How To Embed Surveymonkey In Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a particular 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 Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the goal’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 Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Embed Surveymonkey In Active Campaign.

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

How To Embed Surveymonkey In Active Campaign

You can also 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 occurs A custom field is upgraded with a specific value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to construct it. Lots of marketers develop very basic e-mail series for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. My email 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 early morning. When I initially attempted this approach, I was on MailChimp.

How To Embed Surveymonkey In Active Campaign

Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Embed Surveymonkey In Active Campaign).” The automation verifies 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 prepared for next week’s course, and motivate 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 enrollment for next week’s class. They’ll get the pump up email 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 out the same e-mail to everyone on my list. I want to send them the proper email for their level of engagement – How To Embed Surveymonkey In Active Campaign. How To Embed Surveymonkey In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently purchased the item I pitch in the webinar.

How To Embed Surveymonkey In Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Embed Surveymonkey In Active Campaign.

This allows 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 registered, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Embed Surveymonkey In Active Campaign

Here’s an automation I received 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 eliminates them from this automation, gets rid of all of those tags, and starts this automation over 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 option. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email 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 the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a different automation) – How To Embed Surveymonkey In Active Campaign.

How To Embed Surveymonkey 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 enabled. This type includes a tag that I utilize to filter those contacts out. How To Embed Surveymonkey In 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 dependably! I only send out a basic “do you still want my e-mails?” verification.

How To Embed Surveymonkey In Active Campaign

You can likewise see whether the completion rate has increased or reduced, how long it considers 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 preferred feature. It saves me a lot of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent function.

Let’s state you have the very first name of just some of your contacts, which holds true with my list. I usually do not need a first 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 events 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 first name, I say “Hey,” and after that their given name. If they do not, I simply say “Hey there,” (How To Embed Surveymonkey In Active Campaign). By constructing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether or not I have the contact’s given name.

How To Embed Surveymonkey In Active Campaign

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a great deal of time is by enabling me utilize the exact same automation over and over once again for my webinars, and I can rapidly 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 bunch of various variables here, such as the date and time of the webinar, the cost of the item, deal terms, discount 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 modifications.

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

How To Embed Surveymonkey In 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 quite clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental design template I produced. The interface for the HTML editor appears like it was pulled from some free open-source job. How To Embed Surveymonkey In Active Campaign.

Nevertheless, adding images is a little bit of a chore. You need to choose them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you compose totally in HTML. The alternative to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You need different text boxes for above and below the image. Lately I have actually started using ActiveCampaign’s abundant full-screen editor. They have some great design templates, however I still want to send the simplest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t get rid of – How To Embed Surveymonkey In Active Campaign.

How To Embed Surveymonkey In Active Campaign

However, with some adjustments, I can make my e-mail quite fundamental. 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 full-screen editor is including images. Envision you’ve just typed out a great e-mail. How To Embed Surveymonkey In Active Campaign.

You can’t just include an image to a block of text. Instead, you need to develop 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 stay constant. That’s something to deal with when you wish to include one image, but when you desire to include numerous, it ends up being a big chore.

They even have a fundamental mage editor where you can crop the image – How To Embed Surveymonkey In Active Campaign. MailChimp’s editor is the finest I’ve seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can produce a really plain e-mail, provided you make a standard template initially.

How To Embed Surveymonkey In Active Campaign

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

ConvertKit’s email editing experience is very plain, but simple to navigate. Their templates are limited, which is great with me, however their email editing experience is somewhat easier because you can develop inline images, and you can develop an absolutely plain email, and even edit the underlying HTML. If you desire to make some quick edits to some emails 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. 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 between various e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective emails from each of those tabs.

How To Embed Surveymonkey 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 every one, or you can Command + Click to open each in a new tab to more quickly edit your entire sequence. How To Embed Surveymonkey In Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Embed Surveymonkey In Active Campaign. But selecting an email marketing platform resembles picking a spouse. ActiveCampaign makes up for 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 actually limited segmentation alternatives.

You can combine qualities with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an additional $199 a month. In my search for the ideal email marketing platform, I saw many others, a few of which I have actually currently discussed.

How To Embed Surveymonkey In 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 divisions options aren’t as advanced either. They likewise do not have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.