How To Integrate Optimonk With Active Campaign

You can likewise see whether the completion rate has increased or reduced, how long it considers contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a heap of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent function.

Let’s say you have the given name of just some of your contacts, which is the case with my list. I typically do not need a very first name to sign up to my list, however sometimes I get a given name, such as when somebody buys a product. Wouldn’t it be nice to welcome your contacts by name, in the cases 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 “Visitor.” If they have a given name, I say “Hey,” and then their very first name. If they don’t, I simply say “Hey there,” (How To Integrate Optimonk With Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s very first name.

How To Integrate Optimonk With Active Campaign

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it shows 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 again for my webinars, and I can rapidly alter out all of the details.

Here are variables 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 price of the product, deal 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 offer modifications.

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

How To Integrate Optimonk With Active Campaign

I’ve discovered that really difficult to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I created. The user interface for the HTML editor looks like it was pulled from some free open-source task. How To Integrate Optimonk With Active Campaign.

Nevertheless, including images is a bit of a task. You have to pick them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs that you compose entirely in HTML. The alternative to this, if you desire 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 require different text boxes for above and listed below the image. Recently I have started using ActiveCampaign’s abundant text editor. They have some great design templates, however I still wish to send out the simplest e-mail possible. They do have some plain-looking emails, but they have some degree of very little format, which you can’t eliminate – How To Integrate Optimonk With Active Campaign.

How To Integrate Optimonk With Active Campaign

However, with some changes, I can make my email quite fundamental. I can make it automatically use up the whole window, and I can tweak the typography to be somewhat larger, and have a bit more prominent. The most aggravating part of ActiveCampaign’s rich text editor is including images. Imagine you’ve just typed out a terrific email. How To Integrate Optimonk With Active Campaign.

You can’t simply include an image to a block of text. Rather, you need to develop 2 blocks of text: one for before the image, and one for after the image. If you have actually made any format changes, you’ll need to watch on those to remain consistent. That’s something to handle when you wish to include one image, but when you desire to include a number of, it becomes a big chore.

They even have a fundamental mage editor where you can crop the image – How To Integrate Optimonk With Active Campaign. MailChimp’s editor is the 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 create a genuinely plain email, provided you make a fundamental design template initially.

How To Integrate Optimonk With Active Campaign

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Integrate Optimonk With Active Campaign). It would save me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that prospective time cost savings.

ConvertKit’s email modifying experience is extremely plain, however easy to navigate. Their design templates are restricted, which is great with me, however their email modifying experience is slightly much easier in that you can develop inline images, and you can create an absolutely plain e-mail, 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 an e-mail, 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 suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch back and forth in between various emails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular emails from each of those tabs.

How To Integrate Optimonk With Active Campaign

In the Automations section, there’s a “Handle Messages” area. 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 Integrate Optimonk With Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Integrate Optimonk With Active Campaign. However selecting an e-mail marketing platform resembles selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation options.

You can integrate characteristics with an AND/OR operator, and you can blend and match those groups of qualities 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 extra $199 a month. In my look for the ideal email marketing platform, I saw lots of others, a few of which I have actually already discussed.

How To Integrate Optimonk With Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much simpler to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They also do not have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

How To Integrate Optimonk With Active Campaign

You can also see whether the completion rate has actually increased or reduced, 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 feature. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s say you have the given 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 sign up to my list, however sometimes I get a very first name, such as when somebody buys an item. Would not it be nice 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 added by other systems, such as a dash, or “Visitor.” If they have a very first name, I state “Hey,” and after that their given name. If they do not, I simply say “Hey there,” (How To Integrate Optimonk With Active Campaign). By constructing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s first name.

How To Integrate Optimonk With Active Campaign

I produced a variable that’s merely %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 conserve 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 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 lot of different variables here, such as the date and time of the webinar, the rate of the item, deal 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 modifications or deal modifications.

And here it remains in an e-mail. This message variable enables me to quickly alter out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp happens to have the very best e-mail modifying experience. I actually like to send easy emails.

How To Integrate Optimonk With Active Campaign

I have actually found that really hard to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental template I created. The user interface for the HTML editor appears like it was pulled from some totally free open-source job. How To Integrate Optimonk With Active Campaign.

However, adding images is a little a task. You have to pick them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you compose totally in HTML. The option 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 rich text editor is a clunky experience. You need different text boxes for above and listed below the image. Lately I have actually started using ActiveCampaign’s abundant full-screen editor. They have some good design templates, but 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 Integrate Optimonk With Active Campaign.

How To Integrate Optimonk With Active Campaign

However, with some changes, I can make my e-mail pretty standard. I can make it immediately use up the whole window, and I can fine-tune the typography to be somewhat bigger, and have a little more leading. The most frustrating part of ActiveCampaign’s abundant full-screen editor is including images. Imagine you have actually just typed out a fantastic email. How To Integrate Optimonk With Active Campaign.

You can’t simply include an image to a block of text. Rather, you need to develop two blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll need to keep an eye on those to stay constant. That’s one thing to handle when you want to add one image, however when you desire to add several, it ends up being a big chore.

They even have a fundamental mage editor where you can crop the image – How To Integrate Optimonk With Active Campaign. MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can develop a truly plain email, supplied you make a fundamental template initially.

How To Integrate Optimonk With Active Campaign

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (How To Integrate Optimonk With 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 possible time savings.

ConvertKit’s email editing experience is really plain, however easy to browse. Their design templates are restricted, which is fine with me, however their email modifying experience is somewhat simpler because you can create inline images, and you can develop a completely plain email, and even edit the underlying HTML. If you wish to make some quick edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an e-mail, 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 suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch back and forth 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 Integrate Optimonk With 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 new tab to more quickly edit your entire sequence. How To Integrate Optimonk With Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Integrate Optimonk With Active Campaign. But choosing an e-mail marketing platform resembles picking a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

You can combine 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 only segment by AND/OR, however MailChimp’s Pro strategy allows more advanced segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw many others, a few of which I have actually currently pointed out.

How To Integrate Optimonk With Active Campaign

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

How To Integrate Optimonk With Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site alternatives (readily 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 offered in ActiveCampaign’s automations are: Send an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for screening Avoid 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 Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Integrate Optimonk With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom field is updated with a specific worth From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field value.

How To Integrate Optimonk With Active Campaign

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date takes place A custom field is upgraded with a specific worth You do not develop emails in ConvertKit’s Automations.

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

It was simple to construct with ActiveCampaign, but 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 have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Integrate Optimonk With Active Campaign

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Integrate Optimonk With 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 a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday early 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the exact same e-mail to every individual on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Integrate Optimonk With Active Campaign. How To Integrate Optimonk With Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already purchased the item I pitch in the webinar.

How To Integrate Optimonk With 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 sign up, they instantly struck the “Goal” toward completion 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 Integrate Optimonk With Active Campaign.

This enables 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 include tags based upon whether the contact signed up, attended, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

How To Integrate Optimonk With 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes 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 once again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not advise.

Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly explaining 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 Integrate Optimonk With Active Campaign.

How To Integrate Optimonk With Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. How To Integrate Optimonk With Active Campaign. I utilized 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 reliably! I just send a simple “do you still desire my e-mails?” confirmation.

How To Integrate Optimonk With Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular 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 e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 Include and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Integrate Optimonk With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field worth.

How To Integrate Optimonk With Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact makes a purchase A date happens A custom field is upgraded with a particular value You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I ‘d like to develop it. Many online marketers build very simple email series for their “email courses.” A contact register, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Integrate Optimonk With Active Campaign

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (How To Integrate Optimonk With 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 a “pump up” email to get the trainees ready for next week’s course, and motivate 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 out on 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the exact same e-mail to everyone on my list. I wish to send them the proper e-mail for their level of engagement – How To Integrate Optimonk With Active Campaign. How To Integrate Optimonk With 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 Integrate Optimonk With Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away struck the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Integrate Optimonk With 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 include tags based upon whether the contact signed up, participated in, 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 likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other emails to get to the people who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.

How To Integrate Optimonk With Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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, 1 month, 60 days, etc Each time they open an email, a different automation eliminates 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 one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t recommend.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – How To Integrate Optimonk With Active Campaign.

How To Integrate Optimonk With Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. How To Integrate Optimonk With Active Campaign. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my emails?” verification.