How To Connect Gravity Forms To Active Campaign

You can likewise see whether the completion rate has actually increased or decreased, the length of time 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 feature. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable function.

Let’s state you have the first name of only some of your contacts, which holds true with my list. I normally do not require a first name to register to my list, however sometimes I get a first name, such as when someone purchases a product. Would not it be great to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and then their first name. If they don’t, I simply say “Hey there,” (How To Connect Gravity Forms To Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s given name.

How To Connect Gravity Forms To Active Campaign

I developed a variable that’s merely %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 actually conserve me a lot of time is by allowing me utilize the exact same automation over and over again for my webinars, and I can quickly change out all of the details.

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 rate of the product, 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 changes or offer modifications.

And here it is in an email. This message variable enables me to quickly change out a countdown timer. I did mention 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 email editing experience. I actually like to send easy emails.

How To Connect Gravity Forms To Active Campaign

I’ve found that extremely hard to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard design template I produced. The user interface for the HTML editor looks like it was pulled from some totally free open-source job. How To Connect Gravity Forms To Active Campaign.

However, including images is a little a chore. You need to choose them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs that you compose totally in HTML. The option to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant text editor is a cumbersome experience. You require separate text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some great templates, but I still wish to send out the plainest e-mail possible. They do have some plain-looking emails, but they have some degree of very little formatting, which you can’t remove – How To Connect Gravity Forms To Active Campaign.

How To Connect Gravity Forms To Active Campaign

However, with some changes, I can make my e-mail pretty fundamental. I can make it immediately use up the entire window, and I can tweak the typography to be slightly larger, and have a little bit more leading. The most frustrating part of ActiveCampaign’s abundant full-screen editor is adding images. Picture you’ve simply typed out a fantastic e-mail. How To Connect Gravity Forms To Active Campaign.

You can’t merely include an image to a block of text. Rather, you have to develop 2 blocks of text: one for before the image, and one for after the image. If you have actually made any format changes, you’ll have to keep an eye on those to remain consistent. That’s one thing to handle when you desire to include one image, however when you wish to add numerous, it becomes a huge chore.

They even have a basic mage editor where you can crop the image – How To Connect Gravity Forms To Active Campaign. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a truly plain e-mail, provided you make a basic template first.

How To Connect Gravity Forms To Active Campaign

MailChimp’s integrated image editor is extremely powerful. You can resize, crop, and include custom text to your images. I miss MailChimp’s email-editing experience (How To Connect Gravity Forms To Active Campaign). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that potential time cost savings.

ConvertKit’s e-mail editing experience is very plain, but easy to navigate. Their templates are restricted, which is great with me, but their e-mail modifying experience is somewhat easier in that you can create inline images, and you can create a completely plain e-mail, and even edit the underlying HTML. If you desire to make some quick 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 e-mail. 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 desired to change back and forth between different emails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails from each of those tabs.

How To Connect Gravity Forms To 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 edit every one, or you can Command + Click to open each in a brand-new tab to more quickly modify your whole sequence. How To Connect Gravity Forms To 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 Connect Gravity Forms To Active Campaign. However choosing an email marketing platform resembles picking a spouse. 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 alternatives.

You can integrate qualities 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 sector by AND/OR, however MailChimp’s Pro strategy allows more advanced segmenting, for an extra $199 a month. In my look for the perfect email marketing platform, I saw numerous others, some of which I have actually already discussed.

How To Connect Gravity Forms To Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing 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 advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.

How To Connect Gravity Forms To Active Campaign

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

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid 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 Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Connect Gravity Forms To Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a specific value From there, you can produce Conditions, to check whether the contact has a specific tag or customized field worth.

How To Connect Gravity Forms To Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date takes place A custom field is updated with a specific value You do not develop e-mails 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 simple for me to construct my e-mail course exactly how I wish to build it. Many marketers construct really basic e-mail series for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

How To Connect Gravity Forms To Active Campaign

Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Connect Gravity Forms To 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 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 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 difficult 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 individual on my list. I want to send them the proper e-mail for their level of engagement – How To Connect Gravity Forms To Active Campaign. How To Connect Gravity Forms To Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already purchased the item I pitch in the webinar.

How To Connect Gravity Forms To Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Goal” towards completion 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 Connect Gravity Forms To 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, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Connect Gravity Forms To Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. 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 frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not recommend.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been busy. 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 e-mail list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a separate automation) – How To Connect Gravity Forms To Active Campaign.

How To Connect Gravity Forms To 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 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 Connect Gravity Forms To Active Campaign. I used to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” confirmation.