How To Import A Template Into Active Campaign

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

Let’s say you have the given name of only a few of your contacts, which holds true with my list. I generally don’t require a first name to register to my list, but sometimes I get a given name, such as when someone purchases an item. Wouldn’t it be good to greet your contacts by name, in the cases 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 “Guest.” If they have a given name, I say “Hey,” and then their very first name. If they don’t, I just state “Hey there,” (How To Import A Template Into 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 first name.

How To Import A Template Into Active Campaign

I produced a variable that’s simply %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 truly save me a lot of time is by enabling me use the very same automation over and over again for my webinars, and I can quickly 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 price 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 modifications or deal modifications.

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

How To Import A Template Into Active Campaign

I’ve found that very hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard design template I developed. The interface for the HTML editor appears like it was pulled from some free open-source project. How To Import A Template Into Active Campaign.

However, including images is a little bit of a chore. You have to choose them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs 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 sneak peek on the side.

Including images to ActiveCampaign’s rich text editor is a cumbersome experience. You need separate text boxes for above and listed below the image. Lately I have actually begun utilizing ActiveCampaign’s rich text editor. They have some nice design templates, but I still wish to send out the plainest email possible. They do have some plain-looking emails, however they have some degree of very little formatting, which you can’t remove – How To Import A Template Into Active Campaign.

How To Import A Template Into Active Campaign

But, with some modifications, I can make my e-mail pretty basic. I can make it immediately use up the whole window, and I can fine-tune the typography to be somewhat larger, and have a little bit more leading. The most aggravating part of ActiveCampaign’s abundant full-screen editor is adding images. Envision you have actually simply typed out a terrific email. How To Import A Template Into Active Campaign.

You can’t merely add an image to a block of text. Instead, you have to create two blocks of text: one for before the image, and one for after the image. If you’ve made any formatting changes, you’ll need to watch on those to stay constant. That’s something to deal with when you want to add one image, but when you desire to include a number of, it ends up being a huge chore.

They even have a standard mage editor where you can crop the image – How To Import A Template Into 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 fundamental design template initially.

How To Import A Template Into Active Campaign

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (How To Import A Template Into Active Campaign). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail modifying experience is extremely plain, however easy to browse. Their design templates are limited, which is fine with me, however their email modifying experience is slightly easier because you can create inline images, and you can develop a completely plain e-mail, and even modify 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 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch back and forth between numerous emails, I would intuitively be inclined open the exact same automation in various tabs, then open the respective e-mails from each of those tabs.

How To Import A Template Into 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 edit each one, or you can Command + Click to open each in a brand-new tab to more quickly modify your entire sequence. How To Import A Template Into Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Import A Template Into Active Campaign. But selecting an email marketing platform resembles picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

You can integrate attributes with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can just section by AND/OR, nevertheless MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my search for the best e-mail marketing platform, I saw numerous others, a few of which I’ve already mentioned.

How To Import A Template Into Active Campaign

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

How To Import A Template Into Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods 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 options (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for testing Avoid 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Import A Template Into Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a form The contact buys A tag is included to the contact A custom field is upgraded with a certain value From there, you can develop Conditions, to inspect whether the contact has a certain tag or customized field worth.

How To Import A Template Into Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date takes place A customized field is upgraded with a specific value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course exactly how I want to construct it. Many marketers construct really easy e-mail sequences for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

How To Import A Template Into Active Campaign

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Import A Template Into Active Campaign).” The automation verifies 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 ready for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday early 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 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 don’t want to send out the very same email to every person on my list. I want to send them the suitable e-mail for their level of engagement – How To Import A Template Into Active Campaign. How To Import A Template Into Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already purchased the product I pitch in the webinar.

How To Import A Template Into Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they immediately struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Import A Template Into Active Campaign.

This enables me to personalize 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 money, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Import A Template Into Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes 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, eliminates all of those tags, and begins 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 option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually currently been removed from the automation using a different automation) – How To Import A Template Into Active Campaign.

How To Import A Template Into Active Campaign

The automation then unsubscribes them. My emails likewise 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 adds a tag that I utilize to filter those contacts out. How To Import A Template Into Active Campaign. I used to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my emails?” verification.

How To Import A Template Into Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Import A Template Into 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 buys A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to examine whether the contact has a particular tag or custom-made field value.

How To Import A Template Into Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but 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 build my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to build it. Numerous online marketers develop very simple email sequences for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday early morning. When I initially tried this method, I was on MailChimp.

How To Import A Template Into Active Campaign

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Import A Template Into Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared 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 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 do not wish to send the very same email to every individual on my list. I want to send them the proper email for their level of engagement – How To Import A Template Into Active Campaign. How To Import A Template Into Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently bought the item I pitch in the webinar.

How To Import A Template Into Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they immediately hit the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Import A Template Into 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 combination panel: I can include tags based upon whether the contact registered, participated in, 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. People who don’t open my e-mails make it harder for other emails to get to the individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

How To Import A Template Into 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 adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t suggest.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send 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 e-mail (if they currently clicked the verification link in the previous email, they’ve currently been eliminated from the automation using a different automation) – How To Import A Template Into Active Campaign.

How To Import A Template Into 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 know that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. How To Import A Template Into Active Campaign. I used to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still desire my emails?” confirmation.

How To Import A Template Into Active Campaign

You can also see whether the conclusion 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 favorite function. It conserves me a load of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the given name of only a few of your contacts, which holds true with my list. I generally do not need a given name to sign up to my list, however in some cases I get a given name, such as when somebody purchases an item. Wouldn’t it be nice to welcome your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a first name, I say “Hey,” and after that their first name. If they do not, I just state “Hey there,” (How To Import A Template Into Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s given name.

How To Import A Template Into Active Campaign

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal 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 details.

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 product, offer terms, 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 changes.

And here it remains in an email. This message variable allows 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 switched from MailChimp, and MailChimp occurs to have the best e-mail editing experience. I really like to send out simple emails.

How To Import A Template Into Active Campaign

I have actually found that really difficult to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental 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 Import A Template Into Active Campaign.

However, adding images is a little a task. You need to select them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you make up totally in HTML. The option 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 rich full-screen editor is a clunky experience. You require separate text boxes for above and listed below the image. Lately I have actually begun using ActiveCampaign’s rich text editor. They have some great templates, however I still wish to send the simplest e-mail possible. They do have some plain-looking emails, but they have some degree of very little formatting, which you can’t eliminate – How To Import A Template Into Active Campaign.

How To Import A Template Into Active Campaign

However, with some adjustments, I can make my e-mail pretty fundamental. I can make it automatically take up the entire window, and I can modify the typography to be somewhat larger, and have a bit more leading. The most discouraging part of ActiveCampaign’s abundant text editor is including images. Imagine you have actually simply typed out a fantastic e-mail. How To Import A Template Into Active Campaign.

You can’t merely include an image to a block of text. Rather, you have to develop two blocks of text: one for before the image, and one for after the image. If you have actually made any format modifications, you’ll have to watch on those to stay consistent. That’s one thing to deal with when you wish to add one image, but when you wish to include numerous, it becomes a huge task.

They even have a basic mage editor where you can crop the image – How To Import A Template Into 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 email, supplied you make a fundamental template first.

How To Import A Template Into Active Campaign

MailChimp’s integrated image editor is extremely powerful. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Import A Template Into Active Campaign). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s email editing experience is extremely plain, however simple to browse. Their design templates are restricted, which is great with me, but their e-mail editing experience is slightly easier because you can develop inline images, and you can produce 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 cumbersome.

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 disabled Command + Click from the automation editor. If I wished to switch backward and forward between numerous e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular e-mails from each of those tabs.

How To Import A Template Into Active Campaign

In the Automations area, there’s a “Manage 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 brand-new tab to more quickly edit your entire sequence. How To Import A Template Into Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Import A Template Into Active Campaign. But selecting an email marketing platform is like picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division alternatives.

You can combine attributes with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro strategy enables more sophisticated segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw lots of others, a few of which I have actually already mentioned.

How To Import A Template Into Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much easier to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives 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.