How To Copy A Segment And Then Edit In Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a form E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a staff 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 objective’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 Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Copy A Segment And Then Edit In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact makes a purchase A tag is included to the contact A custom-made field is updated with a certain worth From there, you can develop Conditions, to check whether the contact has a certain tag or customized field worth.

How To Copy A Segment And Then Edit In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date happens A customized field is updated with a certain 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 way I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I wish to construct it. Lots of online marketers build extremely easy email sequences for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

How To Copy A Segment And Then Edit In Active Campaign

Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Copy A Segment And Then Edit In Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and encourage 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 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 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 everyone on my list. I wish to send them the appropriate email for their level of engagement – How To Copy A Segment And Then Edit In Active Campaign. How To Copy A Segment And Then Edit In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already acquired the product I pitch in the webinar.

How To Copy A Segment And Then Edit In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately hit the “Objective” towards the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Copy A Segment And Then Edit In Active Campaign.

This allows 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, participated in, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Copy A Segment And Then Edit In Active Campaign

Here’s an automation I got 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 includes 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 separate automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not recommend.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they have actually currently been gotten rid of from the automation utilizing a different automation) – How To Copy A Segment And Then Edit In Active Campaign.

How To Copy A Segment And Then Edit In Active Campaign

The automation then unsubscribes them. My e-mails likewise 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 kind includes a tag that I use to filter those contacts out. How To Copy A Segment And Then Edit 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 out a simple “do you still want my emails?” confirmation.

How To Copy A Segment And Then Edit In Active Campaign

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

Let’s say you have the first name of only some of your contacts, which is the case with my list. I normally don’t need a given name to register to my list, but sometimes I get a very first name, such as when somebody purchases an item. Would not it be great to welcome 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 included by other systems, such as a dash, or “Guest.” If they have a very first name, I state “Hey,” and then their first name. If they do not, I simply state “Hey there,” (How To Copy A Segment And Then Edit In Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s first name.

How To Copy A Segment And Then Edit In Active Campaign

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it appears 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 alter out all of the information.

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of different variables here, such as the date and time of the webinar, the cost 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 deal modifications.

And here it remains in an e-mail. This message variable allows me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp happens to have the very best e-mail modifying experience. I really like to send easy e-mails.

How To Copy A Segment And Then Edit In Active Campaign

I’ve discovered that very tough to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic design template I created. The interface for the HTML editor appears like it was pulled from some free open-source task. How To Copy A Segment And Then Edit In Active Campaign.

However, adding images is a bit of a chore. You need to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you make up completely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant text editor is a clunky experience. You need separate text boxes for above and below the image. Recently I have begun utilizing ActiveCampaign’s rich full-screen editor. They have some good design templates, but I still want to send the simplest email possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t eliminate – How To Copy A Segment And Then Edit In Active Campaign.

How To Copy A Segment And Then Edit In Active Campaign

However, with some modifications, I can make my email quite basic. I can make it immediately take up the whole window, and I can tweak the typography to be somewhat bigger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s rich text editor is including images. Imagine you’ve just typed out a great email. How To Copy A Segment And Then Edit In Active Campaign.

You can’t just include 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 formatting modifications, you’ll need to keep an eye on those to remain consistent. That’s something to deal with when you wish to add one image, however when you want to add several, it becomes a huge task.

They even have a fundamental mage editor where you can crop the image – How To Copy A Segment And Then Edit In Active Campaign. MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can produce a truly plain e-mail, provided you make a basic template initially.

How To Copy A Segment And Then Edit In Active Campaign

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Copy A Segment And Then Edit In 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 make up for that prospective time cost savings.

ConvertKit’s e-mail modifying experience is extremely plain, but simple to navigate. Their templates are limited, which is great with me, but their e-mail modifying experience is slightly easier because you can develop inline images, and you can create a completely plain e-mail, and even edit the underlying HTML. If you wish to make some quick 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 email. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they meant to or not, ActiveCampaign has 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 different tabs, then open the particular emails from each of those tabs.

How To Copy A Segment And Then Edit 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 brand-new tab to more quickly edit your entire series. How To Copy A Segment And Then Edit In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How To Copy A Segment And Then Edit In Active Campaign. However choosing an e-mail marketing platform resembles picking a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited division alternatives.

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 just section by AND/OR, however MailChimp’s Pro strategy permits more sophisticated segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw numerous others, some of which I’ve already discussed.

How To Copy A Segment And Then Edit In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their divisions alternatives aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.