How To Add A New Task In Active Campaign

How To Add A New Task In Active Campaign

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

To begin 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 registers for 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 developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Alert a staff 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 goal’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 Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Add A New Task In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is added to the contact A custom-made field is updated with a certain value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field value.

How To Add A New Task In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date happens A custom-made field is updated with a specific worth 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 primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to build my email course precisely how I want to build it. Lots of marketers construct really simple email sequences for their “e-mail courses.” A contact indications up, and then that contact instantly begins getting lessons.

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

How To Add A New Task In Active Campaign

Here’s the automation I use 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 To Add A New Task In Active Campaign).” 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 out a “pump up” e-mail to get the trainees ready 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 out on 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 do not wish to send out the very same email to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Add A New Task In Active Campaign. How To Add A New Task In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the product I pitch in the webinar.

How To Add A New Task In Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Add A New Task In Active Campaign.

This enables 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 out on, or based upon the length of time they stayed 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 don’t open my emails make it harder for other emails to get to the people who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

How To Add A New Task In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and starts this automation over once 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 service. However, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not recommend.

Some subscribers do not have tracking switched on, so their opens aren’t tape-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 e-mail (if they currently clicked the verification link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – How To Add A New Task In Active Campaign.

How To Add A New Task In Active Campaign

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking enabled. This kind adds a tag that I utilize to filter those contacts out. How To Add A New Task In Active Campaign. 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 dependably! I only send an easy “do you still want my emails?” confirmation.

How To Add A New Task In Active Campaign

How To Add A New Task In Active Campaign

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

You can likewise see whether the conclusion rate has actually increased or reduced, how long it takes for 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 load of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s say you have the very first name of just a few of your contacts, which holds true with my list. I normally don’t need a given name to register to my list, but in some cases I get a given name, such as when someone buys a product. Wouldn’t it be good to welcome your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and after that their very first name. If they do not, I simply state “Hey there,” (How To Add A New Task In Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s given name.

How To Add A New Task In Active Campaign

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really 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 rapidly alter out all of the details.

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

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

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 takes place to have the very best e-mail modifying experience. I really like to send simple emails.

How To Add A New Task In Active Campaign

I have actually discovered that extremely tough to do with ActiveCampaign. For some time, I was modifying emails 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 activated by a basic template I produced. The user interface for the HTML editor looks like it was pulled from some complimentary open-source job. How To Add A New Task In Active Campaign.

Nevertheless, including images is a little bit of 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 make up entirely in HTML. The option 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 full-screen editor is a cumbersome experience. You require separate text boxes for above and below the image. Lately I have actually begun utilizing ActiveCampaign’s abundant text editor. They have some good design templates, however I still wish to send out the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t remove – How To Add A New Task In Active Campaign.

How To Add A New Task In Active Campaign

However, with some modifications, I can make my e-mail quite standard. I can make it instantly use up the whole window, and I can fine-tune the typography to be slightly larger, and have a little more leading. The most frustrating part of ActiveCampaign’s abundant text editor is adding images. Picture you’ve simply typed out a fantastic e-mail. How To Add A New Task In Active Campaign.

You can’t simply include an image to a block of text. Instead, 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 modifications, you’ll have to watch on those to stay constant. That’s one thing to deal with when you want to include one image, however when you wish to add several, it becomes a huge chore.

They even have a fundamental mage editor where you can crop the image – How To Add A New Task In 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 produce a really plain e-mail, supplied you make a standard template initially.

How To Add A New Task In Active Campaign

MailChimp’s built-in image editor is incredibly powerful. You can resize, crop, and include customized text to your images. I miss out on MailChimp’s email-editing experience (How To Add A New Task In Active Campaign). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time cost savings.

ConvertKit’s e-mail modifying experience is extremely plain, however simple to navigate. Their templates are restricted, which is great with me, but their email modifying experience is slightly simpler in that you can produce inline images, and you can develop an absolutely plain email, and even edit the underlying HTML. If you want to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

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 back and forth between numerous emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the particular e-mails from each of those tabs.

How To Add A New Task 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 edit each one, or you can Command + Click to open each in a new tab to more easily edit your whole sequence. How To Add A New Task In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Add A New Task In Active Campaign. But picking an email marketing platform resembles selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

You can combine characteristics 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 section by AND/OR, however MailChimp’s Pro strategy enables more advanced segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, a few of which I have actually already discussed.

How To Add A New Task In Active Campaign

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

How To Add A New Task In Active Campaign

How To Add A New Task In Active Campaign

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

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

Let’s say you have the given name of only some of your contacts, which is the case with my list. I usually don’t require a first name to sign up to my list, but often I get a given name, such as when someone buys an item. Wouldn’t it be nice to welcome your contacts by name, in the events 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 “Visitor.” If they have a first name, I say “Hey,” and after that their very first name. If they do not, I simply state “Hey there,” (How To Add A New Task In Active Campaign). By building a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s first name.

How To Add A New Task In Active Campaign

I created 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 truly save me a great deal of time is by enabling me utilize the very same automation over and over again for my webinars, and I can rapidly alter out all of the details.

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

Here vary 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 cost of the item, deal 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 offer changes.

And here it remains in an e-mail. This message variable allows me to quickly change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their email editing experience. I changed from MailChimp, and MailChimp takes place to have the best e-mail editing experience. I actually like to send out simple emails.

How To Add A New Task In Active Campaign

I have actually discovered that very hard to do with ActiveCampaign. For awhile, I was modifying 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 set off by a standard template I created. The user interface for the HTML editor appears like it was pulled from some totally free open-source task. How To Add A New Task In Active Campaign.

Nevertheless, including images is a bit of a task. You have to choose them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs that you make up completely in HTML. The alternative to this, if you want 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 need different text boxes for above and below the image. Recently I have actually begun using ActiveCampaign’s rich text editor. They have some great templates, however I still desire 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 New Task In Active Campaign.

How To Add A New Task In Active Campaign

However, with some adjustments, I can make my email quite basic. I can make it automatically use up the entire window, and I can tweak the typography to be slightly larger, and have a little bit more prominent. The most frustrating part of ActiveCampaign’s abundant text editor is adding images. Imagine you have actually simply typed out an excellent e-mail. How To Add A New Task In Active Campaign.

You can’t merely add an image to a block of text. Instead, 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 format modifications, you’ll have to watch on those to remain consistent. That’s one thing to deal with when you wish to include one image, but when you want to include several, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – How To Add A New Task In Active Campaign. MailChimp’s editor is the very best I’ve seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a really plain e-mail, supplied you make a basic template first.

How To Add A New Task In Active Campaign

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and include custom text to your images. I miss MailChimp’s email-editing experience (How To Add A New Task In Active Campaign). It would conserve me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than offset that possible time savings.

ConvertKit’s e-mail modifying experience is extremely plain, however easy to navigate. Their design templates are limited, which is great with me, however their e-mail editing experience is slightly easier in that you can develop inline images, and you can develop an absolutely plain e-mail, and even edit the underlying HTML. If you desire to make some quick edits to some e-mails 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. 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 wished to switch back and forth in between numerous e-mails, I would intuitively be inclined open the same automation in different tabs, then open the particular emails from each of those tabs.

How To Add A New Task In Active Campaign

In the Automations area, 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 modify your whole series. How To Add A New Task In Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Add A New Task In Active Campaign. But 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 changed from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

You can combine characteristics with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an extra $199 a month. In my look for the ideal email marketing platform, I saw lots of others, a few of which I’ve currently pointed out.

How To Add A New Task In Active Campaign

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

How To Add A New Task In Active Campaign

How To Add A New Task In Active Campaign

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: 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 (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Inform a group 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 location in the automation.) Start or end another automation, or end the present 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 site messages, and Facebook Customized Audience management are all “Pro” functions – How To Add A New Task In Active Campaign.

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

How To Add A New Task In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date happens A custom-made field is upgraded with a specific worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I wish to build it. Numerous online marketers construct extremely basic e-mail sequences for their “email courses.” A contact signs up, and then that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I initially attempted this method, I was on MailChimp.

How To Add A New Task In Active Campaign

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 To Add A New Task In Active Campaign).” The automation verifies 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” email to get the trainees all set for next week’s course, and encourage them to share it with buddies.

The contact will start 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 the same e-mail to everyone on my list. I desire to send them the proper email for their level of engagement – How To Add A New Task In Active Campaign. How To Add A New Task In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently purchased the product I pitch in the webinar.

How To Add A New Task In Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they immediately struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Add A New Task In Active Campaign.

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, went to, 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 money, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

How To Add A New Task In Active Campaign

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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of 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 solution. However, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not advise.

Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they’ve already been gotten rid of from the automation using a separate automation) – How To Add A New Task In Active Campaign.

How To Add A New Task In Active Campaign

How To Add A New Task In Active CampaignHow To Add A New Task In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. How To Add A New Task In Active Campaign. I utilized to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my emails?” confirmation.