How To Set Up Scrubbing Logic Active Campaign

How To Set Up Scrubbing Logic Active Campaign

How To Set Up Scrubbing Logic Active CampaignHow To Set Up Scrubbing Logic Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate 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 options (offered in the “Pro” plan) When the contact reaches a specific 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 e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact 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 Scrubbing Logic Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom-made field is updated with a particular worth From there, you can create Conditions, to inspect whether the contact has a certain tag or custom field value.

How To Set Up Scrubbing Logic Active Campaign

You can likewise 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 takes place A customized field is upgraded with a certain 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 primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course exactly how I want to develop it. Lots of online marketers build really simple email sequences for their “email courses.” A contact indications up, and then that contact instantly begins getting lessons.

It was easy to construct with ActiveCampaign, but 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 need to register by Friday night, and a brand-new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.

How To Set Up Scrubbing Logic Active Campaign

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Set Up Scrubbing Logic 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 students all set for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up email the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the exact same e-mail to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Set Up Scrubbing Logic Active Campaign. How To Set Up Scrubbing Logic Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product I pitch in the webinar.

How To Set Up Scrubbing Logic Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Set Up Scrubbing Logic Active Campaign.

This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact registered, participated in, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger 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 do not open my e-mails make it harder for other emails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Set Up Scrubbing Logic Active Campaign

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

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they have actually currently been removed from the automation utilizing a separate automation) – How To Set Up Scrubbing Logic Active Campaign.

How To Set Up Scrubbing Logic Active Campaign

How To Set Up Scrubbing Logic Active CampaignHow To Set Up Scrubbing Logic Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. How To Set Up Scrubbing Logic Active Campaign. I used to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” verification.

How To Set Up Scrubbing Logic Active Campaign

How To Set Up Scrubbing Logic Active Campaign

How To Set Up Scrubbing Logic Active CampaignHow To Set Up Scrubbing Logic Active Campaign

You can likewise see whether the completion rate has actually increased or reduced, how long it considers 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 saves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the very first name of just a few of your contacts, which is the case with my list. I usually don’t require a first name to sign up to my list, however in some cases I get a given name, such as when somebody 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 troublesome.

I’m likewise 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 very first name. If they don’t, I simply state “Hey there,” (How To Set Up Scrubbing Logic Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether or not I have the contact’s first name.

How To Set Up Scrubbing Logic Active Campaign

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I do not 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 very same automation over and over again for my webinars, and I can quickly change out all of the details.

How To Set Up Scrubbing Logic Active CampaignHow To Set Up Scrubbing Logic 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 rate of the product, deal 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 offer modifications.

And here it is in an e-mail. This message variable allows me to quickly change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their email editing experience. I changed from MailChimp, and MailChimp occurs to have the very best email editing experience. I really like to send out basic e-mails.

How To Set Up Scrubbing Logic Active Campaign

I have actually discovered that really difficult to do with ActiveCampaign. For awhile, I was editing emails 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 triggered by a fundamental design template I created. The interface for the HTML editor looks like it was pulled from some totally free open-source job. How To Set Up Scrubbing Logic Active Campaign.

However, adding images is a bit of a task. You need to pick them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you make up totally 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 need separate text boxes for above and listed below the image. Recently I have actually started utilizing ActiveCampaign’s rich full-screen editor. They have some good templates, however I still wish to send out the plainest email possible. They do have some plain-looking emails, but they have some degree of minimal formatting, which you can’t remove – How To Set Up Scrubbing Logic Active Campaign.

How To Set Up Scrubbing Logic Active Campaign

However, with some adjustments, I can make my e-mail quite standard. I can make it automatically take up the whole window, and I can modify the typography to be a little larger, and have a little bit more prominent. The most aggravating part of ActiveCampaign’s abundant text editor is adding images. Envision you have actually just typed out an excellent email. How To Set Up Scrubbing Logic Active Campaign.

You can’t simply add an image to a block of text. Instead, you have to create two blocks of text: one for before the image, and one for after the image. If you have actually made any formatting changes, you’ll need to watch on those to stay consistent. That’s one thing to handle when you desire to add one image, but when you wish to add several, it ends up being a big chore.

They even have a standard mage editor where you can crop the image – How To Set Up Scrubbing Logic Active Campaign. MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can create a truly plain email, supplied you make a basic design template initially.

How To Set Up Scrubbing Logic Active Campaign

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (How To Set Up Scrubbing Logic Active Campaign). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail editing experience is really plain, but simple to browse. Their templates are restricted, which is fine with me, however their e-mail editing experience is somewhat much easier because you can produce inline images, and you can produce an absolutely plain e-mail, 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 troublesome.

I’ll click on 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to change back and forth in between different e-mails, 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 Scrubbing Logic Active Campaign

In the Automations area, there’s a “Handle Messages” area. 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 easily modify your entire sequence. How To Set Up Scrubbing Logic Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Set Up Scrubbing Logic Active Campaign. But choosing an e-mail marketing platform is like choosing a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has restricted division alternatives.

You can combine 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 segment by AND/OR, nevertheless MailChimp’s Pro strategy enables more advanced segmenting, for an extra $199 a month. In my search for the best e-mail marketing platform, I saw lots of others, a few of which I’ve already pointed out.

How To Set Up Scrubbing Logic Active Campaign

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