How To Do Tags On Active Campaign

How To Do Tags On Active Campaign

How To Do Tags On Active CampaignHow To Do Tags On Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact sends a kind E-commerce and on-site choices (available in the “Pro” strategy) 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 readily available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the goal’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 Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Do Tags On Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a kind The contact makes a purchase A tag is added to the contact A custom field is upgraded with a certain worth From there, you can develop Conditions, to examine whether the contact has a certain tag or custom field worth.

How To Do Tags On Active Campaign

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date happens A customized field is upgraded with a certain worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I ‘d like to construct it. Numerous marketers build really basic e-mail sequences for their “email courses.” A contact indications up, and then that contact right away begins getting lessons.

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

How To Do Tags On Active Campaign

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Do Tags On Active Campaign).” The automation validates 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” e-mail to get the students ready for next week’s course, and encourage them to share it with friends.

The contact will start 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 don’t wish to send the exact same email to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Do Tags On Active Campaign. How To Do Tags On Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already acquired the product I pitch in the webinar.

How To Do Tags On Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Do Tags On Active Campaign.

This allows me to personalize 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 registered, went to, missed out on, or based upon how long they remained in the webinar. These tags can then trigger 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. Individuals who do not open my emails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

How To Do Tags On 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not suggest.

Some subscribers don’t 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 series: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list clean. 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 eliminated from the automation using a separate automation) – How To Do Tags On Active Campaign.

How To Do Tags On Active Campaign

How To Do Tags On Active CampaignHow To Do Tags On Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This form adds a tag that I use to filter those contacts out. How To Do Tags On Active Campaign. I utilized to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my emails?” confirmation.

How To Do Tags On Active Campaign

How To Do Tags On Active Campaign

How To Do Tags On Active CampaignHow To Do Tags On Active Campaign

You can also see whether the conclusion rate has increased or reduced, the length of time it considers contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred 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 function.

Let’s state you have the very first name of only some of your contacts, which holds true with my list. I normally don’t require a given name to sign up to my list, however sometimes I get a given name, such as when somebody purchases a product. Would not it be nice 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 “Visitor.” If they have a very first name, I state “Hey,” and after that their first name. If they don’t, I just state “Hey there,” (How To Do Tags On Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s first name.

How To Do Tags On Active Campaign

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually conserve me a great deal of time is by allowing me utilize the same automation over and over once again for my webinars, and I can quickly change out all of the information.

How To Do Tags On Active CampaignHow To Do Tags On 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 cost of the item, offer terms, coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or deal changes.

And here it is in an email. This message variable enables me to quickly 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 very best email editing experience. I truly like to send simple emails.

How To Do Tags On Active Campaign

I have actually discovered that very difficult to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic 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 Do Tags On Active Campaign.

Nevertheless, adding images is a little bit of 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 compose completely in HTML. The option to this, if you want to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich full-screen editor is a clunky experience. You need different text boxes for above and listed below the image. Lately I have begun utilizing ActiveCampaign’s abundant full-screen editor. They have some good design templates, however I still wish to send the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of very little formatting, which you can’t get rid of – How To Do Tags On Active Campaign.

How To Do Tags On Active Campaign

But, with some adjustments, I can make my e-mail pretty fundamental. I can make it instantly use up the whole window, and I can fine-tune the typography to be a little bigger, and have a little bit more leading. The most frustrating part of ActiveCampaign’s abundant text editor is adding images. Envision you’ve just typed out a great email. How To Do Tags On Active Campaign.

You can’t merely add an image to a block of text. Instead, you have to create 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll have to keep an eye on those to remain constant. That’s one thing to handle when you wish to add one image, however when you wish to add numerous, it becomes a big task.

They even have a fundamental mage editor where you can crop the image – How To Do Tags On Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a genuinely plain e-mail, offered you make a fundamental template first.

How To Do Tags On 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 Do Tags On Active Campaign). It would save me a little time to have that 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 modifying experience is very plain, but easy to navigate. Their design templates are restricted, which is great with me, but their e-mail modifying experience is slightly easier because you can produce inline images, and you can produce a completely plain email, and even modify 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 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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to switch back and forth between various e-mails, I would intuitively be inclined open the exact same automation in various tabs, then open the respective emails from each of those tabs.

How To Do Tags On Active Campaign

In the Automations section, there’s a “Manage Messages” location. From here, you can see all of the messages in each of your automations. You can modify every one, or you can Command + Click to open each in a new tab to more easily edit your whole series. How To Do Tags On Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How To Do Tags On Active Campaign. But choosing an e-mail marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division alternatives.

You can combine qualities with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can only section by AND/OR, nevertheless MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw many others, a few of which I’ve currently mentioned.

How To Do Tags On 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 segmentations alternatives aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.