How To Clean A List In Active Campaign

How To Clean A List In Active Campaign

How To Clean A List In Active CampaignHow To Clean A List In Active Campaign

To start constructing 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 included When a contact signs up for a list When a contact submits a type E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin 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 testing 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Clean A List In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is added to the contact A custom-made field is upgraded with a particular value From there, you can develop Conditions, to check whether the contact has a particular tag or custom-made field worth.

How To Clean A List In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date occurs A custom field is upgraded with a certain worth You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I want to develop it. Many marketers build extremely easy e-mail sequences for their “email courses.” A contact signs up, and then that contact immediately starts getting lessons.

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

How To Clean A List In Active Campaign

Here’s the automation I use 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 Clean A List 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 a “pump up” e-mail to get the students ready for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday early 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 morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the same email to everyone on my list. I desire to send them the proper e-mail for their level of engagement – How To Clean A List In Active Campaign. How To Clean A List In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the item I pitch in the webinar.

How To Clean A List In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they register, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Clean A List 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 for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

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

How To Clean A List In 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not recommend.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire 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 confirmation link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – How To Clean A List In Active Campaign.

How To Clean A List In Active Campaign

How To Clean A List In Active CampaignHow To Clean A List In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. How To Clean A List In Active Campaign. I used to add this tag when they clicked a link, but 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 emails?” verification.

How To Clean A List In Active Campaign

How To Clean A List In Active Campaign

How To Clean A List In Active CampaignHow To Clean A List In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form 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 begin constructing 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 testing Skip to other parts of the automation Track goals (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Clean A List In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a form The contact buys A tag is included to the contact A custom-made field is upgraded with a certain value From there, you can create Conditions, to examine whether the contact has a specific tag or customized field value.

How To Clean A List In Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date happens A custom 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 contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I wish to construct it. Many marketers develop extremely simple e-mail series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.

How To Clean A List In Active Campaign

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Clean A List 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” email to get the trainees prepared for next week’s course, and motivate 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 out on 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the very same e-mail to every person on my list. I want to send them the appropriate e-mail for their level of engagement – How To Clean A List In Active Campaign. How To Clean A List In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the item I pitch in the webinar.

How To Clean A List In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they right away struck the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Clean A List 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 combination panel: I can include tags based upon whether the contact registered, attended, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my emails 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” plan of ActiveCampaign has lead scoring integrated in.

How To Clean A List 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate 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 option. However, since you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. 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 e-mail (if they currently clicked on the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation using a separate automation) – How To Clean A List In Active Campaign.

How To Clean A List In Active Campaign

How To Clean A List In Active CampaignHow To Clean A List 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 do not have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. How To Clean A List In Active Campaign. I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still desire my emails?” verification.

How To Clean A List In Active Campaign

How To Clean A List In Active Campaign

How To Clean A List In Active CampaignHow To Clean A List In Active Campaign

You can likewise see whether the completion rate has increased or reduced, the length of time it takes for 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 conserves me a ton of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s state you have the first name of just a few of your contacts, which is the case with my list. I normally don’t need a very first name to sign up to my list, however sometimes I get a given name, such as when someone purchases a product. Wouldn’t it be great to welcome your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

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

How To Clean A List In Active Campaign

I created a variable that’s just %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 truly conserve 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 Clean A List In Active CampaignHow To Clean A List In 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 price of the item, 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 modifications or offer changes.

And here it remains in an e-mail. This message variable enables me to quickly alter out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp occurs to have the best email modifying experience. I truly like to send simple e-mails.

How To Clean A List In Active Campaign

I have actually found that extremely hard to do with ActiveCampaign. For some time, I was modifying 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 set off by a fundamental design template I created. The interface for the HTML editor looks like it was pulled from some totally free open-source job. How To Clean A List In Active Campaign.

However, adding images is a little a task. You need to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you make up entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s rich text editor is a clunky experience. You require different text boxes for above and below the image. Recently I have started using ActiveCampaign’s abundant text editor. They have some good templates, but I still wish to send out the simplest email possible. They do have some plain-looking emails, but they have some degree of very little format, which you can’t eliminate – How To Clean A List In Active Campaign.

How To Clean A List In Active Campaign

However, with some modifications, I can make my e-mail pretty basic. I can make it immediately take up the entire window, and I can fine-tune the typography to be a little larger, and have a bit more prominent. The most aggravating part of ActiveCampaign’s rich text editor is including images. Picture you have actually just typed out an excellent e-mail. How To Clean A List In Active Campaign.

You can’t simply add an image to a block of text. Instead, you have to create two blocks of text: one for prior to the image, and one for after the image. If you’ve made any format modifications, you’ll need to keep an eye on those to stay consistent. That’s one thing to deal with when you wish to include one image, however when you wish to add several, it becomes a huge task.

They even have a basic mage editor where you can crop the image – How To Clean A List In Active Campaign. MailChimp’s editor is the finest 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 create a really plain e-mail, offered you make a fundamental design template first.

How To Clean A List In Active Campaign

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (How To Clean A List In Active Campaign). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s email editing experience is very plain, but simple to navigate. Their templates are restricted, which is great with me, however their email editing experience is somewhat simpler in that you can produce inline images, and you can produce a completely plain e-mail, and even edit the underlying HTML. If you wish to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

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

How To Clean A List In Active Campaign

In the Automations area, there’s a “Manage 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 brand-new tab to more easily edit your entire sequence. How To Clean A List In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would save me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How To Clean A List In Active Campaign. However choosing an e-mail marketing platform is like picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation choices.

You can combine characteristics with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just segment by AND/OR, nevertheless MailChimp’s Pro strategy enables more advanced segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw many others, some of which I’ve currently mentioned.

How To Clean A List In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They likewise do not have goal tracking, or Message Variables. MailChimp. You currently understand that I switched from MailChimp to ActiveCampaign.

How To Clean A List In Active Campaign

How To Clean A List In Active Campaign

How To Clean A List In Active CampaignHow To Clean A List 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 goal, 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 saves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the given name of only 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 given name, such as when someone buys a product. Wouldn’t it be great to greet your contacts by name, in the cases 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 “Guest.” If they have a very first name, I say “Hey,” and then their very first name. If they don’t, I just say “Hey there,” (How To Clean A List In Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s given name.

How To Clean A List In Active Campaign

I created a variable that’s simply %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 lot of time is by enabling me utilize the exact same automation over and over again for my webinars, and I can quickly alter out all of the information.

How To Clean A List In Active CampaignHow To Clean A List In Active Campaign

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

And here it is in an email. This message variable allows me to easily alter out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp occurs to have the finest email modifying experience. I actually like to send easy e-mails.

How To Clean A List In Active Campaign

I’ve discovered that very tough to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off 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 Clean A List In Active Campaign.

However, adding images is a little a task. You need to select them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you compose completely in HTML. The option to this, if you desire 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 clunky experience. You require different text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some nice templates, however I still want to send the simplest e-mail possible. They do have some plain-looking emails, but they have some degree of minimal formatting, which you can’t remove – How To Clean A List In Active Campaign.

How To Clean A List In Active Campaign

However, with some modifications, I can make my e-mail quite basic. I can make it automatically take up the entire window, and I can modify the typography to be a little larger, and have a little more prominent. The most frustrating part of ActiveCampaign’s rich text editor is adding images. Picture you have actually simply typed out a fantastic e-mail. How To Clean A List In Active Campaign.

You can’t simply include an image to a block of text. Instead, you need to produce 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 need to keep an eye on those to remain constant. That’s one thing to deal with when you wish to include one image, but when you desire 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 Clean A List In Active Campaign. MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can develop a really plain e-mail, provided you make a basic template initially.

How To Clean A List In Active Campaign

MailChimp’s integrated image editor is very powerful. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (How To Clean A List 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 construct on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail editing experience is really plain, but simple to navigate. Their templates are limited, which is fine with me, however their e-mail editing experience is somewhat simpler because you can produce inline images, and you can create a completely plain e-mail, and even modify the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an email, and it takes me to the editor for that e-mail. Note 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 wished to switch back and forth between various emails, I would intuitively be inclined open the very same automation in different tabs, then open the respective emails from each of those tabs.

How To Clean A List 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 each one, or you can Command + Click to open each in a new tab to more quickly edit your whole series. How To Clean A List In Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Clean A List In Active Campaign. But picking an email marketing platform resembles picking 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 limited segmentation options.

You can integrate attributes with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro strategy allows more advanced segmenting, for an additional $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 Clean A List In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions choices aren’t as sophisticated either. They also do not have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.