How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto ResponderHow To Set Up Active Campaign Auto Responder

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s location 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 details Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Set Up Active Campaign Auto Responder.

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

How To Set Up Active Campaign Auto Responder

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 eliminated The contact purchases A date takes place A customized field is updated with a specific worth You do not produce 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 email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I wish to build it. Lots of online marketers construct extremely simple e-mail series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t 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 new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.

How To Set Up Active Campaign Auto Responder

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 Set Up Active Campaign Auto Responder).” 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” e-mail to get the trainees all set for next week’s course, and encourage them to share it with buddies.

The contact will start 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 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 do not wish to send the exact same e-mail to everyone on my list. I wish to send them the appropriate email for their level of engagement – How To Set Up Active Campaign Auto Responder. How To Set Up Active Campaign Auto Responder. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the product I pitch in the webinar.

How To Set Up Active Campaign Auto Responder

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Set Up Active Campaign Auto Responder.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact registered, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, 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 the individuals who really desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Set Up Active Campaign Auto Responder

Here’s an automation I received 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 includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you have to develop things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I do not advise.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still desire 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 have actually already been eliminated from the automation utilizing a different automation) – How To Set Up Active Campaign Auto Responder.

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto ResponderHow To Set Up Active Campaign Auto Responder

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 made it possible for. This form adds a tag that I use to filter those contacts out. How To Set Up Active Campaign Auto Responder. I utilized to include this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still want my e-mails?” confirmation.

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto ResponderHow To Set Up Active Campaign Auto Responder

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 details Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Set Up Active Campaign Auto Responder.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a form The contact buys A tag is included to the contact A customized field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a certain tag or customized field worth.

How To Set Up Active Campaign Auto Responder

You can also create 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 custom 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 comparison. The main way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to construct it. Many marketers develop very simple e-mail series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.

How To Set Up Active Campaign Auto Responder

Here’s the automation I use to invite 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 Set Up Active Campaign Auto Responder).” 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” e-mail to get the students prepared 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the very same e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Set Up Active Campaign Auto Responder. How To Set Up Active Campaign Auto Responder. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

How To Set Up Active Campaign Auto Responder

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they immediately hit the “Goal” towards 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 Set Up Active Campaign Auto Responder.

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

How To Set Up Active Campaign Auto Responder

Here’s an automation I received 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 includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I don’t advise.

Some subscribers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send 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 email (if they already clicked the verification link in the previous e-mail, they’ve currently been eliminated from the automation using a separate automation) – How To Set Up Active Campaign Auto Responder.

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto ResponderHow To Set Up Active Campaign Auto Responder

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they don’t have tracking made it possible for. This kind adds a tag that I use to filter those contacts out. How To Set Up Active Campaign Auto Responder. I used to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my e-mails?” verification.

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto ResponderHow To Set Up Active Campaign Auto Responder

You can also see whether the conclusion rate has increased or reduced, how long it takes for contacts to reach that objective, and you can 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 heap of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable feature.

Let’s state you have the given name of just some of your contacts, which is the case with my list. I normally don’t need a first name to register to my list, however often I get a first name, such as when someone purchases an item. Wouldn’t it be nice to welcome 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 included 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 Set Up Active Campaign Auto Responder). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s given name.

How To Set Up Active Campaign Auto Responder

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

How To Set Up Active Campaign Auto ResponderHow To Set Up Active Campaign Auto Responder

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of various 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 deal changes.

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

How To Set Up Active Campaign Auto Responder

I have actually found that very tough to do with ActiveCampaign. For awhile, I was editing e-mails 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 activated by a basic template I created. The user interface for the HTML editor looks like it was pulled from some complimentary open-source project. How To Set Up Active Campaign Auto Responder.

Nevertheless, adding images is a little bit of a chore. You need to choose them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you make up completely in HTML. The alternative 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 rich text editor is a cumbersome experience. You need different text boxes for above and below the image. Lately I have started using ActiveCampaign’s rich text editor. They have some good design templates, but I still desire to send the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t eliminate – How To Set Up Active Campaign Auto Responder.

How To Set Up Active Campaign Auto Responder

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 modify the typography to be somewhat bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s abundant full-screen editor is including images. Picture you have actually just typed out a terrific e-mail. How To Set Up Active Campaign Auto Responder.

You can’t simply include an image to a block of text. Instead, you need to produce two blocks of text: one for before the image, and one for after the image. If you’ve made any formatting changes, you’ll need to keep an eye on those to remain constant. That’s something to handle when you wish to add one image, however when you desire to include several, it becomes a big chore.

They even have a basic mage editor where you can crop the image – How To Set Up Active Campaign Auto Responder. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I have actually tried. You have access to the underlying code, so you can create a genuinely plain e-mail, supplied you make a fundamental template first.

How To Set Up Active Campaign Auto Responder

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Set Up Active Campaign Auto Responder). 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 make up for that potential time savings.

ConvertKit’s e-mail editing experience is really plain, however easy to navigate. Their templates are limited, which is fine with me, but their e-mail editing experience is slightly simpler because you can produce inline images, and you can produce a completely plain email, and even edit 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 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change backward and forward in between different e-mails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails from each of those tabs.

How To Set Up Active Campaign Auto Responder

In the Automations section, 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 modify your whole series. How To Set Up Active Campaign Auto Responder. Contrast that with ConvertKit’s Sequences.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Set Up Active Campaign Auto Responder. However selecting an e-mail marketing platform is like selecting a spouse. ActiveCampaign offsets 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 division alternatives.

You can integrate 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 just sector by AND/OR, nevertheless MailChimp’s Pro plan permits more sophisticated segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw lots of others, some of which I’ve already discussed.

How To Set Up Active Campaign Auto Responder

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their segmentations alternatives aren’t as advanced either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto Responder

How To Set Up Active Campaign Auto ResponderHow To Set Up Active Campaign Auto Responder

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 search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred function. It saves me a ton of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a similar function.

Let’s say you have the given name of just a few of your contacts, which is the case with my list. I usually don’t require a given name to sign up to my list, but often I get a given name, such as when someone purchases a product. Would not it be nice to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

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

How To Set Up Active Campaign Auto Responder

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a great deal of time is by allowing me utilize the very same automation over and over again for my webinars, and I can rapidly change out all of the information.

How To Set Up Active Campaign Auto ResponderHow To Set Up Active Campaign Auto Responder

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of various variables here, such as the date and time of the webinar, the price of the item, offer terms, 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 is in an email. This message variable allows me to easily change 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 occurs to have the best email modifying experience. I truly like to send easy emails.

How To Set Up Active Campaign Auto Responder

I’ve found that very tough to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic template I produced. The user interface for the HTML editor looks like it was pulled from some complimentary open-source task. How To Set Up Active Campaign Auto Responder.

Nevertheless, including images is a little bit of a chore. You have to choose them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The option to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You need separate text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s rich text editor. They have some good templates, but I still wish to send out the simplest email 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 Active Campaign Auto Responder.

How To Set Up Active Campaign Auto Responder

But, with some adjustments, I can make my email pretty fundamental. I can make it automatically take up the whole window, and I can modify the typography to be slightly bigger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s abundant text editor is including images. Envision you’ve just typed out a great e-mail. How To Set Up Active Campaign Auto Responder.

You can’t just 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’ve made any formatting changes, you’ll have to keep an eye on those to remain consistent. That’s something to handle when you desire to add one image, but when you desire to add a number of, it ends up being a big chore.

They even have a fundamental mage editor where you can crop the image – How To Set Up Active Campaign Auto Responder. MailChimp’s editor is the very 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 produce a genuinely plain email, offered you make a standard template first.

How To Set Up Active Campaign Auto Responder

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (How To Set Up Active Campaign Auto Responder). It would save me a little time to have that very 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 editing experience is very plain, but simple to navigate. Their design templates are restricted, which is great with me, but their e-mail modifying experience is slightly simpler because you can develop inline images, and you can produce an absolutely plain e-mail, and even edit 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 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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch back and forth in between different emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the particular e-mails from each of those tabs.

How To Set Up Active Campaign Auto Responder

In the Automations section, there’s a “Handle Messages” area. From here, you can see all of the messages in each of your automations. You can edit every one, or you can Command + Click to open each in a new tab to more quickly edit your entire sequence. How To Set Up Active Campaign Auto Responder. Contrast that with ConvertKit’s Sequences.

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

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

How To Set Up Active Campaign Auto Responder

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much simpler to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations alternatives aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.