How To Segment Seen Webinar Not Bought In Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’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 Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Segment Seen Webinar Not Bought In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a particular tag or custom-made field worth.

How To Segment Seen Webinar Not Bought In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date takes place A custom-made field is upgraded with a specific 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 primary way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to construct it. Numerous marketers develop very simple e-mail sequences for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t 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 new course begins each Monday morning. When I first tried this method, I was on MailChimp.

How To Segment Seen Webinar Not Bought 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 email (How To Segment Seen Webinar Not Bought 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 good friends.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the same e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Segment Seen Webinar Not Bought In Active Campaign. How To Segment Seen Webinar Not Bought In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.

How To Segment Seen Webinar Not Bought In Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they right away struck the “Objective” towards completion 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 Segment Seen Webinar Not Bought In Active Campaign.

This allows me to tailor 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 signed up, participated in, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

How To Segment Seen Webinar Not Bought 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate 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 among those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not recommend.

Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they’ve already been eliminated from the automation using a separate automation) – How To Segment Seen Webinar Not Bought In Active Campaign.

How To Segment Seen Webinar Not Bought In Active Campaign

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

How To Segment Seen Webinar Not Bought In Active Campaign

You can likewise see whether the conclusion rate has increased or decreased, how long it takes for 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 function. It saves me a heap of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s say you have the given name of just a few of your contacts, which holds true with my list. I generally do not need a first name to register to my list, however often 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 events when you have it? You can do this, however 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 say “Hey,” and after that their given name. If they do not, I just say “Hey there,” (How To Segment Seen Webinar Not Bought In Active Campaign). By building a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s given name.

How To Segment Seen Webinar Not Bought In Active Campaign

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it appears 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 allowing me use the very same automation over and over again for my webinars, and I can rapidly change out all of the information.

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 price of the item, offer terms, voucher code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule changes or offer modifications.

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

How To Segment Seen Webinar Not Bought In Active Campaign

I have actually discovered that really hard to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental design template I produced. The interface for the HTML editor appears like it was pulled from some free open-source project. How To Segment Seen Webinar Not Bought In Active Campaign.

Nevertheless, including images is a little a chore. You need to choose them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you make up totally in HTML. The alternative to this, if you desire 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 cumbersome experience. You need different text boxes for above and below the image. Recently I have actually started utilizing ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still want to send the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t remove – How To Segment Seen Webinar Not Bought In Active Campaign.

How To Segment Seen Webinar Not Bought In Active Campaign

However, with some adjustments, I can make my e-mail quite basic. I can make it instantly use up the whole window, and I can tweak the typography to be a little larger, and have a little more leading. The most frustrating part of ActiveCampaign’s abundant text editor is including images. Imagine you’ve just typed out a fantastic email. How To Segment Seen Webinar Not Bought In Active Campaign.

You can’t just 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’ve made any format modifications, you’ll need to watch on those to remain consistent. That’s something to handle when you wish to include one image, but when you desire to include a number of, it ends up being a huge task.

They even have a basic mage editor where you can crop the image – How To Segment Seen Webinar Not Bought In Active Campaign. MailChimp’s editor is the finest I’ve seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can create a really plain e-mail, offered you make a basic template first.

How To Segment Seen Webinar Not Bought In Active Campaign

MailChimp’s integrated image editor is exceptionally powerful. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (How To Segment Seen Webinar Not Bought 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 modifying experience is really plain, however easy to navigate. Their design templates are restricted, which is great with me, however their e-mail modifying experience is somewhat much easier because you can produce inline images, and you can create an absolutely 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 on 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 disabled Command + Click from the automation editor. If I wanted to change back and forth between numerous e-mails, I would intuitively be inclined open the same automation in various tabs, then open the particular emails from each of those tabs.

How To Segment Seen Webinar Not Bought In Active Campaign

In the Automations area, 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 brand-new tab to more quickly edit your entire series. How To Segment Seen Webinar Not Bought In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Segment Seen Webinar Not Bought In Active Campaign. However selecting an email marketing platform is like selecting a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted division alternatives.

You can integrate characteristics with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can only segment by AND/OR, however MailChimp’s Pro plan permits more advanced segmenting, for an additional $199 a month. In my search for the ideal email marketing platform, I saw numerous others, a few of which I’ve currently mentioned.

How To Segment Seen Webinar Not Bought In Active Campaign

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

How To Segment Seen Webinar Not Bought In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a form E-commerce and on-site options (offered 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 available in ActiveCampaign’s automations are: Send an email Notify 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 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 information Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Segment Seen Webinar Not Bought In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A customized field is updated with a particular value From there, you can create Conditions, to examine whether the contact has a particular tag or customized field worth.

How To Segment Seen Webinar Not Bought In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date occurs A custom field is upgraded with a specific worth You don’t create emails 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 build my e-mail course precisely how I wish to construct it. Numerous marketers develop very easy email sequences for their “e-mail courses.” A contact indications up, and then that contact immediately starts getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

How To Segment Seen Webinar Not Bought In Active Campaign

Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Segment Seen Webinar Not Bought In 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 students all set 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the very same e-mail to everyone on my list. I want to send them the suitable e-mail for their level of engagement – How To Segment Seen Webinar Not Bought In Active Campaign. How To Segment Seen Webinar Not Bought In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the item I pitch in the webinar.

How To Segment Seen Webinar Not Bought In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately hit 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 Seen Webinar Not Bought 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 combination panel: I can include tags based upon whether the contact signed up, attended, missed, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

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

How To Segment Seen Webinar Not Bought 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 e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different 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 at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I don’t recommend.

Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed however have been busy. 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 tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a separate automation) – How To Segment Seen Webinar Not Bought In Active Campaign.

How To Segment Seen Webinar Not Bought 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 know that they don’t have tracking allowed. This kind includes a tag that I use to filter those contacts out. How To Segment Seen Webinar Not Bought In Active Campaign. I utilized to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my emails?” confirmation.

How To Segment Seen Webinar Not Bought In Active Campaign

You can likewise see whether the conclusion rate has actually increased or reduced, 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 function. It saves me a lot of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s state you have the given name of only some of your contacts, which holds true with my list. I normally don’t require a given name to register to my list, however often I get a very first name, such as when somebody buys an item. Wouldn’t it be nice to greet your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I say “Hey,” and then their given name. If they don’t, I just state “Hey there,” (How To Segment Seen Webinar Not Bought In Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s given name.

How To Segment Seen Webinar Not Bought In Active Campaign

I produced a variable that’s merely %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 allowing me utilize the exact same automation over and over once again for my webinars, and I can rapidly change out all of the information.

Here are variables 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 modifications or deal changes.

And here it remains in an email. This message variable allows 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 changed from MailChimp, and MailChimp occurs to have the best email modifying experience. I actually like to send out basic emails.

How To Segment Seen Webinar Not Bought In Active Campaign

I’ve found that very hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental template I produced. The user interface for the HTML editor looks like it was pulled from some free open-source project. How To Segment Seen Webinar Not Bought In Active Campaign.

However, adding images is a bit of a chore. You have to pick them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose completely in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You require separate text boxes for above and listed below the image. Recently I have started using ActiveCampaign’s rich full-screen 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, however they have some degree of very little formatting, which you can’t eliminate – How To Segment Seen Webinar Not Bought In Active Campaign.

How To Segment Seen Webinar Not Bought In Active Campaign

But, with some changes, I can make my e-mail quite basic. I can make it automatically use up the entire window, and I can fine-tune the typography to be a little larger, and have a bit more leading. The most frustrating part of ActiveCampaign’s abundant full-screen editor is including images. Imagine you’ve just typed out an excellent e-mail. How To Segment Seen Webinar Not Bought In Active Campaign.

You can’t just include an image to a block of text. Rather, you have to develop 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll need to watch on those to remain consistent. That’s something to handle when you wish to add one image, but when you wish to include a number of, it ends up being a huge chore.

They even have a fundamental mage editor where you can crop the image – How To Segment Seen Webinar Not Bought In Active Campaign. MailChimp’s editor is the finest 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 create a really plain e-mail, provided you make a standard design template first.

How To Segment Seen Webinar Not Bought In Active Campaign

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (How To Segment Seen Webinar Not Bought In Active Campaign). It would save me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s email modifying experience is very plain, but easy to navigate. Their templates are limited, which is fine with me, but their e-mail editing experience is slightly easier because you can create inline images, and you can produce an absolutely plain email, and even modify the underlying HTML. If you want to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

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 back and forth in between numerous e-mails, I would intuitively be inclined open the same automation in different tabs, then open the respective e-mails from each of those tabs.

How To Segment Seen Webinar Not Bought In 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 each one, or you can Command + Click to open each in a brand-new tab to more easily modify your entire sequence. How To Segment Seen Webinar Not Bought In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Segment Seen Webinar Not Bought In Active Campaign. But choosing an e-mail marketing platform resembles picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation alternatives.

You can combine characteristics 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 segment by AND/OR, however MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my look for the best e-mail marketing platform, I saw numerous others, a few of which I’ve currently discussed.

How To Segment Seen Webinar Not Bought In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to develop, though they aren’t as flexible 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.