How To Merge Contacts Active Campaign

You can likewise see whether the completion rate has actually 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 objective. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a lot of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s say you have the first name of just a few of your contacts, which holds true with my list. I typically do not require a given name to register to my list, but sometimes I get a first name, such as when somebody buys an item. Wouldn’t it be great to greet your contacts by name, in the cases when you have it? You can do this, however it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I state “Hey,” and after that their first name. If they don’t, I just state “Hey there,” (How To Merge Contacts Active Campaign). By building a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether or not I have the contact’s first name.

How To Merge Contacts Active Campaign

I created 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 save me a great deal of time is by enabling me utilize the very same automation over and over once again for my webinars, and I can quickly change out all of the information.

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 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 e-mail. 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 email modifying experience. I changed from MailChimp, and MailChimp occurs to have the very best e-mail modifying experience. I actually like to send basic emails.

How To Merge Contacts Active Campaign

I’ve found that extremely tough to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic template I created. The interface for the HTML editor appears like it was pulled from some totally free open-source task. How To Merge Contacts Active Campaign.

However, adding images is a bit of a task. You have to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose totally in HTML. The option to this, if you wish to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You need separate text boxes for above and below the image. Recently I have actually started utilizing ActiveCampaign’s rich text editor. They have some good templates, but I still wish to send out the plainest email possible. They do have some plain-looking e-mails, however they have some degree of minimal format, which you can’t get rid of – How To Merge Contacts Active Campaign.

How To Merge Contacts Active Campaign

But, with some adjustments, I can make my email quite standard. I can make it instantly use up the entire window, and I can modify the typography to be a little larger, and have a little bit more prominent. The most frustrating part of ActiveCampaign’s rich text editor is including images. Imagine you’ve just typed out a fantastic e-mail. How To Merge Contacts Active Campaign.

You can’t just 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 modifications, you’ll need to keep an eye on those to remain constant. That’s one thing to handle when you want to include one image, however when you desire to include numerous, it ends up being a huge task.

They even have a basic mage editor where you can crop the image – How To Merge Contacts Active Campaign. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can create a genuinely plain email, supplied you make a basic template initially.

How To Merge Contacts Active Campaign

MailChimp’s built-in image editor is incredibly powerful. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Merge Contacts Active Campaign). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s email modifying experience is really plain, however simple to browse. Their templates are limited, which is fine with me, but their e-mail modifying experience is somewhat easier in that you can produce inline images, and you can produce a totally plain e-mail, and even edit the underlying HTML. If you desire to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on 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 indicated to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change backward and forward between different emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the particular e-mails from each of those tabs.

How To Merge Contacts Active Campaign

In the Automations area, there’s a “Handle 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 modify your whole sequence. How To Merge Contacts Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Merge Contacts Active Campaign. But selecting an email marketing platform resembles selecting a spouse. ActiveCampaign makes up for 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 choices.

You can combine characteristics with an AND/OR operator, and you can mix 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 permits more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw lots of others, some of which I’ve currently pointed out.

How To Merge Contacts Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They likewise do not have goal tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

How To Merge Contacts Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a staff 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 objective’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Merge Contacts Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A customized field is updated with a particular worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom-made field value.

How To Merge Contacts 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 gotten rid of The contact makes a purchase A date occurs A customized field is upgraded with a specific value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I ‘d like to construct it. Many marketers construct very easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to develop with ActiveCampaign, however 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 website. You need to register by Friday night, and a new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.

How To Merge Contacts Active Campaign

Here’s the automation I use to invite 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 Merge Contacts Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready 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 registration for next week’s class. They’ll get the pump up email 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 desire to send out the exact same email to every individual on my list. I want to send them the suitable email for their level of engagement – How To Merge Contacts Active Campaign. How To Merge Contacts Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently bought the item I pitch in the webinar.

How To Merge Contacts Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Merge Contacts 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 combination panel: I can include tags based upon whether the contact registered, attended, missed out on, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

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

How To Merge Contacts Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a different automation) – How To Merge Contacts Active Campaign.

How To Merge Contacts Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. How To Merge Contacts Active Campaign. I used to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my emails?” confirmation.