How To Add Tags In Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for testing 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 details Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Add Tags In Active Campaign.

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 makes a purchase A tag is contributed to the contact A customized field is updated with a particular worth From there, you can create Conditions, to examine whether the contact has a particular tag or customized field value.

How To Add Tags In 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 gotten rid of The contact makes a purchase A date happens A custom-made field is updated with a particular value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I ‘d like to develop it. Lots of online marketers construct really basic e-mail sequences for their “email courses.” A contact register, and then that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

How To Add Tags In 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 email (How To Add Tags In Active Campaign).” 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 students all set for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email 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 the very same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Add Tags In Active Campaign. How To Add Tags In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the product I pitch in the webinar.

How To Add Tags In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Add Tags In 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 add tags based upon whether the contact signed up, went to, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Add Tags In Active Campaign

Here’s an automation I obtained 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 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 separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t recommend.

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

How To Add Tags In Active Campaign

The automation then unsubscribes them. My emails also have a link to a form 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 Tags In Active Campaign. I used to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my emails?” verification.

How To Add Tags In Active Campaign

You can also see whether the conclusion rate has actually increased or reduced, the length of time it considers contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It saves me a ton of time and effort, 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 a few of your contacts, which is the case with my list. I normally do not require a very first name to register to my list, but often I get a first name, such as when someone purchases an item. Would not it be great 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 “Visitor.” If they have a very first name, I say “Hey,” and after that their given name. If they don’t, I just state “Hey there,” (How To Add Tags In Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s given name.

How To Add Tags In Active Campaign

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up 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 allowing me use the very same automation over and over once again for my webinars, and I can quickly change out all of the information.

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

And here it remains in an email. This message variable enables me to quickly alter out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp happens to have the finest e-mail modifying experience. I actually like to send out easy emails.

How To Add Tags In Active Campaign

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 cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I produced. The interface for the HTML editor looks like it was pulled from some totally free open-source task. How To Add Tags In Active Campaign.

Nevertheless, including images is a little a chore. You have to select them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up totally in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You need different text boxes for above and listed below the image. Recently I have actually started utilizing ActiveCampaign’s rich full-screen editor. They have some nice design templates, but I still want to send the simplest e-mail possible. They do have some plain-looking e-mails, but they have some degree of very little formatting, which you can’t remove – How To Add Tags In Active Campaign.

How To Add Tags In Active Campaign

But, with some adjustments, I can make my e-mail quite standard. I can make it immediately take up the whole window, and I can fine-tune the typography to be a little larger, and have a little bit more prominent. The most aggravating part of ActiveCampaign’s abundant text editor is including images. Imagine you have actually simply typed out an excellent e-mail. How To Add Tags In Active Campaign.

You can’t simply add an image to a block of text. Instead, you need to produce two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll have to keep an eye on those to stay constant. That’s one thing to handle when you wish to add one image, however when you wish to include numerous, it becomes a big chore.

They even have a standard mage editor where you can crop the image – How To Add Tags In Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can develop a truly plain email, supplied you make a standard template initially.

How To Add Tags In Active Campaign

MailChimp’s integrated image editor is very effective. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (How To Add Tags In Active Campaign). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s email modifying experience is very plain, however simple to browse. Their templates are limited, which is great with me, but their email modifying experience is slightly much easier in that you can create inline images, and you can create a completely plain email, and even edit 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to switch back and forth between various 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 To Add Tags In 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 modify each one, or you can Command + Click to open each in a new tab to more easily modify your entire series. How To Add Tags In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Add Tags In Active Campaign. However choosing an email marketing platform is like picking a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted division options.

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

How To Add Tags In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to construct, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives 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.