How To Set Up A Ebook Lead Magnet In Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a form 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 developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip 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 Add and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – How To Set Up A Ebook Lead Magnet In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is added to the contact A custom-made field is updated with a specific worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom-made field value.

How To Set Up A Ebook Lead Magnet In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date takes place A custom 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 contrast. The main way I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to build it. Many marketers construct extremely simple e-mail series for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email 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 early morning. When I initially attempted this method, I was on MailChimp.

How To Set Up A Ebook Lead Magnet In 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 email (How To Set Up A Ebook Lead Magnet 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 a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with buddies.

The contact will start getting lessons the following Monday early 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 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 wish to send out the exact same e-mail to every individual on my list. I wish to send them the appropriate email for their level of engagement – How To Set Up A Ebook Lead Magnet In Active Campaign. How To Set Up A Ebook Lead Magnet In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.

How To Set Up A Ebook Lead Magnet In Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they instantly struck the “Objective” toward 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 Set Up A Ebook Lead Magnet 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 registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails 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 Set Up A Ebook Lead Magnet 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t suggest.

Some subscribers don’t have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they’ve already been removed from the automation utilizing a different automation) – How To Set Up A Ebook Lead Magnet In Active Campaign.

How To Set Up A Ebook Lead Magnet 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 don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Set Up A Ebook Lead Magnet In 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 dependably! I only send out an easy “do you still want my emails?” verification.

How To Set Up A Ebook Lead Magnet In Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact sends 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 begin building the actions in your automation. Some actions that are readily 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 goals (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 website messages, and Facebook Customized Audience management are all “Pro” functions – How To Set Up A Ebook Lead Magnet In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact buys A tag is added to the contact A custom-made field is updated with a specific worth From there, you can develop Conditions, to check whether the contact has a certain tag or customized field value.

How To Set Up A Ebook Lead Magnet In Active Campaign

You can likewise produce Occasions, 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 buys A date occurs A custom field is updated with a particular value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course exactly how I ‘d like to develop it. Many marketers construct very easy e-mail series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, but 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 website. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this methodology, I was on MailChimp.

How To Set Up A Ebook Lead Magnet In Active Campaign

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Set Up A Ebook Lead Magnet In Active Campaign).” The automation confirms 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” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with friends.

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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the exact same e-mail to every person on my list. I wish to send them the suitable email for their level of engagement – How To Set Up A Ebook Lead Magnet In Active Campaign. How To Set Up A Ebook Lead Magnet In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.

How To Set Up A Ebook Lead Magnet 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 register, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Set Up A Ebook Lead Magnet 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 out on, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Set Up A Ebook Lead Magnet In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 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, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: 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’ve already been gotten rid of from the automation utilizing a different automation) – How To Set Up A Ebook Lead Magnet In Active Campaign.

How To Set Up A Ebook Lead Magnet In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking enabled. This form includes a tag that I utilize to filter those contacts out. How To Set Up A Ebook Lead Magnet In Active Campaign. I used to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” verification.

How To Set Up A Ebook Lead Magnet In Active Campaign

You can also see whether the completion rate has increased or decreased, 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 favorite function. It conserves me a lots of effort and time, 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 a few of your contacts, which is the case with my list. I usually do not need a very first name to sign up to my list, but in some cases I get a first name, such as when somebody purchases a product. Wouldn’t it be nice to welcome your contacts by name, in the events 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 then their given name. If they don’t, I just state “Hey there,” (How To Set Up A Ebook Lead Magnet In Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether or not I have the contact’s given name.

How To Set Up A Ebook Lead Magnet In Active Campaign

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I do not 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 exact same automation over and over again for my webinars, and I can quickly 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 various variables here, such as the date and time of the webinar, the rate of the item, offer 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 e-mail. This message variable enables me to quickly alter 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 best e-mail editing experience. I actually like to send out basic e-mails.

How To Set Up A Ebook Lead Magnet In Active Campaign

I have actually found that really difficult to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a basic design template I produced. The user interface for the HTML editor looks like it was pulled from some totally free open-source job. How To Set Up A Ebook Lead Magnet In Active Campaign.

However, including images is a little bit of a chore. You need to select them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up entirely in HTML. The option to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a clunky experience. You need different text boxes for above and listed below the image. Lately I have actually started utilizing ActiveCampaign’s abundant full-screen editor. They have some nice templates, however I still want to send out the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of minimal format, which you can’t remove – How To Set Up A Ebook Lead Magnet In Active Campaign.

How To Set Up A Ebook Lead Magnet In Active Campaign

However, with some adjustments, I can make my e-mail quite basic. I can make it immediately use up the whole window, and I can modify the typography to be somewhat larger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s rich text editor is including images. Picture you’ve just typed out a fantastic email. How To Set Up A Ebook Lead Magnet In Active Campaign.

You can’t merely include an image to a block of text. Rather, you need to produce 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 have to keep an eye on those to remain consistent. That’s one thing to handle when you want to add one image, however when you wish to include several, it ends up being a big task.

They even have a basic mage editor where you can crop the image – How To Set Up A Ebook Lead Magnet In Active Campaign. MailChimp’s editor is the finest I have actually seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can produce a truly plain email, offered you make a standard design template first.

How To Set Up A Ebook Lead Magnet In Active Campaign

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Set Up A Ebook Lead Magnet In Active Campaign). It would conserve me a little time to have that very 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 extremely plain, however simple to browse. Their templates are restricted, which is great with me, but their e-mail editing experience is slightly easier because you can develop inline images, and you can develop a totally plain email, and even modify the underlying HTML. If you desire 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 e-mail. Note 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 wished to change backward and forward in between various e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective e-mails from each of those tabs.

How To Set Up A Ebook Lead Magnet In Active Campaign

In the Automations area, 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 new tab to more quickly edit your whole sequence. How To Set Up A Ebook Lead Magnet In Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How To Set Up A Ebook Lead Magnet In Active Campaign. But choosing an email marketing platform resembles picking a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation choices.

You can combine characteristics with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro strategy permits more advanced segmenting, for an extra $199 a month. In my search for the best email marketing platform, I saw lots of others, a few of which I’ve currently mentioned.

How To Set Up A Ebook Lead Magnet In Active Campaign

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

How To Set Up A Ebook Lead Magnet In Active Campaign

You can likewise see whether the conclusion rate has actually increased or reduced, the length of time it takes for contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s say you have the very first name of only some of your contacts, which holds true with my list. I generally don’t require a very first name to register to my list, but sometimes I get a given name, such as when someone buys an item. Wouldn’t it be great to greet your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and after that their first name. If they do not, I simply state “Hey there,” (How To Set Up A Ebook Lead Magnet In Active Campaign). By building a Message Variable in ActiveCampaign, I can easily change my greeting according to whether or not I have the contact’s first name.

How To Set Up A Ebook Lead Magnet In Active Campaign

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables really conserve me a great deal of time is by allowing me utilize the 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 price of the product, deal terms, coupon code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule changes or offer changes.

And here it is in an e-mail. 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 e-mail modifying experience. I switched from MailChimp, and MailChimp happens to have the finest e-mail editing experience. I really like to send basic emails.

How To Set Up A Ebook Lead Magnet In Active Campaign

I’ve found that very hard to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard design template I developed. The user interface for the HTML editor looks like it was pulled from some totally free open-source task. How To Set Up A Ebook Lead Magnet In Active Campaign.

Nevertheless, including images is a little a task. You have to choose them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You require different text boxes for above and listed below the image. Lately I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some good design templates, however I still want to send the plainest e-mail possible. They do have some plain-looking e-mails, however they have some degree of minimal formatting, which you can’t remove – How To Set Up A Ebook Lead Magnet In Active Campaign.

How To Set Up A Ebook Lead Magnet In Active Campaign

However, with some changes, I can make my email pretty standard. I can make it automatically take up the entire window, and I can tweak the typography to be somewhat bigger, and have a bit more leading. The most discouraging part of ActiveCampaign’s abundant text editor is including images. Picture you’ve just typed out a fantastic email. How To Set Up A Ebook Lead Magnet In Active Campaign.

You can’t merely include an image to a block of text. Instead, you have to produce 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format modifications, you’ll have to watch on those to stay consistent. That’s something to handle when you desire to add one image, but when you wish to include several, it becomes a big chore.

They even have a standard mage editor where you can crop the image – How To Set Up A Ebook Lead Magnet In Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I’ve attempted. You have access to the underlying code, so you can create a genuinely plain e-mail, provided you make a standard template initially.

How To Set Up A Ebook Lead Magnet In Active Campaign

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (How To Set Up A Ebook Lead Magnet 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 possible time savings.

ConvertKit’s email editing experience is extremely plain, however easy to browse. Their design templates are limited, which is great with me, however their e-mail editing experience is somewhat simpler in that you can produce inline images, and you can produce a completely plain e-mail, and even modify 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 email, and it takes me to the editor for that email. 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 wanted to switch backward and forward between numerous 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 Set Up A Ebook Lead Magnet In Active Campaign

In the Automations area, there’s a “Handle Messages” location. 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 quickly modify your whole series. How To Set Up A Ebook Lead Magnet In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Set Up A Ebook Lead Magnet In Active Campaign. But selecting an email marketing platform is like picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation choices.

You can integrate characteristics 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 segment by AND/OR, nevertheless MailChimp’s Pro plan permits more sophisticated segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw numerous others, a few of which I have actually already mentioned.

How To Set Up A Ebook Lead Magnet In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their segmentations choices aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.