How To Merge Lists With Active Campaign

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’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 Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Merge Lists With Active Campaign.

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

How To Merge Lists With Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date occurs A custom field is upgraded with a particular worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I want to construct it. Lots of online marketers construct extremely basic email sequences for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.

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

How To Merge Lists With Active Campaign

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Merge Lists With 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 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 begin 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 do not wish to send out the exact same e-mail to every person on my list. I wish to send them the suitable email for their level of engagement – How To Merge Lists With Active Campaign. How To Merge Lists With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the product I pitch in the webinar.

How To Merge Lists With Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they register, they right away hit the “Objective” toward completion 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 With Active Campaign.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Merge Lists With Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t advise.

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

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. How To Merge Lists With Active Campaign. I used 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 only send out a simple “do you still desire my emails?” verification.

How To Merge Lists With Active Campaign

How To Merge Lists With Active Campaign

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

You can also see whether the conclusion rate has increased or decreased, how long 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 preferred feature. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s say you have the very first name of only some of your contacts, which holds true with my list. I generally do not require a very first name to sign up to my list, but often I get a first name, such as when someone purchases an item. Wouldn’t it be good to welcome 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 “Guest.” If they have a given name, I state “Hey,” and then their given name. If they don’t, I simply state “Hey there,” (How To Merge Lists With Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s very first name.

How To Merge Lists With Active Campaign

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. 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 use the exact same automation over and over once again for my webinars, and I can quickly alter out all of the information.

How To Merge Lists With Active CampaignHow To Merge Lists With Active Campaign

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of different variables here, such as the date and time of the webinar, the rate of the product, deal 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 modifications.

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

How To Merge Lists With Active Campaign

I’ve found that extremely difficult to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I produced. The user interface for the HTML editor appears like it was pulled from some totally free open-source project. How To Merge Lists With Active Campaign.

However, including images is a little a task. You have to choose them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs 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 abundant full-screen editor is a clunky experience. You need separate text boxes for above and below the image. Recently I have actually started utilizing ActiveCampaign’s abundant text editor. They have some great design templates, however I still wish to send out the simplest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t eliminate – How To Merge Lists With Active Campaign.

How To Merge Lists With Active Campaign

However, with some adjustments, I can make my e-mail quite fundamental. I can make it automatically use up the whole window, and I can tweak the typography to be somewhat larger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you have actually just typed out a fantastic e-mail. How To Merge Lists With Active Campaign.

You can’t merely include an image to a block of text. Rather, you need to produce 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting modifications, you’ll have to watch on those to remain consistent. That’s something to deal with when you desire to include one image, however when you wish to add a number of, it becomes a big task.

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

How To Merge Lists With Active Campaign

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

ConvertKit’s email editing experience is extremely plain, however easy to browse. Their design templates are limited, which is fine with me, but their e-mail editing experience is a little easier in that you can produce inline images, and you can produce 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 troublesome.

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

How To Merge Lists With Active Campaign

In the Automations area, there’s a “Manage 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 edit your whole series. How To Merge Lists With Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Merge Lists With Active Campaign. But picking an email marketing platform is like selecting a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division choices.

You can integrate qualities 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 sector by AND/OR, nevertheless MailChimp’s Pro plan enables more advanced segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw lots of others, a few of which I have actually already pointed out.

How To Merge Lists With Active Campaign

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