How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active CampaignHow To Clean Up Lists In Active Campaign

You can also see whether the completion rate has actually increased or decreased, how long it considers contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my favorite feature. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s state you have the very first name of just a few of your contacts, which is the case with my list. I usually do not require a given name to register 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 events when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and then their given name. If they don’t, I just state “Hey there,” (How To Clean Up Lists 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 Clean Up Lists In Active Campaign

I created a variable that’s simply %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 really conserve me a great deal 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 details.

How To Clean Up Lists In Active CampaignHow To Clean Up Lists In Active Campaign

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 item, offer 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 offer changes.

And here it remains 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 e-mail editing experience. I changed from MailChimp, and MailChimp takes place to have the best e-mail modifying experience. I actually like to send out easy e-mails.

How To Clean Up Lists In Active Campaign

I have actually discovered that extremely hard to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental design template I created. The interface for the HTML editor appears like it was pulled from some totally free open-source task. How To Clean Up Lists In Active Campaign.

Nevertheless, adding images is a little a chore. You have to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you compose entirely in HTML. The alternative to this, if you want to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a clunky experience. You need different text boxes for above and below the image. Lately I have actually started using ActiveCampaign’s rich full-screen editor. They have some nice design templates, however I still want to send the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t get rid of – How To Clean Up Lists In Active Campaign.

How To Clean Up Lists In Active Campaign

However, with some changes, I can make my e-mail quite fundamental. I can make it automatically use up the entire window, and I can tweak the typography to be slightly bigger, and have a bit more leading. The most aggravating part of ActiveCampaign’s abundant text editor is including images. Picture you’ve simply typed out a terrific e-mail. How To Clean Up Lists 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 have actually made any format modifications, you’ll have to keep an eye on those to stay consistent. That’s one thing to handle when you wish to add one image, but when you want to add several, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – How To Clean Up Lists In Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can create a really plain e-mail, offered you make a standard template initially.

How To Clean Up Lists In Active Campaign

MailChimp’s integrated image editor is incredibly powerful. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (How To Clean Up Lists In Active Campaign). It would conserve me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail modifying experience is extremely plain, but easy to navigate. Their design templates are limited, which is great with me, but their email modifying experience is a little much easier because you can develop inline images, and you can produce a completely plain email, and even modify the underlying HTML. If you want to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on 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 meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to change back and forth between various e-mails, I would intuitively be inclined open the very same automation in different tabs, then open the particular emails from each of those tabs.

How To Clean Up Lists 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 easily edit your entire series. How To Clean Up Lists In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Clean Up Lists In Active Campaign. However selecting an email marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

You can combine attributes with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can only section by AND/OR, however MailChimp’s Pro strategy enables more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw numerous others, some of which I have actually already pointed out.

How To Clean Up Lists In Active Campaign

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

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active CampaignHow To Clean Up Lists In Active Campaign

You can also see whether the completion rate has increased or reduced, how long it takes for contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the first name of just some of your contacts, which holds true with my list. I normally don’t need a given name to sign up to my list, but in some cases I get a given name, such as when somebody 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 included by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and after that their first name. If they don’t, I simply state “Hey there,” (How To Clean Up Lists In Active Campaign). By building a Message Variable in ActiveCampaign, I can easily change my greeting according to whether I have the contact’s given name.

How To Clean Up Lists In Active Campaign

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. 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 enabling me use the same automation over and over once again for my webinars, and I can rapidly alter out all of the information.

How To Clean Up Lists In Active CampaignHow To Clean Up Lists 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 product, offer terms, discount coupon code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule modifications or offer modifications.

And here it is in an e-mail. This message variable enables me to easily change out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp takes place to have the finest email modifying experience. I really like to send easy emails.

How To Clean Up Lists In Active Campaign

I’ve found that extremely difficult to do with ActiveCampaign. For awhile, I was editing 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 set off by a fundamental 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 Clean Up Lists In Active Campaign.

However, adding images is a little a task. You have to choose them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up completely 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.

Including images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You require separate text boxes for above and below the image. Lately I have begun using ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still wish to send out the plainest email possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t remove – How To Clean Up Lists In Active Campaign.

How To Clean Up Lists In Active Campaign

But, with some adjustments, I can make my email quite fundamental. I can make it automatically take up the entire window, and I can tweak the typography to be a little larger, and have a little bit more leading. The most discouraging part of ActiveCampaign’s rich full-screen editor is including images. Envision you’ve just typed out a terrific e-mail. How To Clean Up Lists In Active Campaign.

You can’t just include an image to a block of text. Instead, you have to develop 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any format modifications, you’ll need to watch on those to stay consistent. That’s one thing to handle when you want to add one image, but when you want to include numerous, it becomes a huge chore.

They even have a standard mage editor where you can crop the image – How To Clean Up Lists In Active Campaign. MailChimp’s editor is the best I have actually seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can create a genuinely plain e-mail, provided you make a standard design template first.

How To Clean Up Lists In Active Campaign

MailChimp’s integrated image editor is very effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Clean Up Lists 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 build on ActiveCampaign more than make up for that possible time savings.

ConvertKit’s e-mail editing experience is extremely plain, however easy to navigate. Their design templates are restricted, which is fine with me, however their e-mail modifying experience is a little simpler in that you can produce inline images, and you can develop a totally plain email, 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 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 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 very same automation in numerous tabs, then open the respective e-mails from each of those tabs.

How To Clean Up Lists 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 Clean Up Lists In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Clean Up Lists In Active Campaign. However picking an e-mail marketing platform is like choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division options.

You can combine characteristics with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, nevertheless MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my search for the ideal e-mail marketing platform, I saw lots of others, some of which I have actually currently discussed.

How To Clean Up Lists In Active Campaign

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

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active CampaignHow To Clean Up Lists In Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (readily 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 offered in ActiveCampaign’s automations are: Send an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the objective’s 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 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 Clean Up Lists In Active Campaign.

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

How To Clean Up Lists In Active Campaign

You can likewise produce 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 purchases A date takes place A custom-made field is upgraded with a particular worth You don’t 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 construct my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I ‘d like to develop it. Numerous marketers construct really simple email sequences for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

How To Clean Up Lists In Active Campaign

Here’s the automation I utilize to invite 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 Clean Up Lists 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 a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with good friends.

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

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

How To Clean Up Lists In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately hit the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Clean Up Lists 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 combination panel: I can add tags based upon whether the contact registered, attended, 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 cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring built in.

How To Clean Up Lists 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 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 e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t suggest.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send out one email 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 email (if they already clicked on the confirmation link in the previous e-mail, they’ve currently been removed from the automation utilizing a different automation) – How To Clean Up Lists In Active Campaign.

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active CampaignHow To Clean Up Lists In Active Campaign

The automation then unsubscribes them. My e-mails 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 type includes a tag that I use to filter those contacts out. How To Clean Up Lists In Active Campaign. I utilized to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send a simple “do you still want my emails?” confirmation.

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active CampaignHow To Clean Up Lists In Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (available 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 available in ActiveCampaign’s automations are: Send out an e-mail Alert 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 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 site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Clean Up Lists In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom 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 Clean Up Lists 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 removed The contact purchases A date happens A custom-made field is updated with a specific value You don’t produce emails in ConvertKit’s Automations.

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

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

How To Clean Up Lists In Active Campaign

Here’s the automation I use to invite 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 Clean Up Lists In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until 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 good friends.

The contact will start 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 e-mail 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 desire to send the very same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Clean Up Lists In Active Campaign. How To Clean Up Lists In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already acquired the item I pitch in the webinar.

How To Clean Up Lists In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Clean Up Lists 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, went to, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

How To Clean Up Lists 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 different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, 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 subscribers, which I don’t suggest.

Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation utilizing a different automation) – How To Clean Up Lists In Active Campaign.

How To Clean Up Lists In Active Campaign

How To Clean Up Lists In Active CampaignHow To Clean Up Lists In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This type includes a tag that I use to filter those contacts out. How To Clean Up Lists In Active Campaign. I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my e-mails?” confirmation.