How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active CampaignHow To See Which Contacts Are Active In Active Campaign

You can also see whether the completion rate has increased or reduced, 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 preferred feature. It conserves me a load of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s say you have the given name of just a few of your contacts, which is the case with my list. I normally don’t need a very first name to register to my list, however in some cases I get a given name, such as when somebody purchases an item. Would not it be nice to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

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

How To See Which Contacts Are Active In Active Campaign

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually conserve me a great deal of time is by enabling me utilize the exact same automation over and over once again for my webinars, and I can rapidly alter out all of the information.

How To See Which Contacts Are Active In Active CampaignHow To See Which Contacts Are Active 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 rate of the product, deal terms, coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule modifications or deal changes.

And here it is in an e-mail. This message variable enables me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email editing experience. I changed from MailChimp, and MailChimp takes place to have the finest e-mail editing experience. I truly like to send out simple e-mails.

How To See Which Contacts Are Active In Active Campaign

I’ve found that extremely difficult to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I developed. The interface for the HTML editor appears like it was pulled from some totally free open-source project. How To See Which Contacts Are Active In Active Campaign.

Nevertheless, including images is a little bit of a task. You need to pick them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you compose entirely in HTML. The option to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich text editor is a clunky experience. You need separate text boxes for above and listed below the image. Recently I have actually begun using ActiveCampaign’s rich full-screen editor. They have some nice templates, however I still desire to send 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 See Which Contacts Are Active In Active Campaign.

How To See Which Contacts Are Active In Active Campaign

However, with some adjustments, I can make my email quite standard. I can make it immediately take up the entire window, and I can tweak the typography to be somewhat bigger, and have a little more leading. The most frustrating part of ActiveCampaign’s rich full-screen editor is including images. Picture you’ve simply typed out a terrific email. How To See Which Contacts Are Active In Active Campaign.

You can’t just add 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’ve made any format modifications, you’ll have to watch on those to remain constant. That’s one thing to deal with when you wish to add one image, but when you wish to add several, it becomes a big task.

They even have a fundamental mage editor where you can crop the image – How To See Which Contacts Are Active In Active Campaign. MailChimp’s editor is the best I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can develop a truly plain email, offered you make a fundamental template initially.

How To See Which Contacts Are Active In Active Campaign

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

ConvertKit’s e-mail editing experience is really plain, however simple to browse. Their templates are restricted, which is great with me, but their e-mail modifying experience is slightly much easier in that you can create inline images, and you can develop a completely 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 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 backward and forward in between different emails, I would intuitively be inclined open the same automation in different tabs, then open the particular e-mails from each of those tabs.

How To See Which Contacts Are Active 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 new tab to more easily edit your whole series. How To See Which Contacts Are Active In Active Campaign. Contrast that with ConvertKit’s Sequences.

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

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only section by AND/OR, however MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw numerous others, some of which I have actually already pointed out.

How To See Which Contacts Are Active 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 segmentations alternatives aren’t as sophisticated either. They also do not have goal tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active CampaignHow To See Which Contacts Are Active In Active Campaign

You can also see whether the completion rate has actually increased or decreased, the length of time it considers contacts to reach that objective, and you can browse 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 (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable function.

Let’s say you have the first name of just a few of your contacts, which holds true with my list. I generally don’t require a very first name to register to my list, however sometimes I get a given name, such as when someone buys a product. Would not it be nice to welcome your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a very first name, I state “Hey,” and after that their given name. If they do not, I just say “Hey there,” (How To See Which Contacts Are Active In Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s first name.

How To See Which Contacts Are Active In Active Campaign

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables really conserve me a lot of time is by allowing me use the very same automation over and over once again for my webinars, and I can rapidly alter out all of the details.

How To See Which Contacts Are Active In Active CampaignHow To See Which Contacts Are Active In Active Campaign

Here vary 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, offer terms, voucher code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule modifications or offer modifications.

And here it remains in an email. This message variable enables me to quickly change out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp occurs to have the best email editing experience. I truly like to send out easy e-mails.

How To See Which Contacts Are Active In Active Campaign

I’ve discovered that really hard to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic design template I produced. The user interface for the HTML editor appears like it was pulled from some totally free open-source task. How To See Which Contacts Are Active In Active Campaign.

Nevertheless, adding images is a little a chore. You need to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you compose totally in HTML. The alternative to this, if you desire to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You require different text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant text editor. They have some great templates, however I still want to send out the simplest e-mail possible. They do have some plain-looking e-mails, but they have some degree of very little formatting, which you can’t eliminate – How To See Which Contacts Are Active In Active Campaign.

How To See Which Contacts Are Active In Active Campaign

However, with some modifications, I can make my email pretty basic. I can make it immediately take up the whole window, and I can modify the typography to be somewhat bigger, and have a little bit more prominent. The most aggravating part of ActiveCampaign’s rich text editor is including images. Envision you’ve just typed out a fantastic e-mail. How To See Which Contacts Are Active In Active Campaign.

You can’t simply add an image to a block of text. Instead, you need to create two blocks of text: one for before the image, and one for after the image. If you’ve made any formatting changes, you’ll need to watch on those to stay constant. That’s one thing to deal with when you wish to add one image, however when you want to include a number of, it becomes a big chore.

They even have a standard mage editor where you can crop the image – How To See Which Contacts Are Active In Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a truly plain email, provided you make a fundamental template initially.

How To See Which Contacts Are Active In Active Campaign

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

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

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

How To See Which Contacts Are Active In Active Campaign

In the Automations section, there’s a “Handle 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 brand-new tab to more easily edit your whole sequence. How To See Which Contacts Are Active In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To See Which Contacts Are Active In Active Campaign. However selecting an email marketing platform resembles selecting a spouse. ActiveCampaign makes up for 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 options.

You can combine 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 plan allows more advanced segmenting, for an extra $199 a month. In my search for the best email marketing platform, I saw many others, some of which I’ve currently pointed out.

How To See Which Contacts Are Active In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much simpler to build, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active CampaignHow To See Which Contacts Are Active In Active Campaign

To begin constructing 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 included When a contact registers for a list When a contact submits 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 developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (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 website messages, and Facebook Custom Audience management are all “Pro” functions – How To See Which Contacts Are Active In Active Campaign.

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

How To See Which Contacts Are Active In Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date takes place A customized field is updated with a certain value You do not produce e-mails in ConvertKit’s Automations.

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

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My e-mail 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 tried this method, I was on MailChimp.

How To See Which Contacts Are Active In Active Campaign

Here’s the automation I utilize to welcome brand-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 See Which Contacts Are Active In Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up email the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the exact same e-mail to every individual on my list. I desire to send them the suitable e-mail for their level of engagement – How To See Which Contacts Are Active In Active Campaign. How To See Which Contacts Are Active In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.

How To See Which Contacts Are Active In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away hit the “Objective” toward 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 See Which Contacts Are Active 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 registered, attended, missed, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, 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 emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

How To See Which Contacts Are Active In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. 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 e-mail, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not suggest.

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

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active CampaignHow To See Which Contacts Are Active In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. How To See Which Contacts Are Active In Active Campaign. I used to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” verification.

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active CampaignHow To See Which Contacts Are Active In Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact registers 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 certain 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 out an email Inform a group 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 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 information Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How To See Which Contacts Are Active In Active Campaign.

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

How To See Which Contacts Are Active In Active Campaign

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date happens A custom field is updated 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 main way I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to build it. Lots of marketers develop extremely basic e-mail series for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not 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 initially tried this approach, I was on MailChimp.

How To See Which Contacts Are Active In 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 email (How To See Which Contacts Are Active In Active Campaign).” The automation verifies 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” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with pals.

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

When I run a webinar, I don’t wish to send the same e-mail to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – How To See Which Contacts Are Active In Active Campaign. How To See Which Contacts Are Active In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the product I pitch in the webinar.

How To See Which Contacts Are Active In Active Campaign

Then it sends out 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 completion 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 See Which Contacts Are Active In 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 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 more likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

How To See Which Contacts Are Active In 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t recommend.

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

How To See Which Contacts Are Active In Active Campaign

How To See Which Contacts Are Active In Active CampaignHow To See Which Contacts Are Active 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 know that they do not have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To See Which Contacts Are Active In Active Campaign. I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a basic “do you still desire my e-mails?” confirmation.