How To Merge Lists In Active Campaign

How To Merge Lists In Active Campaign

How To Merge Lists In Active CampaignHow To Merge Lists In Active Campaign

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

Let’s state you have the given name of only a few of your contacts, which holds true with my list. I generally don’t require a given name to sign up to my list, however often I get a first name, such as when somebody purchases an item. Would not it be nice to welcome your contacts by name, in the events when you have it? You can do this, however it’s cumbersome.

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 first name. If they don’t, I just say “Hey there,” (How To Merge Lists In Active Campaign). By building a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether or not I have the contact’s given name.

How To Merge Lists In Active Campaign

I produced a variable that’s merely %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 truly conserve me a great deal of time is by allowing me use the same automation over and over again for my webinars, and I can rapidly change out all of the details.

How To Merge Lists In Active CampaignHow To Merge Lists In Active Campaign

Here are variables 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 product, deal terms, 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 offer modifications.

And here it is in an email. This message variable allows me to quickly change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp happens to have the finest e-mail editing experience. I really like to send out simple e-mails.

How To Merge Lists In Active Campaign

I’ve found that extremely hard to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental 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 Lists In Active Campaign.

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

Including images to ActiveCampaign’s rich text editor is a clunky experience. You require separate text boxes for above and listed below the image. Lately I have begun utilizing ActiveCampaign’s rich full-screen editor. They have some nice templates, but I still wish to send out the plainest e-mail possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t remove – How To Merge Lists In Active Campaign.

How To Merge Lists In Active Campaign

However, with some changes, I can make my e-mail quite fundamental. I can make it immediately use up the whole window, and I can modify the typography to be slightly larger, and have a bit more prominent. The most aggravating part of ActiveCampaign’s rich full-screen editor is including images. Picture you have actually just typed out a fantastic e-mail. How To Merge Lists In Active Campaign.

You can’t just include an image to a block of text. Rather, you need to create 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll need to keep an eye on those to stay constant. That’s something to handle when you wish to include one image, however when you wish to include numerous, it ends up being a big task.

They even have a fundamental mage editor where you can crop the image – How To Merge Lists 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 truly plain email, provided you make a basic template initially.

How To Merge Lists In Active Campaign

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (How To Merge Lists In Active Campaign). It would conserve me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s email modifying experience is extremely plain, however easy to navigate. Their templates are restricted, which is great with me, but their email editing experience is slightly easier because you can create inline images, and you can produce an absolutely plain email, 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 email, 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change back and forth between various e-mails, I would intuitively be inclined open the very same automation in various tabs, then open the respective emails from each of those tabs.

How To Merge Lists In Active Campaign

In the Automations section, there’s a “Manage Messages” location. From here, you can see all of the messages in each of your automations. You can edit each one, or you can Command + Click to open each in a new tab to more easily modify your entire series. How To Merge Lists In Active Campaign. Contrast that with ConvertKit’s Series.

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 Lists In Active Campaign. However picking an email marketing platform is like selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has limited division alternatives.

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro strategy enables more sophisticated segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw lots of others, some of which I have actually already mentioned.

How To Merge Lists In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to develop, 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 understand that I changed from MailChimp to ActiveCampaign.

How To Merge Lists In Active Campaign

How To Merge Lists In Active Campaign

How To Merge Lists In Active CampaignHow To Merge Lists In Active Campaign

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 registers for a list When a contact sends a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the goal’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 details Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Merge Lists In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom-made field is updated with a particular worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom field value.

How To Merge Lists In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date happens A custom field is updated with a particular worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I wish to build it. Many marketers construct really easy email series for their “e-mail courses.” A contact signs up, and then 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 method. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

How To Merge Lists In Active Campaign

Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Merge Lists In Active Campaign).” The automation confirms 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” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with friends.

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 e-mail the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the very same e-mail to everyone on my list. I want to send them the proper e-mail for their level of engagement – How To Merge Lists In Active Campaign. How To Merge Lists In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already purchased the item I pitch in the webinar.

How To Merge Lists 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 hit the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Merge Lists In Active Campaign.

This enables me to tailor 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 for how long they remained in the webinar. These tags can then trigger 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. People who do not open my emails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

How To Merge Lists In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 adds brand-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 in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t advise.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have 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 tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been removed from the automation using a different automation) – How To Merge Lists In Active Campaign.

How To Merge Lists In Active Campaign

How To Merge Lists In Active CampaignHow To Merge Lists In Active Campaign

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 don’t have tracking enabled. This form includes a tag that I use to filter those contacts out. How To Merge Lists In Active Campaign. I utilized to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still desire my e-mails?” confirmation.

How To Merge Lists In Active Campaign

How To Merge Lists In Active Campaign

How To Merge Lists In Active CampaignHow To Merge Lists In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site options (available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send out an e-mail Notify a group 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 goal’s place 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 details Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – How To Merge Lists In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is included to the contact A custom-made field is upgraded with a certain value From there, you can develop Conditions, to check whether the contact has a specific tag or custom-made field value.

How To Merge Lists In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date occurs A custom-made field is upgraded with a specific worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course exactly how I wish to develop it. Numerous marketers develop really basic email sequences for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. 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 begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

How To Merge Lists In Active Campaign

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Merge Lists 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 prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin 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 email 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 want to send the same e-mail to everyone on my list. I want to send them the suitable e-mail for their level of engagement – How To Merge Lists In Active Campaign. How To Merge Lists In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already bought the product I pitch in the webinar.

How To Merge Lists In Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Goal” towards 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 Lists In Active Campaign.

This allows 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 out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Merge Lists In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, 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, sometimes you need to develop things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t suggest.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still desire 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 currently clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation utilizing a different automation) – How To Merge Lists In Active Campaign.

How To Merge Lists In Active Campaign

How To Merge Lists In Active CampaignHow To Merge Lists In Active Campaign

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 know that they don’t have tracking enabled. This form adds a tag that I utilize to filter those contacts out. How To Merge Lists In Active Campaign. I utilized to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still desire my e-mails?” verification.

How To Merge Lists In Active Campaign

How To Merge Lists In Active Campaign

How To Merge Lists In Active CampaignHow To Merge Lists In Active Campaign

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

Let’s state you have the very first name of only some of your contacts, which is the case with my list. I typically do not require a very first name to sign up to my list, however in some cases I get a given name, such as when someone purchases an item. Wouldn’t 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 also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a very first name, I state “Hey,” and then their given name. If they don’t, I simply say “Hey there,” (How To Merge Lists In Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s first name.

How To Merge Lists In Active Campaign

I developed a variable that’s just %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 truly save me a great deal of time is by enabling 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 Lists In Active CampaignHow To Merge Lists In Active Campaign

Here vary 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 cost 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 changes or deal modifications.

And here it remains in an email. This message variable enables me to quickly alter out a countdown timer. I did mention 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 best email modifying experience. I really like to send basic e-mails.

How To Merge Lists In Active Campaign

I have actually discovered that very hard to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard template I produced. The user interface for the HTML editor looks like it was pulled from some free open-source task. How To Merge Lists In Active Campaign.

Nevertheless, including images is a little a chore. You have to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The alternative to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant text editor is a clunky experience. You require separate text boxes for above and listed below the image. Lately I have actually begun using ActiveCampaign’s abundant text editor. They have some great templates, but I still wish to send the plainest e-mail 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 Lists In Active Campaign.

How To Merge Lists In Active Campaign

However, with some changes, I can make my email quite fundamental. I can make it automatically use up the entire window, and I can modify the typography to be somewhat larger, and have a little bit more prominent. The most aggravating part of ActiveCampaign’s rich text editor is including images. Imagine you’ve just typed out an excellent e-mail. How To Merge Lists In Active Campaign.

You can’t simply add an image to a block of text. Rather, you need to produce two blocks of text: one for before the image, and one for after the image. If you have actually made any formatting changes, you’ll have to watch on those to stay consistent. That’s something to handle when you desire to include one image, however when you desire to include numerous, it ends up being a big chore.

They even have a standard mage editor where you can crop the image – How To Merge Lists In Active Campaign. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can develop a really plain email, provided you make a standard design template initially.

How To Merge Lists In Active Campaign

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (How To Merge Lists In Active Campaign). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that potential time cost savings.

ConvertKit’s e-mail editing experience is extremely plain, however easy to browse. Their design templates are restricted, which is great with me, but their email modifying experience is slightly simpler because you can create inline images, and you can produce an absolutely plain email, and even modify 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 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 implied to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to switch back and forth between different e-mails, I would intuitively be inclined open the very same automation in numerous tabs, then open the particular e-mails from each of those tabs.

How To Merge Lists In Active Campaign

In the Automations area, there’s a “Handle Messages” area. From here, you can see all of the messages in each of your automations. You can edit each one, or you can Command + Click to open each in a new tab to more easily modify your whole sequence. How To Merge Lists 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 editing experience on ActiveCampaign – How To Merge Lists In Active Campaign. However picking an e-mail marketing platform resembles selecting a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has limited 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 sector by AND/OR, nevertheless MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw lots of others, some of which I have actually currently discussed.

How To Merge Lists In Active Campaign

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