How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

To start building 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 type 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 developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Alert a team member 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 location 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 information Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Merge Custom Fields In Active Campaign.

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

How To Merge Custom Fields In Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date happens A custom-made field is upgraded with a certain value 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 develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I wish to construct it. Many marketers build really easy e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first tried this methodology, I was on MailChimp.

How To Merge Custom Fields In Active Campaign

Here’s the automation I use to welcome brand-new students 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 Merge Custom Fields In 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 pals.

The contact will start getting lessons the following Monday 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 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 do not want to send out the same e-mail to everyone on my list. I desire to send them the proper email for their level of engagement – How To Merge Custom Fields In Active Campaign. How To Merge Custom Fields In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the product I pitch in the webinar.

How To Merge Custom Fields In Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they right away hit the “Goal” towards the end 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 Merge Custom Fields In 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 add tags based upon whether the contact registered, went to, missed, or based upon for how long they stayed in the webinar. These tags can then activate 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 don’t open my emails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

How To Merge Custom Fields In Active Campaign

Here’s an automation I obtained 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 includes 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 different 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 service. However, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t advise.

Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly describing 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 removed from the automation using a separate automation) – How To Merge Custom Fields In Active Campaign.

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me understand that they do not have tracking allowed. This kind adds a tag that I utilize to filter those contacts out. How To Merge Custom Fields In Active Campaign. I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send a simple “do you still desire my e-mails?” verification.

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger 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 alternatives (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out 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 get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – How To Merge Custom Fields In Active Campaign.

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

How To Merge Custom Fields In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date takes place A custom field is upgraded with a certain 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 construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to construct it. Lots of marketers develop extremely basic email sequences for their “email courses.” A contact signs up, and then that contact instantly begins getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.

How To Merge Custom Fields In Active Campaign

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Merge Custom Fields In Active Campaign).” The automation verifies 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 ready for next week’s course, and motivate them to share it with pals.

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 wish to send the exact same e-mail to every individual on my list. I desire to send them the suitable email for their level of engagement – How To Merge Custom Fields In Active Campaign. How To Merge Custom Fields In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already acquired the product I pitch in the webinar.

How To Merge Custom Fields In Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly struck the “Objective” toward the end 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 Merge Custom Fields In 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 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 do not open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Merge Custom Fields In Active Campaign

Here’s an automation I got 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 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 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 at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not suggest.

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

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind 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 use to filter those contacts out. How To Merge Custom Fields In Active Campaign. I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my e-mails?” confirmation.

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

You can also see whether the conclusion rate has increased or decreased, for 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 feature. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s say you have the first name of just a few of your contacts, which holds true with my list. I generally do not need a given name to register to my list, but in some cases I get a given name, such as when someone 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, but it’s cumbersome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and after that their given name. If they don’t, I just state “Hey there,” (How To Merge Custom Fields In Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s very first name.

How To Merge Custom Fields In Active Campaign

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a lot of time is by allowing me utilize the very same automation over and over again for my webinars, and I can rapidly alter out all of the details.

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In 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 rate of the product, deal terms, discount coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or offer changes.

And here it is in an e-mail. This message variable allows me to easily change 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 occurs to have the best e-mail editing experience. I really like to send out simple emails.

How To Merge Custom Fields In Active Campaign

I have actually found that extremely hard to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard design template I produced. The user interface for the HTML editor appears like it was pulled from some complimentary open-source job. How To Merge Custom Fields In Active Campaign.

Nevertheless, adding images is a little a task. You need to select them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you compose completely 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 clunky experience. You need different text boxes for above and listed below the image. Lately I have actually started using ActiveCampaign’s abundant text editor. They have some great templates, however I still wish to send out the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of minimal formatting, which you can’t eliminate – How To Merge Custom Fields In Active Campaign.

How To Merge Custom Fields In Active Campaign

But, with some adjustments, I can make my email quite basic. I can make it automatically take up the whole window, and I can fine-tune the typography to be slightly larger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s rich text editor is including images. Envision you have actually just typed out an excellent email. How To Merge Custom Fields In Active Campaign.

You can’t just add an image to a block of text. Rather, you have to produce 2 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 consistent. That’s something to handle when you want to include one image, but when you want to include several, it becomes a huge task.

They even have a standard mage editor where you can crop the image – How To Merge Custom Fields In Active Campaign. MailChimp’s editor is the very 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 develop a really plain email, provided you make a fundamental template initially.

How To Merge Custom Fields In Active Campaign

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (How To Merge Custom Fields In Active Campaign). It would save me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than offset that potential time cost savings.

ConvertKit’s e-mail editing experience is really plain, however easy to navigate. Their design templates are limited, which is fine with me, but their email editing experience is somewhat much easier in that you can produce inline images, and you can create a completely plain e-mail, and even edit the underlying HTML. If you want to make some quick edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

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 implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch back and forth between different e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

How To Merge Custom Fields In Active Campaign

In the Automations section, there’s a “Manage Messages” area. 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 brand-new tab to more quickly edit your entire series. How To Merge Custom Fields In 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 Merge Custom Fields In Active Campaign. However picking an e-mail marketing platform is like choosing 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 actually limited division choices.

You can integrate characteristics with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my search for the perfect email marketing platform, I saw lots of others, some of which I have actually currently pointed out.

How To Merge Custom Fields In 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 flexible as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active Campaign

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

You can also see whether the conclusion rate has actually increased or reduced, for how long it considers contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred function. It conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s say you have the given name of just some of your contacts, which holds true with my list. I typically don’t need a given name to register to my list, however sometimes I get a very first name, such as when somebody purchases a product. Would not it be good 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 “Guest.” If they have a given name, I say “Hey,” and then their given name. If they don’t, I simply state “Hey there,” (How To Merge Custom Fields In Active Campaign). By constructing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s given name.

How To Merge Custom Fields In Active Campaign

I created a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save 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 alter out all of the information.

How To Merge Custom Fields In Active CampaignHow To Merge Custom Fields In Active Campaign

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of various variables here, such as the date and time of the webinar, the price of the item, offer terms, discount coupon code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule changes or deal modifications.

And here it remains in an email. This message variable allows me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp occurs to have the very best email modifying experience. I really like to send easy emails.

How To Merge Custom Fields In Active Campaign

I’ve found that very tough to do with ActiveCampaign. For awhile, I was editing emails 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 basic design template I developed. The interface for the HTML editor appears like it was pulled from some complimentary open-source task. How To Merge Custom Fields In Active Campaign.

However, including images is a little a task. You have to select them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor needs that you make up entirely 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.

Adding images to ActiveCampaign’s rich text editor is a cumbersome experience. You need different text boxes for above and listed below the image. Recently I have started utilizing ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still desire to send out the simplest email possible. They do have some plain-looking e-mails, but they have some degree of very little formatting, which you can’t get rid of – How To Merge Custom Fields In Active Campaign.

How To Merge Custom Fields In Active Campaign

But, with some adjustments, I can make my email quite fundamental. I can make it immediately use up the whole window, and I can modify the typography to be somewhat larger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Envision you have actually simply typed out a fantastic e-mail. How To Merge Custom Fields In Active Campaign.

You can’t just add an image to a block of text. Rather, you have to develop 2 blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll have to keep an eye on those to remain constant. That’s something to deal with when you want to add one image, however when you wish to include numerous, it becomes a big task.

They even have a fundamental mage editor where you can crop the image – How To Merge Custom Fields In Active Campaign. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can create a genuinely plain email, offered you make a standard template initially.

How To Merge Custom Fields In Active Campaign

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

ConvertKit’s e-mail editing experience is really plain, but simple to browse. Their templates are restricted, which is fine with me, however their e-mail editing experience is somewhat simpler in that you can produce inline images, and you can develop a totally plain e-mail, and even edit the underlying HTML. If you wish to make some fast edits to some emails 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to switch back and forth between various e-mails, I would intuitively be inclined open the very same automation in various tabs, then open the particular e-mails from each of those tabs.

How To Merge Custom Fields In 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 edit every one, or you can Command + Click to open each in a new tab to more quickly modify your entire series. How To Merge Custom Fields In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Merge Custom Fields In Active Campaign. However picking an e-mail marketing platform resembles selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation choices.

You can integrate 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 segment by AND/OR, however MailChimp’s Pro strategy enables more sophisticated segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw many others, some of which I’ve currently mentioned.

How To Merge Custom Fields In 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 flexible as ActiveCampaign’s, and their segmentations options aren’t as sophisticated either. They also do not have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.