How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active CampaignHow To Install An Email Template Into Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for testing 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 information Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Install An Email Template Into Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. 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 upgraded with a specific worth From there, you can produce Conditions, to examine whether the contact has a certain tag or custom field worth.

How To Install An Email Template Into Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date takes place A custom field is upgraded with a specific worth You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to develop it. Many online marketers construct extremely basic email sequences for their “email courses.” A contact indications up, and then that contact instantly starts getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Install An Email Template Into Active Campaign

Here’s the automation I use to welcome brand-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 Install An Email 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 out a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with pals.

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 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 very same e-mail to everyone on my list. I desire to send them the proper email for their level of engagement – How To Install An Email Template Into Active Campaign. How To Install An Email Template Into Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently acquired the item I pitch in the webinar.

How To Install An Email Template Into Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they immediately hit the “Goal” 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 Install An Email Template Into 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 include tags based upon whether the contact signed up, participated in, missed, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Install An Email Template Into 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes 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 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 option. But, since you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t advise.

Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve currently been gotten rid of from the automation using a different automation) – How To Install An Email Template Into Active Campaign.

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active CampaignHow To Install An Email 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 understand that they do not have tracking enabled. This kind adds a tag that I use to filter those contacts out. How To Install An Email Template Into Active Campaign. I used to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still desire my e-mails?” verification.

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active Campaign

How To Install An Email Template Into Active CampaignHow To Install An Email Template Into Active Campaign

You can also see whether the completion rate has increased or reduced, for how long it considers 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 function. It conserves me a ton of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s state you have the first name of just a few of your contacts, which is the case with my list. I typically don’t require a very first name to register to my list, but often I get a given name, such as when somebody buys a product. Wouldn’t it be good to greet your contacts by name, in the cases when you have it? You can do this, however it’s cumbersome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a very first name, I say “Hey,” and after that their given name. If they do not, I simply say “Hey there,” (How To Install An Email Template Into Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether I have the contact’s given name.

How To Install An Email Template Into Active Campaign

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a lot of time is by allowing me use the same automation over and over once again for my webinars, and I can rapidly change out all of the details.

How To Install An Email Template Into Active CampaignHow To Install An Email Template Into Active Campaign

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, offer terms, voucher code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule modifications or offer changes.

And here it remains in an email. This message variable enables me to easily alter out a countdown timer. I did discuss 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 email editing experience. I actually like to send basic e-mails.

How To Install An Email Template Into Active Campaign

I have actually discovered that very hard to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a basic template I produced. The user interface for the HTML editor appears like it was pulled from some totally free open-source project. How To Install An Email Template Into Active Campaign.

Nevertheless, adding images is a bit of a chore. You have to select them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require separate text boxes for above and below the image. Recently I have actually started using ActiveCampaign’s abundant full-screen editor. They have some nice templates, but I still desire to send the simplest email possible. They do have some plain-looking emails, but they have some degree of very little formatting, which you can’t eliminate – How To Install An Email Template Into Active Campaign.

How To Install An Email Template Into Active Campaign

However, with some changes, I can make my email quite basic. I can make it automatically use up the whole window, and I can fine-tune the typography to be slightly larger, and have a little bit more leading. The most frustrating part of ActiveCampaign’s rich text editor is including images. Envision you’ve just typed out a terrific e-mail. How To Install An Email Template Into Active Campaign.

You can’t simply 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 have actually made any format modifications, you’ll have to keep an eye on those to stay consistent. That’s something to handle when you desire to include one image, however when you wish to include several, it becomes a huge task.

They even have a standard mage editor where you can crop the image – How To Install An Email Template Into Active Campaign. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a really plain email, supplied you make a standard template initially.

How To Install An Email Template Into Active Campaign

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (How To Install An Email Template Into Active Campaign). It would conserve me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s email modifying experience is extremely plain, however simple to navigate. Their templates are limited, which is great with me, but their e-mail editing experience is slightly easier in that you can produce inline images, and you can create a completely plain email, and even modify the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click 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 change back and forth between numerous e-mails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails from each of those tabs.

How To Install An Email Template Into 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 each one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole sequence. How To Install An Email 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 modifying experience on ActiveCampaign – How To Install An Email Template Into Active Campaign. However picking an email marketing platform resembles choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted 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 just sector by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw numerous others, some of which I have actually currently discussed.

How To Install An Email Template Into Active Campaign

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