaign Use Activecampaign

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 know that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. How Does Active Campaign Use Activecampaign. I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send out a simple “do you still want my emails?” verification.

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use ActivecampaignHow Does Active Campaign Use Activecampaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How Does Active Campaign Use Activecampaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is added to the contact A customized field is updated with a certain worth From there, you can produce Conditions, to check whether the contact has a certain tag or custom field value.

How Does Active Campaign Use Activecampaign

You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date takes place A custom-made field is upgraded with a specific worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to construct it. Many online marketers develop really basic e-mail 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 difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You have 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 Does Active Campaign Use Activecampaign

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How Does Active Campaign Use Activecampaign).” 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 trainees ready for next week’s course, and motivate them to share it with good friends.

The contact will start getting lessons the following Monday early 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 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 desire to send out the same email to everyone on my list. I wish to send them the proper email for their level of engagement – How Does Active Campaign Use Activecampaign. How Does Active Campaign Use Activecampaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already purchased the product I pitch in the webinar.

How Does Active Campaign Use Activecampaign

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

This enables 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 registered, participated in, missed out on, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more 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 emails to get to the people who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

How Does Active Campaign Use Activecampaign

Here’s an automation I got 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 adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, 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 wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t advise.

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been busy. 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 e-mail list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually already been gotten rid of from the automation utilizing a different automation) – How Does Active Campaign Use Activecampaign.

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use ActivecampaignHow Does Active Campaign Use Activecampaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they don’t have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. How Does Active Campaign Use Activecampaign. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my e-mails?” verification.

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use ActivecampaignHow Does Active Campaign Use Activecampaign

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

Let’s say you have the given name of just some of your contacts, which is the case with my list. I normally do not need a given name to sign up to my list, but in some cases I get a first name, such as when somebody buys a product. Wouldn’t it be nice to welcome your contacts by name, in the cases when you have it? You can do this, however it’s cumbersome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and then their given name. If they don’t, I simply say “Hey there,” (How Does Active Campaign Use Activecampaign). By building a Message Variable in ActiveCampaign, I can easily change my greeting according to whether or not I have the contact’s very first name.

How Does Active Campaign Use Activecampaign

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

How Does Active Campaign Use ActivecampaignHow Does Active Campaign Use Activecampaign

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

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

How Does Active Campaign Use Activecampaign

I have actually discovered that extremely difficult to do with ActiveCampaign. For awhile, I was modifying emails 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 triggered by a basic design template I created. The user interface for the HTML editor looks like it was pulled from some totally free open-source job. How Does Active Campaign Use Activecampaign.

However, adding images is a little a task. You have to pick them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you compose totally in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich full-screen editor is a clunky experience. You need separate text boxes for above and listed below the image. Lately I have actually begun using ActiveCampaign’s abundant full-screen editor. They have some great design templates, however I still wish to send out the plainest email possible. They do have some plain-looking e-mails, but they have some degree of very little formatting, which you can’t remove – How Does Active Campaign Use Activecampaign.

How Does Active Campaign Use Activecampaign

But, with some adjustments, I can make my e-mail quite fundamental. I can make it immediately take up the whole window, and I can tweak the typography to be a little bigger, and have a bit more prominent. The most aggravating part of ActiveCampaign’s abundant text editor is adding images. Imagine you’ve simply typed out a fantastic e-mail. How Does Active Campaign Use Activecampaign.

You can’t merely add an image to a block of text. Instead, you need to develop two blocks of text: one for before the image, and one for after the image. If you’ve made any formatting modifications, you’ll need to watch on those to remain consistent. That’s something to deal with when you want to add one image, however when you desire to include a number of, it becomes a huge task.

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

How Does Active Campaign Use Activecampaign

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

ConvertKit’s email editing experience is extremely plain, but easy to browse. Their templates are restricted, which is great with me, but their email modifying experience is slightly easier in that you can create inline images, and you can produce an absolutely 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 cumbersome.

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

How Does Active Campaign Use Activecampaign

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 modify your entire sequence. How Does Active Campaign Use Activecampaign. Contrast that with ConvertKit’s Series.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How Does Active Campaign Use Activecampaign. However picking an e-mail marketing platform is like selecting 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 restricted division options.

You can integrate 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 just section by AND/OR, however MailChimp’s Pro strategy enables more advanced segmenting, for an extra $199 a month. In my look for the best e-mail marketing platform, I saw numerous others, a few of which I’ve already mentioned.

How Does Active Campaign Use Activecampaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to build, though they aren’t as flexible as ActiveCampaign’s, and their segmentations choices aren’t as sophisticated either. They also don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I switched from MailChimp to ActiveCampaign.

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use Activecampaign

How Does Active Campaign Use ActivecampaignHow Does Active Campaign Use Activecampaign

You can also see whether the conclusion rate has actually increased or decreased, for how long 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 preferred feature. It conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s say you have the very first name of just some of your contacts, which is the case with my list. I usually don’t require a first name to register to my list, but in some cases I get a first name, such as when someone buys 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 cumbersome.

I’m also 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 simply state “Hey there,” (How Does Active Campaign Use Activecampaign). By building a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s very first name.

How Does Active Campaign Use Activecampaign

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

How Does Active Campaign Use ActivecampaignHow Does Active Campaign Use Activecampaign

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 rate of the item, deal terms, coupon 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 changes.

And here it remains in an e-mail. This message variable allows me to quickly change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp occurs to have the finest e-mail modifying experience. I truly like to send simple e-mails.

How Does Active Campaign Use Activecampaign

I’ve found that very tough to do with ActiveCampaign. For awhile, 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 basic design template I produced. The user interface for the HTML editor appears like it was pulled from some totally free open-source job. How Does Active Campaign Use Activecampaign.

However, including images is a little a chore. You need to select them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The alternative to this, if you desire to have control over the HTML, is to modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant text editor is a cumbersome experience. You require separate text boxes for above and listed below the image. Recently I have begun using ActiveCampaign’s abundant text editor. They have some good templates, but I still desire to send out the simplest email possible. They do have some plain-looking emails, but they have some degree of very little format, which you can’t get rid of – How Does Active Campaign Use Activecampaign.

How Does Active Campaign Use Activecampaign

However, with some modifications, I can make my e-mail quite fundamental. I can make it automatically take up the entire window, and I can fine-tune the typography to be a little bigger, and have a little bit more leading. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Imagine you have actually just typed out a fantastic email. How Does Active Campaign Use Activecampaign.

You can’t just add an image to a block of text. Rather, you have to produce 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any format modifications, you’ll need to keep an eye on those to remain constant. That’s one thing to handle when you want to include one image, however when you want to add several, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – How Does Active Campaign Use Activecampaign. 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 create a genuinely plain e-mail, supplied you make a basic template initially.

How Does Active Campaign Use Activecampaign

MailChimp’s integrated image editor is extremely powerful. You can resize, crop, and add custom-made text to your images. I miss out on MailChimp’s email-editing experience (How Does Active Campaign Use Activecampaign). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s email modifying experience is very plain, but easy to browse. Their templates are restricted, which is fine with me, however their email editing experience is a little much easier in that you can produce inline images, and you can create a completely plain e-mail, 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 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 disabled Command + Click from the automation editor. If I desired to switch backward and forward in between various emails, I would intuitively be inclined open the very same automation in numerous tabs, then open the respective emails from each of those tabs.

How Does Active Campaign Use Activecampaign

In the Automations section, there’s a “Manage 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 quickly edit your whole series. How Does Active Campaign Use Activecampaign. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How Does Active Campaign Use Activecampaign. However picking an e-mail marketing platform is like picking a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation alternatives.

You can combine 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 just segment by AND/OR, nevertheless MailChimp’s Pro strategy enables more advanced segmenting, for an extra $199 a month. In my look for the best email marketing platform, I saw lots of others, some of which I’ve already discussed.

How Does Active Campaign Use Activecampaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.