How To Add A Field To Active Campaign

How To Add A Field To Active Campaign

How To Add A Field To Active CampaignHow To Add A Field To Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site alternatives (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 offered in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid 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 information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Add A Field To Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is included to the contact A customized field is updated with a particular value From there, you can develop Conditions, to check whether the contact has a particular tag or custom field worth.

How To Add A Field To Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date occurs A custom-made field is updated with a particular worth You don’t develop 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 easy for me to construct my email course exactly how I ‘d like to build it. Lots of online marketers build very simple e-mail series for their “e-mail courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Add A Field To Active Campaign

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Add A Field To Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students ready for next week’s course, and encourage them to share it with pals.

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 email the following Friday early morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the very same email to everyone on my list. I wish to send them the suitable email for their level of engagement – How To Add A Field To Active Campaign. How To Add A Field To Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently acquired the product I pitch in the webinar.

How To Add A Field To Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately hit 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 To Add A Field To Active Campaign.

This enables me to tailor 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, 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 most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Add A Field To Active Campaign

Here’s an automation I got 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, thirty days, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail 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 currently clicked the confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a separate automation) – How To Add A Field To Active Campaign.

How To Add A Field To Active Campaign

How To Add A Field To Active CampaignHow To Add A Field To Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type 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 To Add A Field To Active Campaign. I utilized to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send a simple “do you still desire my emails?” verification.

How To Add A Field To Active Campaign

How To Add A Field To Active Campaign

How To Add A Field To Active CampaignHow To Add A Field To Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a certain 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 out an email Alert 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 objective’s place 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” functions – How To Add A Field To Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom field value.

How To Add A Field To Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date takes place A customized field is updated with a certain value You don’t 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 develop my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to develop it. Many marketers develop really easy e-mail series for their “e-mail courses.” A contact indications up, and then that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday morning. When I first tried this approach, I was on MailChimp.

How To Add A Field To Active Campaign

Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Add A Field To 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” e-mail to get the trainees ready for next week’s course, and encourage them to share it with buddies.

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 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 exact same e-mail to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – How To Add A Field To Active Campaign. How To Add A Field To Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently purchased the product I pitch in the webinar.

How To Add A Field To Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Add A Field To 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, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then trigger 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. People 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 lead scoring integrated in.

How To Add A Field To Active Campaign

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not suggest.

Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they’ve currently been removed from the automation utilizing a separate automation) – How To Add A Field To Active Campaign.

How To Add A Field To Active Campaign

How To Add A Field To Active CampaignHow To Add A Field To Active Campaign

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 do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. How To Add A Field To Active Campaign. I used to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” verification.

How To Add A Field To Active Campaign

How To Add A Field To Active Campaign

How To Add A Field To Active CampaignHow To Add A Field To Active Campaign

You can also see whether the conclusion rate has actually increased or reduced, how long it considers contacts to reach that goal, 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 ton of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the given name of just a few of your contacts, which is the case with my list. I normally don’t need a first name to register to my list, however in some cases I get a first name, such as when somebody buys a product. Wouldn’t it be great to welcome 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 “Visitor.” If they have a first name, I say “Hey,” and then their very first name. If they don’t, I just state “Hey there,” (How To Add A Field To Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s given name.

How To Add A Field To Active Campaign

I developed 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 truly save me a lot of time is by allowing me use the exact same automation over and over again for my webinars, and I can rapidly alter out all of the details.

How To Add A Field To Active CampaignHow To Add A Field To 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 cost of the item, offer terms, coupon code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule modifications or deal modifications.

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

How To Add A Field To Active Campaign

I have actually found that extremely hard to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard template I produced. The user interface for the HTML editor appears like it was pulled from some complimentary open-source task. How To Add A Field To Active Campaign.

Nevertheless, adding images is a little bit of a chore. You need to select them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor needs 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 rich text editor is a clunky experience. You require separate text boxes for above and below the image. Recently I have started using ActiveCampaign’s abundant text editor. They have some nice design templates, but I still desire to send out the plainest email possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t eliminate – How To Add A Field To Active Campaign.

How To Add A Field To Active Campaign

But, with some changes, I can make my e-mail quite fundamental. I can make it automatically take up the whole window, and I can tweak the typography to be slightly larger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s rich text editor is including images. Envision you have actually simply typed out an excellent email. How To Add A Field To Active Campaign.

You can’t merely add an image to a block of text. Rather, you need 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 need to keep an eye on those to remain consistent. That’s one thing to deal with when you want to include one image, but when you want to add a number of, it becomes a big chore.

They even have a standard mage editor where you can crop the image – How To Add A Field To Active Campaign. MailChimp’s editor is the finest 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 create a really plain email, provided you make a basic template initially.

How To Add A Field To Active Campaign

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

ConvertKit’s e-mail editing experience is very plain, but simple to browse. 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 create a completely 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 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 handicapped Command + Click from the automation editor. If I wanted to change backward and forward between various e-mails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective emails from each of those tabs.

How To Add A Field To Active Campaign

In the Automations area, there’s a “Handle 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 sequence. How To Add A Field To Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Add A Field To Active Campaign. However selecting an email marketing platform resembles picking a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

You can integrate characteristics with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro plan allows more advanced segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw numerous others, a few of which I have actually already mentioned.

How To Add A Field To Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much simpler to develop, though they aren’t as versatile as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.

How To Add A Field To Active Campaign

How To Add A Field To Active Campaign

How To Add A Field To Active CampaignHow To Add A Field To Active Campaign

You can likewise see whether the completion rate has actually 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 function. It saves me a lot of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent function.

Let’s state you have the first name of only some of your contacts, which is the case with my list. I usually don’t need a given name to register to my list, however sometimes I get a first name, such as when someone 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 added 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 don’t, I just state “Hey there,” (How To Add A Field To Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s given name.

How To Add A Field To Active Campaign

I created a variable that’s simply %greeting-hey%. If I have the contact’s name, it shows up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a lot of time is by enabling me use the exact same automation over and over again for my webinars, and I can quickly change out all of the details.

How To Add A Field To Active CampaignHow To Add A Field To Active Campaign

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

And here it remains in an email. This message variable enables me to quickly change 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 occurs to have the best e-mail editing experience. I really like to send basic e-mails.

How To Add A Field To Active Campaign

I’ve discovered that extremely tough to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a basic template I produced. The interface for the HTML editor appears like it was pulled from some free open-source project. How To Add A Field To Active Campaign.

Nevertheless, adding images is a little a task. You have to pick them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you make up totally in HTML. The option 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 cumbersome experience. You require different text boxes for above and below the image. Lately I have actually started utilizing ActiveCampaign’s rich text editor. They have some nice templates, however I still wish to send out the plainest email possible. They do have some plain-looking emails, but they have some degree of minimal format, which you can’t remove – How To Add A Field To Active Campaign.

How To Add A Field To Active Campaign

But, with some changes, I can make my e-mail pretty basic. I can make it immediately use up the entire window, and I can tweak the typography to be slightly larger, and have a bit more leading. The most aggravating part of ActiveCampaign’s abundant full-screen editor is including images. Envision you’ve just typed out an excellent e-mail. How To Add A Field To Active Campaign.

You can’t merely add an image to a block of text. Rather, you have to develop two 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 watch on those to remain consistent. That’s something to deal with when you desire to add one image, however when you wish to include a number of, it becomes a big chore.

They even have a standard mage editor where you can crop the image – How To Add A Field To Active Campaign. MailChimp’s editor is the 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 create a genuinely plain e-mail, supplied you make a basic design template initially.

How To Add A Field To Active Campaign

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (How To Add A Field To Active Campaign). 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 extremely plain, but simple to navigate. Their design templates are restricted, which is fine with me, but their email modifying experience is slightly easier because you can develop inline images, and you can develop a totally plain e-mail, and even edit the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an e-mail, 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 handicapped Command + Click from the automation editor. If I wished to switch back and forth between various e-mails, I would intuitively be inclined open the exact same automation in various tabs, then open the particular e-mails from each of those tabs.

How To Add A Field To 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 edit every one, or you can Command + Click to open each in a new tab to more easily modify your entire series. How To Add A Field To Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Add A Field To Active Campaign. But picking an email marketing platform resembles selecting a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has limited division choices.

You can combine 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 sector by AND/OR, however MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my look for the perfect e-mail marketing platform, I saw lots of others, some of which I’ve already pointed out.

How To Add A Field To Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are much simpler to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as sophisticated either. They also do not have goal tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.