How To Send Automation To Existing List Active Campaign

How To Send Automation To Existing List Active Campaign

How To Send Automation To Existing List Active CampaignHow To Send Automation To Existing List Active Campaign

You can also see whether the conclusion rate has increased or decreased, for how long it takes for contacts to reach that goal, 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 heap 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 given name of just some of your contacts, which is the case with my list. I typically do not need a given name to register to my list, but sometimes I get a given name, such as when someone purchases a product. Would not it be great 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 added by other systems, such as a dash, or “Guest.” If they have a very first name, I say “Hey,” and then their given name. If they don’t, I just say “Hey there,” (How To Send Automation To Existing List Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether or not I have the contact’s given name.

How To Send Automation To Existing List Active Campaign

I developed 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 really conserve me a great deal 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 information.

How To Send Automation To Existing List Active CampaignHow To Send Automation To Existing List 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, offer terms, voucher code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or offer changes.

And here it remains in an e-mail. This message variable allows me to quickly alter 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 finest e-mail modifying experience. I really like to send out simple e-mails.

How To Send Automation To Existing List Active Campaign

I have actually discovered that really tough to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I developed. The interface for the HTML editor looks like it was pulled from some complimentary open-source task. How To Send Automation To Existing List Active Campaign.

However, including images is a little bit of a chore. You need to pick 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 want to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need different text boxes for above and below the image. Lately I have started utilizing ActiveCampaign’s abundant full-screen editor. They have some great design templates, however I still wish 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 Send Automation To Existing List Active Campaign.

How To Send Automation To Existing List Active Campaign

But, with some adjustments, I can make my email pretty standard. I can make it automatically use up the whole window, and I can fine-tune the typography to be a little bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich text editor is including images. Picture you’ve simply typed out a fantastic e-mail. How To Send Automation To Existing List Active Campaign.

You can’t simply add 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 formatting modifications, you’ll need to keep an eye on those to remain consistent. That’s something to handle when you want to add one image, but when you desire to include several, it becomes a huge task.

They even have a basic mage editor where you can crop the image – How To Send Automation To Existing List Active Campaign. MailChimp’s editor is the 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 create a genuinely plain email, offered you make a fundamental design template initially.

How To Send Automation To Existing List Active Campaign

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and add custom-made text to your images. I miss out on MailChimp’s email-editing experience (How To Send Automation To Existing List Active Campaign). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that possible time savings.

ConvertKit’s e-mail modifying experience is extremely plain, but easy to navigate. Their design templates are limited, which is fine with me, however their e-mail editing experience is a little easier because you can produce inline images, and you can develop a totally plain email, 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 an email, 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch backward and forward in between different emails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective emails from each of those tabs.

How To Send Automation To Existing List 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 brand-new tab to more quickly modify your entire series. How To Send Automation To Existing List Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Send Automation To Existing List Active Campaign. However selecting an email marketing platform is like picking a spouse. 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 actually limited segmentation alternatives.

You can combine attributes with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro strategy allows more sophisticated 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’ve currently pointed out.

How To Send Automation To Existing List Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They also do not have objective tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.

How To Send Automation To Existing List Active Campaign

How To Send Automation To Existing List Active Campaign

How To Send Automation To Existing List Active CampaignHow To Send Automation To Existing List Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid 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 information Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Send Automation To Existing List Active Campaign.

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

How To Send Automation To Existing List Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date happens A customized field is updated with a particular worth You do not develop e-mails 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 e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I want to develop it. Numerous marketers construct really 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 build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

How To Send Automation To Existing List Active Campaign

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Send Automation To Existing List Active Campaign).” The automation confirms 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 students all set for next week’s course, and encourage them to share it with pals.

The contact will start 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 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 don’t wish to send out the very same e-mail to every individual on my list. I wish to send them the appropriate email for their level of engagement – How To Send Automation To Existing List Active Campaign. How To Send Automation To Existing List Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

How To Send Automation To Existing List Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they immediately hit the “Objective” towards completion 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 Send Automation To Existing List Active Campaign.

This enables 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 signed up, went to, missed out on, or based upon the length of time they remained 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 promotions tab. People who don’t open my emails make it harder for other e-mails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

How To Send Automation To Existing List 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have 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 tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually already been removed from the automation utilizing a different automation) – How To Send Automation To Existing List Active Campaign.

How To Send Automation To Existing List Active Campaign

How To Send Automation To Existing List Active CampaignHow To Send Automation To Existing List 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 understand that they don’t have tracking made it possible for. This type includes a tag that I use to filter those contacts out. How To Send Automation To Existing List Active Campaign. I utilized to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send out a basic “do you still desire my e-mails?” confirmation.