How To Refer A Friend In Email With Active Campaign

How To Refer A Friend In Email With Active Campaign

How To Refer A Friend In Email With Active CampaignHow To Refer A Friend In Email With Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a certain 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 e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (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 details Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Refer A Friend In Email With Active Campaign.

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

How To Refer A Friend In Email With Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date occurs A custom-made field is upgraded with a specific 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 way I develop my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to construct it. Many online marketers construct very simple e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My e-mail 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 early morning. When I first attempted this methodology, I was on MailChimp.

How To Refer A Friend In Email With Active Campaign

Here’s the automation I use to invite 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 Refer A Friend In Email With 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 a “pump up” email to get the trainees all set for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 wish to send the exact same e-mail to every person on my list. I want to send them the proper email for their level of engagement – How To Refer A Friend In Email With Active Campaign. How To Refer A Friend In Email With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently bought the item I pitch in the webinar.

How To Refer A Friend In Email With 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 “Goal” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Refer A Friend In Email With 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, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.

How To Refer A Friend In Email With Active Campaign

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 adds 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 email, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over once 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, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not suggest.

Some customers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been busy. 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 e-mail (if they currently clicked the confirmation link in the previous email, they have actually already been gotten rid of from the automation using a different automation) – How To Refer A Friend In Email With Active Campaign.

How To Refer A Friend In Email With Active Campaign

How To Refer A Friend In Email With Active CampaignHow To Refer A Friend In Email With Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their email address to let me know that they don’t have tracking allowed. This kind adds a tag that I utilize to filter those contacts out. How To Refer A Friend In Email With Active Campaign. I used to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my emails?” confirmation.

How To Refer A Friend In Email With Active Campaign

How To Refer A Friend In Email With Active Campaign

How To Refer A Friend In Email With Active CampaignHow To Refer A Friend In Email With Active Campaign

You can likewise see whether the conclusion rate has increased or decreased, the length of time 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 conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent function.

Let’s say you have the given name of only some of your contacts, which is the case with my list. I typically do not require a given name to sign up to my list, but in some cases I get a given name, such as when somebody buys a product. Would not it be good to welcome your contacts by name, in the cases when you have it? You can do this, however it’s cumbersome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and then their very first name. If they don’t, I just state “Hey there,” (How To Refer A Friend In Email With Active Campaign). By constructing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether or not I have the contact’s given name.

How To Refer A Friend In Email With Active Campaign

I developed 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 truly 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 information.

How To Refer A Friend In Email With Active CampaignHow To Refer A Friend In Email With 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, coupon code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule modifications or deal modifications.

And here it remains in an email. This message variable enables 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 switched from MailChimp, and MailChimp happens to have the finest e-mail editing experience. I really like to send out simple e-mails.

How To Refer A Friend In Email With Active Campaign

I’ve found that extremely hard to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I produced. The interface for the HTML editor appears like it was pulled from some free open-source job. How To Refer A Friend In Email With Active Campaign.

However, adding images is a little bit of a chore. You have to choose them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you make up totally in HTML. The option to this, if you want to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You need separate text boxes for above and below the image. Lately I have actually begun utilizing ActiveCampaign’s abundant text editor. They have some good templates, however I still desire to send out the plainest email possible. They do have some plain-looking emails, but they have some degree of minimal format, which you can’t remove – How To Refer A Friend In Email With Active Campaign.

How To Refer A Friend In Email With Active Campaign

But, with some changes, I can make my email quite basic. I can make it automatically use up the entire window, and I can fine-tune the typography to be somewhat bigger, and have a bit more leading. The most frustrating part of ActiveCampaign’s abundant text editor is including images. Picture you’ve simply typed out a fantastic e-mail. How To Refer A Friend In Email With Active Campaign.

You can’t simply 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’ve made any formatting modifications, you’ll need to keep an eye on those to remain consistent. That’s one thing to deal with when you wish to include one image, however when you wish to include numerous, it becomes a big task.

They even have a standard mage editor where you can crop the image – How To Refer A Friend In Email With Active Campaign. MailChimp’s editor is the very best I’ve seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can produce a really plain email, offered you make a basic template initially.

How To Refer A Friend In Email With Active Campaign

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

ConvertKit’s e-mail modifying experience is extremely plain, however easy to navigate. Their design templates are restricted, which is fine with me, but their e-mail modifying experience is somewhat simpler in that you can create inline images, and you can create a totally plain e-mail, and even edit the underlying HTML. If you want to make some fast 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 suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change backward and forward 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 Refer A Friend In Email With 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 modify each one, or you can Command + Click to open each in a new tab to more quickly edit your entire sequence. How To Refer A Friend In Email With Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Refer A Friend In Email With Active Campaign. But selecting an e-mail marketing platform resembles picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation choices.

You can integrate qualities with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro strategy permits more sophisticated segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I have actually currently discussed.

How To Refer A Friend In Email With Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much easier to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.