How To Look At Active Campaign Tags

How To Look At Active Campaign Tags

How To Look At Active Campaign TagsHow To Look At Active Campaign Tags

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site choices (offered 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 offered in ActiveCampaign’s automations are: Send an email Alert a team member 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 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 information Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Look At Active Campaign Tags.

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

How To Look At Active Campaign Tags

You can likewise develop 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 buys A date happens A custom field is updated with a certain value You do not create emails 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 construct my e-mail course exactly how I wish to construct it. Numerous marketers construct really simple e-mail sequences for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this methodology, I was on MailChimp.

How To Look At Active Campaign Tags

Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Look At Active Campaign Tags).” The automation confirms 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 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send the exact same email to every individual on my list. I want to send them the appropriate email for their level of engagement – How To Look At Active Campaign Tags. How To Look At Active Campaign Tags. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently bought the item I pitch in the webinar.

How To Look At Active Campaign Tags

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Look At Active Campaign Tags.

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, 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 more likely that my emails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

How To Look At Active Campaign Tags

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 new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not suggest.

Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish 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 email list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they’ve currently been removed from the automation using a different automation) – How To Look At Active Campaign Tags.

How To Look At Active Campaign Tags

How To Look At Active Campaign TagsHow To Look At Active Campaign Tags

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 know that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. How To Look At Active Campaign Tags. I utilized to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my emails?” verification.

How To Look At Active Campaign Tags

How To Look At Active Campaign Tags

How To Look At Active Campaign TagsHow To Look At Active Campaign Tags

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” strategy) 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 out an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the goal’s location 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 get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Look At Active Campaign Tags.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is added to the contact A customized field is updated with a specific value From there, you can develop Conditions, to check whether the contact has a particular tag or customized field worth.

How To Look At Active Campaign Tags

You can likewise create Events, 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 purchases A date takes place A custom field is updated with a certain worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I wish to construct it. Lots of marketers build really simple email sequences for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my website. 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 Look At Active Campaign Tags

Here’s the automation I use to welcome brand-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 Look At Active Campaign Tags).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with buddies.

The contact will start 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 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 everyone on my list. I wish to send them the proper email for their level of engagement – How To Look At Active Campaign Tags. How To Look At Active Campaign Tags. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.

How To Look At Active Campaign Tags

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly hit the “Goal” towards completion 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 Look At Active Campaign Tags.

This enables 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, attended, missed out on, or based upon for 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 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 people who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Look At Active Campaign Tags

Here’s an automation I obtained 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 adds 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 starts this automation over 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 service. But, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they’ve currently been removed from the automation using a separate automation) – How To Look At Active Campaign Tags.

How To Look At Active Campaign Tags

How To Look At Active Campaign TagsHow To Look At Active Campaign Tags

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking enabled. This type includes a tag that I use to filter those contacts out. How To Look At Active Campaign Tags. I used to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so reliably! I only send a simple “do you still want my e-mails?” confirmation.

How To Look At Active Campaign Tags

How To Look At Active Campaign Tags

How To Look At Active Campaign TagsHow To Look At Active Campaign Tags

You can likewise see whether the conclusion rate has increased or decreased, 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 preferred function. It saves me a ton of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the very first name of only some of your contacts, which holds true with my list. I usually don’t need a given name to sign up to my list, however sometimes I get a 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, but it’s troublesome.

I’m likewise 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 then their first name. If they do not, I simply say “Hey there,” (How To Look At Active Campaign Tags). By developing a Message Variable in ActiveCampaign, I can easily change my greeting according to whether or not I have the contact’s given name.

How To Look At Active Campaign Tags

I developed a variable that’s simply %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 truly conserve me a great deal of time is by enabling me use the very same automation over and over again for my webinars, and I can rapidly change out all of the information.

How To Look At Active Campaign TagsHow To Look At Active Campaign Tags

Here are variables 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 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 remains in an email. This message variable enables me to easily change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp happens to have the very best e-mail editing experience. I actually like to send out easy e-mails.

How To Look At Active Campaign Tags

I have actually found that extremely tough to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard design template I created. The user interface for the HTML editor looks like it was pulled from some free open-source project. How To Look At Active Campaign Tags.

Nevertheless, adding images is a bit of a chore. You have to select them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up 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 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 nice design templates, however I still want to send the plainest email possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t eliminate – How To Look At Active Campaign Tags.

How To Look At Active Campaign Tags

But, with some adjustments, I can make my email quite basic. I can make it instantly use up the entire window, and I can tweak the typography to be slightly larger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is adding images. Picture you have actually simply typed out a great e-mail. How To Look At Active Campaign Tags.

You can’t merely add an image to a block of text. Instead, you need to create 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 need to keep an eye on those to stay constant. That’s one thing to handle when you wish to add one image, but when you wish to include a number of, it ends up being a big task.

They even have a fundamental mage editor where you can crop the image – How To Look At Active Campaign Tags. MailChimp’s editor is the finest 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 create a truly plain email, provided you make a fundamental template initially.

How To Look At Active Campaign Tags

MailChimp’s integrated image editor is very effective. You can resize, crop, and include custom-made text to your images. I miss out on MailChimp’s email-editing experience (How To Look At Active Campaign Tags). It would conserve me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that prospective time cost savings.

ConvertKit’s email editing experience is very plain, however simple to browse. Their design templates are limited, which is fine with me, however their email editing experience is a little simpler because you can develop inline images, and you can produce a completely plain e-mail, 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 e-mail, 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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to switch back and forth in between numerous emails, I would intuitively be inclined open the exact same automation in various tabs, then open the particular e-mails from each of those tabs.

How To Look At Active Campaign Tags

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 entire series. How To Look At Active Campaign Tags. 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 Look At Active Campaign Tags. But choosing an e-mail marketing platform resembles picking a spouse. 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 limited division alternatives.

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 sector by AND/OR, however MailChimp’s Pro plan permits more advanced segmenting, for an extra $199 a month. In my look for the best email marketing platform, I saw many others, a few of which I’ve already discussed.

How To Look At Active Campaign Tags

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

How To Look At Active Campaign Tags

How To Look At Active Campaign Tags

How To Look At Active Campaign TagsHow To Look At Active Campaign Tags

You can also see whether the conclusion rate has actually increased or decreased, the length of time it takes for 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 feature. It conserves me a ton of time and effort, 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 holds true with my list. I typically do not need a given name to register to my list, however sometimes I get a first name, such as when somebody buys a product. Wouldn’t it be good to greet your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

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 say “Hey,” and after that their given name. If they don’t, I just say “Hey there,” (How To Look At Active Campaign Tags). By developing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s given name.

How To Look At Active Campaign Tags

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 really conserve me a lot of time is by allowing me utilize the same automation over and over once again for my webinars, and I can rapidly change out all of the details.

How To Look At Active Campaign TagsHow To Look At Active Campaign Tags

Here vary 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 new webinar, I can alter each of these variables to match any schedule modifications or deal changes.

And here it remains in an email. This message variable enables me to easily change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp happens to have the finest e-mail modifying experience. I truly like to send out basic emails.

How To Look At Active Campaign Tags

I’ve found that extremely difficult to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic design template I created. The user interface for the HTML editor appears like it was pulled from some complimentary open-source job. How To Look At Active Campaign Tags.

However, 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 alternative. ActiveCampaign’s HTML e-mail editor requires that you compose totally in HTML. The option to this, if you desire 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 cumbersome experience. You need separate text boxes for above and below the image. Recently I have begun utilizing ActiveCampaign’s rich text editor. They have some nice templates, but I still desire to send out the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t eliminate – How To Look At Active Campaign Tags.

How To Look At Active Campaign Tags

However, with some modifications, I can make my email quite fundamental. I can make it immediately take up the entire window, and I can tweak the typography to be somewhat larger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is including images. Picture you have actually just typed out an excellent email. How To Look At Active Campaign Tags.

You can’t just add an image to a block of text. Instead, 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 formatting modifications, you’ll need to watch on those to stay constant. That’s something to handle when you want to add one image, however when you want to include a number of, it becomes a huge task.

They even have a basic mage editor where you can crop the image – How To Look At Active Campaign Tags. MailChimp’s editor is the best I have actually 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 really plain e-mail, supplied you make a fundamental template initially.

How To Look At Active Campaign Tags

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (How To Look At Active Campaign Tags). 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 make up for that potential time cost savings.

ConvertKit’s e-mail editing experience is very plain, however easy to browse. Their design templates are restricted, which is fine with me, but their e-mail editing experience is a little much easier in that you can produce inline images, and you can create a completely plain email, and even modify the underlying HTML. If you wish to make some quick 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. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to switch back and forth between numerous emails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective e-mails from each of those tabs.

How To Look At Active Campaign Tags

In the Automations section, there’s a “Handle 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 Look At Active Campaign Tags. Contrast that with ConvertKit’s Series.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How To Look At Active Campaign Tags. But choosing an email marketing platform resembles selecting a spouse. ActiveCampaign offsets 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 restricted division choices.

You can integrate attributes with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can only segment by AND/OR, however MailChimp’s Pro strategy allows more sophisticated 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 already discussed.

How To Look At Active Campaign Tags

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their segmentations choices aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.