How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active CampaignHow To Send Free Holiday Cards On Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (readily available in the “Pro” plan) 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 available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for testing 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Send Free Holiday Cards On Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A custom-made field is updated with a particular worth From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field worth.

How To Send Free Holiday Cards On 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 happens A customized field is upgraded with a certain value 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 way I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I want to build it. Lots of marketers build extremely easy email series for their “e-mail courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was simple to develop with ActiveCampaign, however impossible 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 need to sign up by Friday night, and a new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.

How To Send Free Holiday Cards On Active Campaign

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Send Free Holiday Cards On 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 trainees prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday 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 e-mail the following Friday early 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 want to send the same e-mail to every person on my list. I desire to send them the proper email for their level of engagement – How To Send Free Holiday Cards On Active Campaign. How To Send Free Holiday Cards On Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already bought the item I pitch in the webinar.

How To Send Free Holiday Cards On Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Send Free Holiday Cards On 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 include tags based upon whether the contact signed up, participated in, missed out on, or based upon for how long 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 promotions tab. People who don’t open my emails make it harder for other e-mails to get to the individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring built in.

How To Send Free Holiday Cards On Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I don’t suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly describing 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 email, they’ve currently been removed from the automation utilizing a separate automation) – How To Send Free Holiday Cards On Active Campaign.

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active CampaignHow To Send Free Holiday Cards On Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This type includes a tag that I use to filter those contacts out. How To Send Free Holiday Cards On Active Campaign. I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out a basic “do you still want my e-mails?” confirmation.

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active CampaignHow To Send Free Holiday Cards On Active Campaign

You can likewise see whether the completion rate has actually increased or reduced, the length of time it takes for contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 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 generally don’t need a first name to sign up to my list, but sometimes I get a given name, such as when someone 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 added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and after that their first name. If they don’t, I just say “Hey there,” (How To Send Free Holiday Cards On Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s given name.

How To Send Free Holiday Cards On Active Campaign

I developed a variable that’s simply %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 save me a lot 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 details.

How To Send Free Holiday Cards On Active CampaignHow To Send Free Holiday Cards On Active Campaign

Here are variables 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 cost of the product, 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 deal modifications.

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

How To Send Free Holiday Cards On Active Campaign

I have actually found that very hard to do with ActiveCampaign. For awhile, I was modifying emails 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 set off by a basic template I produced. The interface for the HTML editor appears like it was pulled from some free open-source task. How To Send Free Holiday Cards On Active Campaign.

Nevertheless, including images is a bit of a chore. You need to select them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose totally in HTML. The alternative 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 abundant full-screen editor is a clunky experience. You require different text boxes for above and listed below the image. Lately I have begun utilizing ActiveCampaign’s rich text editor. They have some nice design templates, however I still wish to send the plainest email possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t remove – How To Send Free Holiday Cards On Active Campaign.

How To Send Free Holiday Cards On Active Campaign

However, with some adjustments, I can make my e-mail pretty fundamental. I can make it instantly use up the whole window, and I can fine-tune the typography to be slightly larger, and have a little more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Envision you have actually just typed out a terrific e-mail. How To Send Free Holiday Cards On Active Campaign.

You can’t just add an image to a block of text. Rather, you have to develop 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 remain consistent. That’s one thing to deal with when you wish to include one image, but when you wish to add numerous, it ends up being a huge task.

They even have a standard mage editor where you can crop the image – How To Send Free Holiday Cards On Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can create a truly plain email, supplied you make a standard template initially.

How To Send Free Holiday Cards On Active Campaign

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (How To Send Free Holiday Cards On 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 offset that possible time savings.

ConvertKit’s email editing experience is extremely plain, but simple to navigate. Their design templates are limited, which is fine with me, however their email modifying experience is slightly simpler in that 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 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 indicated 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 exact same automation in different tabs, then open the respective emails from each of those tabs.

How To Send Free Holiday Cards On 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 modify each one, or you can Command + Click to open each in a new tab to more easily modify your whole series. How To Send Free Holiday Cards On Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Send Free Holiday Cards On Active Campaign. However picking an e-mail 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 limited segmentation choices.

You can combine characteristics 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 section by AND/OR, however MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my look for the best email marketing platform, I saw many others, some of which I’ve already mentioned.

How To Send Free Holiday Cards On Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active CampaignHow To Send Free Holiday Cards On Active Campaign

You can likewise see whether the conclusion rate has actually increased or decreased, the length of time it considers contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s say you have the first name of only a few of your contacts, which holds true with my list. I normally do not need a given name to sign up to my list, however sometimes I get a very first name, such as when somebody purchases a product. Wouldn’t it be nice to greet your contacts by name, in the events when you have it? You can do this, however it’s cumbersome.

I’m likewise filtering for generic terms included 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 simply say “Hey there,” (How To Send Free Holiday Cards On Active Campaign). By constructing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s given name.

How To Send Free Holiday Cards On Active Campaign

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save 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 change out all of the details.

How To Send Free Holiday Cards On Active CampaignHow To Send Free Holiday Cards On 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 price of the item, deal terms, voucher code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule modifications or offer modifications.

And here it is in an email. This message variable allows me to quickly alter out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their email editing experience. I switched from MailChimp, and MailChimp happens to have the best e-mail editing experience. I truly like to send simple emails.

How To Send Free Holiday Cards On Active Campaign

I’ve found that very tough to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental design template I produced. The interface for the HTML editor looks like it was pulled from some free open-source job. How To Send Free Holiday Cards On Active Campaign.

However, including images is a little a task. You need to pick them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you make up completely in HTML. The option to this, if you wish to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require different text boxes for above and listed below the image. Recently I have started utilizing ActiveCampaign’s rich text editor. They have some great design templates, but I still wish to send 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 Send Free Holiday Cards On Active Campaign.

How To Send Free Holiday Cards On Active Campaign

But, with some modifications, I can make my e-mail pretty basic. I can make it immediately take up the whole window, and I can fine-tune the typography to be a little larger, and have a little more prominent. The most aggravating part of ActiveCampaign’s rich text editor is including images. Envision you’ve just typed out a fantastic email. How To Send Free Holiday Cards On Active Campaign.

You can’t just include an image to a block of text. Rather, you have 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 modifications, you’ll have to keep an eye on those to stay consistent. That’s one thing to handle when you want to add one image, but when you want to add several, it becomes a big chore.

They even have a standard mage editor where you can crop the image – How To Send Free Holiday Cards On Active Campaign. MailChimp’s editor is the best I’ve seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can develop a genuinely plain e-mail, supplied you make a standard template first.

How To Send Free Holiday Cards On Active Campaign

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and include customized text to your images. I miss out on MailChimp’s email-editing experience (How To Send Free Holiday Cards On Active Campaign). It would conserve me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail editing experience is really plain, however simple to browse. Their design templates are limited, which is fine with me, however their email editing experience is a little simpler because you can produce inline images, and you can produce a totally plain e-mail, and even modify the underlying HTML. If you desire to make some quick edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on 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 meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to switch back and forth in between various e-mails, 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 Send Free Holiday Cards On Active Campaign

In the Automations section, there’s a “Manage Messages” location. 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 brand-new tab to more quickly edit your entire sequence. How To Send Free Holiday Cards On 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 Send Free Holiday Cards On Active Campaign. But picking an email marketing platform is like selecting a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted division alternatives.

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 only sector by AND/OR, however MailChimp’s Pro strategy permits more advanced segmenting, for an additional $199 a month. In my search for the ideal e-mail marketing platform, I saw lots of others, some of which I have actually currently pointed out.

How To Send Free Holiday Cards On Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their segmentations choices aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active CampaignHow To Send Free Holiday Cards On Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger 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 options (available in the “Pro” plan) When the contact reaches a specific 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 Alert an employee Wait conditions If/then conditionals Split traffic for testing 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Send Free Holiday Cards On Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a certain worth From there, you can create Conditions, to check whether the contact has a particular tag or customized field value.

How To Send Free Holiday Cards On Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date occurs A customized field is upgraded with a certain value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I ‘d like to build it. Numerous marketers develop really easy e-mail sequences for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.

How To Send Free Holiday Cards On Active Campaign

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Send Free Holiday Cards On 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 out a “pump up” e-mail 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 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 early 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 desire to send out the very same email to every individual on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Send Free Holiday Cards On Active Campaign. How To Send Free Holiday Cards On Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

How To Send Free Holiday Cards On Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” toward the end of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Send Free Holiday Cards On 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 add tags based upon whether the contact registered, participated in, missed, or based upon for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

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

How To Send Free Holiday Cards On Active Campaign

Here’s an automation I received 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 adds 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, gets rid of 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 want ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – How To Send Free Holiday Cards On Active Campaign.

How To Send Free Holiday Cards On Active Campaign

How To Send Free Holiday Cards On Active CampaignHow To Send Free Holiday Cards On Active Campaign

The automation then unsubscribes them. My e-mails also 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 kind adds a tag that I use to filter those contacts out. How To Send Free Holiday Cards On Active Campaign. I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my e-mails?” verification.