How To Segment List In Active Campaign

How To Segment List In Active Campaign

How To Segment List In Active CampaignHow To Segment List In Active Campaign

You can also see whether the conclusion rate has increased or reduced, how long it takes for 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 preferred function. It conserves me a ton of time and effort, 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 just some of your contacts, which is the case with my list. I generally do not need a given name to register to my list, however often I get a very first name, such as when someone purchases an item. Wouldn’t it be nice to welcome 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 included by other systems, such as a dash, or “Visitor.” If they have a very first name, I state “Hey,” and then their very first name. If they don’t, I just state “Hey there,” (How To Segment List In Active Campaign). By constructing a Message Variable in ActiveCampaign, I can easily change my greeting according to whether I have the contact’s first name.

How To Segment List In Active Campaign

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by enabling 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 Segment List In Active CampaignHow To Segment List 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 brand-new webinar, I can change each of these variables to match any schedule modifications or offer changes.

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

How To Segment List In Active Campaign

I’ve found that very difficult to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard template I produced. The interface for the HTML editor appears like it was pulled from some complimentary open-source job. How To Segment List In Active Campaign.

However, adding images is a bit of a chore. You need to pick them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you compose completely 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 cumbersome experience. You need different text boxes for above and below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some nice design templates, but I still desire to send out the plainest email possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t get rid of – How To Segment List In Active Campaign.

How To Segment List In Active Campaign

However, with some changes, I can make my email pretty fundamental. I can make it automatically use up the entire window, and I can tweak the typography to be slightly bigger, and have a little bit more prominent. The most frustrating part of ActiveCampaign’s rich text editor is adding images. Envision you have actually just typed out an excellent e-mail. How To Segment List In Active Campaign.

You can’t just add an image to a block of text. Rather, you need to create two blocks of text: one for prior to the image, and one for after the image. If you have actually made any format changes, you’ll need to keep an eye on those to stay constant. That’s one thing to handle when you want to include one image, but when you wish to add numerous, it ends up being a huge chore.

They even have a basic mage editor where you can crop the image – How To Segment List In Active Campaign. MailChimp’s editor is the best I’ve seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can create a really plain email, offered you make a fundamental template first.

How To Segment List In Active Campaign

MailChimp’s integrated image editor is very effective. You can resize, crop, and include customized text to your images. I miss out on MailChimp’s email-editing experience (How To Segment List In Active Campaign). It would conserve me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s e-mail editing experience is very plain, however simple to navigate. Their design templates are limited, which is fine with me, however their e-mail modifying experience is somewhat simpler because you can create inline images, and you can develop a totally plain email, and even modify 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 e-mail, 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 handicapped Command + Click from the automation editor. If I wished to switch back and forth in between numerous emails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective emails from each of those tabs.

How To Segment List 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 every one, or you can Command + Click to open each in a brand-new tab to more quickly edit your whole series. How To Segment List In Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Segment List In Active Campaign. But selecting an email marketing platform is like selecting a partner. 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 division alternatives.

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

How To Segment List In Active Campaign

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

How To Segment List In Active Campaign

How To Segment List In Active Campaign

How To Segment List In Active CampaignHow To Segment List In Active Campaign

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is added When a contact signs up for a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a group member 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 place 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 details Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Segment List In Active Campaign.

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

How To Segment List In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date happens A customized field is upgraded with a certain worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I want to construct it. Numerous online marketers build really easy e-mail sequences for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to build 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 site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first tried this method, I was on MailChimp.

How To Segment List In Active Campaign

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Segment List 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 out a “pump up” email to get the trainees ready 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 out on enrollment for next week’s class. They’ll get the pump up e-mail 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 do not desire to send the very same e-mail to every person on my list. I desire to send them the suitable email for their level of engagement – How To Segment List In Active Campaign. How To Segment List In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently bought the product I pitch in the webinar.

How To Segment List In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Segment List 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, attended, missed out on, or based upon the length of time they stayed 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 promotions tab. People who don’t open my e-mails make it harder for other emails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

How To Segment List 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 e-mails. When a contact subscribes, this automation adds 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 email, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not recommend.

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

How To Segment List In Active Campaign

How To Segment List In Active CampaignHow To Segment List In Active Campaign

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. How To Segment List In Active Campaign. I used to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my e-mails?” verification.