How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” strategy) 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 available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Bulk Add Tasks 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 form The contact purchases A tag is contributed to the contact A customized field is updated with a certain worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom-made field worth.

How To Bulk Add Tasks 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 added or gotten rid of The contact makes a purchase A date takes place A custom field is upgraded with a certain value You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course precisely how I wish to build it. Many marketers construct very simple e-mail series for their “e-mail courses.” A contact indications up, and after that that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. 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 brand-new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

How To Bulk Add Tasks In Active Campaign

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Bulk Add Tasks 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 out a “pump up” e-mail to get the students ready for next week’s course, and motivate them to share it with buddies.

The contact will begin 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 email 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 very same email to everyone on my list. I desire to send them the proper email for their level of engagement – How To Bulk Add Tasks In Active Campaign. How To Bulk Add Tasks In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently acquired the item I pitch in the webinar.

How To Bulk Add Tasks In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Objective” toward completion 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 Bulk Add Tasks 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 add tags based upon whether the contact signed up, went to, 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 money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

How To Bulk Add Tasks In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not advise.

Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve already been gotten rid of from the automation utilizing a separate automation) – How To Bulk Add Tasks In Active Campaign.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks 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 made it possible for. This form adds a tag that I use to filter those contacts out. How To Bulk Add Tasks In Active Campaign. I utilized to add this tag when they clicked 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 want my e-mails?” verification.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

You can likewise see whether the completion rate has increased or decreased, the length of time 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 favorite function. 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 first name of just a few of your contacts, which holds true with my list. I typically don’t require a given name to register to my list, however often I get a very first name, such as when somebody buys an item. Would not it be good to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a first name, I say “Hey,” and after that their first name. If they don’t, I just say “Hey there,” (How To Bulk Add Tasks In Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s first name.

How To Bulk Add Tasks In Active Campaign

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables really 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 change out all of the details.

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks 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 brand-new webinar, I can change each of these variables to match any schedule changes or deal modifications.

And here it is 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 switched from MailChimp, and MailChimp happens to have the finest email editing experience. I truly like to send out simple e-mails.

How To Bulk Add Tasks In Active Campaign

I have actually found that really hard to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental design template I produced. The interface for the HTML editor looks like it was pulled from some complimentary open-source job. How To Bulk Add Tasks In Active Campaign.

However, adding images is a little bit of a task. You have to select them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose totally 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 full-screen editor is a clunky experience. You need separate text boxes for above and below the image. Recently I have actually started utilizing ActiveCampaign’s rich text editor. They have some great templates, however I still wish to send out the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t get rid of – How To Bulk Add Tasks In Active Campaign.

How To Bulk Add Tasks In Active Campaign

However, with some modifications, I can make my e-mail quite fundamental. I can make it immediately use up the entire window, and I can fine-tune the typography to be slightly bigger, and have a little more leading. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Envision you’ve just typed out a fantastic email. How To Bulk Add Tasks In Active Campaign.

You can’t merely add an image to a block of text. Instead, you need to create 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format modifications, you’ll have to watch on those to stay consistent. That’s something to handle when you wish to include one image, however when you want to add numerous, it ends up being a big chore.

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

How To Bulk Add Tasks In Active Campaign

MailChimp’s built-in image editor is very powerful. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (How To Bulk Add Tasks In 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 possible time savings.

ConvertKit’s email modifying experience is very plain, however easy to browse. Their templates are restricted, which is fine with me, but their email modifying experience is a little much easier in that you can produce inline images, and you can create a totally plain email, and even modify the underlying HTML. If you wish to make some quick edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an email, 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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch backward and forward in between various emails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective e-mails from each of those tabs.

How To Bulk Add Tasks In Active Campaign

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 modify each one, or you can Command + Click to open each in a brand-new tab to more easily edit your entire sequence. How To Bulk Add Tasks In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Bulk Add Tasks In Active Campaign. However picking an email marketing platform is like selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division alternatives.

You can combine qualities 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 segment by AND/OR, nevertheless MailChimp’s Pro strategy 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 discussed.

How To Bulk Add Tasks In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are a lot easier to develop, though they aren’t as flexible as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

You can also see whether the completion rate has increased or reduced, 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 objective. ActiveCampaign’s Message Variables is my favorite function. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s say you have the very first name of only a few of your contacts, which holds true with my list. I usually do not require a given name to register to my list, but in some cases I get a given name, such as when someone purchases an item. 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 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 say “Hey,” and then their given name. If they do not, I just say “Hey there,” (How To Bulk Add Tasks In Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s very first name.

How To Bulk Add Tasks In Active Campaign

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a great deal of time is by allowing me use the exact same automation over and over once again for my webinars, and I can quickly alter out all of the information.

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

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

And here it is in an email. This message variable allows me to quickly alter out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp takes place to have the best email editing experience. I really like to send out easy e-mails.

How To Bulk Add Tasks In Active Campaign

I’ve discovered that really tough to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard design template I produced. The user interface for the HTML editor appears like it was pulled from some totally free open-source project. How To Bulk Add Tasks In Active Campaign.

Nevertheless, including images is a bit of a chore. You need to select them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email 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 sneak peek on the side.

Adding images to ActiveCampaign’s abundant text editor is a clunky experience. You need different text boxes for above and below the image. Recently I have begun using ActiveCampaign’s rich text editor. They have some good design templates, however I still wish 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 get rid of – How To Bulk Add Tasks In Active Campaign.

How To Bulk Add Tasks In Active Campaign

But, with some changes, I can make my e-mail quite fundamental. I can make it instantly take up the entire window, and I can fine-tune the typography to be a little bigger, and have a little more prominent. The most frustrating part of ActiveCampaign’s abundant full-screen editor is including images. Imagine you have actually just typed out a great e-mail. How To Bulk Add Tasks In Active Campaign.

You can’t simply include 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 have actually made any formatting changes, you’ll need to keep an eye on those to stay constant. That’s something to deal with when you wish to include one image, however when you wish to include numerous, it ends up being a big chore.

They even have a fundamental mage editor where you can crop the image – How To Bulk Add Tasks In Active Campaign. MailChimp’s editor is the finest I have actually seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can create a really plain email, offered you make a basic design template initially.

How To Bulk Add Tasks In Active Campaign

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

ConvertKit’s email modifying experience is really plain, however easy to navigate. Their templates are limited, which is fine with me, but their email modifying experience is somewhat much easier in that you can produce inline images, and you can produce a totally plain e-mail, and even edit the underlying HTML. If you desire to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an email, 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 wanted to change backward and forward between various e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular emails from each of those tabs.

How To Bulk Add Tasks In Active Campaign

In the Automations section, there’s a “Handle Messages” location. From here, you can see all of the messages in each of your automations. You can edit every one, or you can Command + Click to open each in a brand-new tab to more easily modify your entire series. How To Bulk Add Tasks In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Bulk Add Tasks In Active Campaign. But picking an email marketing platform is like selecting a partner. 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 actually limited division choices.

You can integrate 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 section by AND/OR, however MailChimp’s Pro plan allows more sophisticated segmenting, for an extra $199 a month. In my search for the best email marketing platform, I saw numerous others, a few of which I’ve currently discussed.

How To Bulk Add Tasks In Active Campaign

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 versatile as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert a staff member 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 place 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 information Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Bulk Add Tasks In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a particular tag or custom-made field value.

How To Bulk Add Tasks In Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date takes place A customized field is upgraded with a certain worth You do not develop e-mails 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 email course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to develop it. Lots of online marketers build really simple e-mail series for their “email courses.” A contact register, and then that contact right away starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. 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 Bulk Add Tasks In Active Campaign

Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Bulk Add Tasks In Active Campaign).” The automation validates 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 students ready for next week’s course, and motivate them to share it with 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 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 want to send the same email to every person on my list. I want to send them the proper e-mail for their level of engagement – How To Bulk Add Tasks In Active Campaign. How To Bulk Add Tasks In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the product I pitch in the webinar.

How To Bulk Add Tasks 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 instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Bulk Add Tasks 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 signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

How To Bulk Add Tasks In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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, one 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 in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not suggest.

Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve already been gotten rid of from the automation using a different automation) – How To Bulk Add Tasks In Active Campaign.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

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 understand that they don’t have tracking enabled. This type adds a tag that I use to filter those contacts out. How To Bulk Add Tasks In Active Campaign. I used to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my e-mails?” verification.