How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active CampaignHow To Setup A Drip Campaign Using Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” strategy) 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 out an e-mail Alert 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 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 Setup A Drip Campaign Using Active Campaign.

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

How To Setup A Drip Campaign Using Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date happens A customized field is updated with a certain worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to develop it. Many online 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, but difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.

How To Setup A Drip Campaign Using Active Campaign

Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Setup A Drip Campaign Using Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until 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 good friends.

The contact will start 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 e-mail the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send out the very same e-mail to every individual on my list. I want to send them the proper email for their level of engagement – How To Setup A Drip Campaign Using Active Campaign. How To Setup A Drip Campaign Using Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already purchased the product I pitch in the webinar.

How To Setup A Drip Campaign Using Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to motivate 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 Setup A Drip Campaign Using Active Campaign.

This enables 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 add tags based upon whether the contact registered, attended, 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 money, 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 emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

How To Setup A Drip Campaign Using Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, one month, 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 begins this automation over 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. But, because you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I don’t recommend.

Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they have actually currently been removed from the automation using a different automation) – How To Setup A Drip Campaign Using Active Campaign.

How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active CampaignHow To Setup A Drip Campaign Using 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 understand that they do not have tracking made it possible for. This kind adds a tag that I use to filter those contacts out. How To Setup A Drip Campaign Using Active Campaign. I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my emails?” confirmation.

How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active CampaignHow To Setup A Drip Campaign Using Active Campaign

You can likewise see whether the completion rate has increased or reduced, how long it considers contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my favorite feature. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar function.

Let’s state you have the very first name of just a few of your contacts, which is the case with my list. I generally do not need a given name to sign up to my list, but sometimes I get a very first name, such as when someone purchases an item. 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 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 do not, I simply say “Hey there,” (How To Setup A Drip Campaign Using Active Campaign). By constructing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s first name.

How To Setup A Drip Campaign Using Active Campaign

I created a variable that’s simply %greeting-hey%. If I have the contact’s name, it shows up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually conserve me a lot 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 Setup A Drip Campaign Using Active CampaignHow To Setup A Drip Campaign Using Active Campaign

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of different variables here, such as the date and time of the webinar, the rate of the product, offer terms, discount coupon 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 allows me to easily change out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp happens to have the very best email modifying experience. I really like to send out basic emails.

How To Setup A Drip Campaign Using Active Campaign

I’ve found that extremely hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I developed. The user interface for the HTML editor looks like it was pulled from some totally free open-source project. How To Setup A Drip Campaign Using Active Campaign.

However, adding images is a little bit of a chore. You have to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you compose completely in HTML. The option to this, if you want 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 cumbersome experience. You require separate text boxes for above and below the image. Recently I have actually started utilizing ActiveCampaign’s rich full-screen editor. They have some nice design templates, but I still want to send out the simplest email possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t eliminate – How To Setup A Drip Campaign Using Active Campaign.

How To Setup A Drip Campaign Using Active Campaign

However, with some changes, I can make my email pretty basic. I can make it automatically use up the whole window, and I can fine-tune the typography to be a little larger, and have a little bit more leading. The most discouraging part of ActiveCampaign’s abundant text editor is adding images. Picture you have actually simply typed out a great email. How To Setup A Drip Campaign Using Active Campaign.

You can’t just add an image to a block of text. Rather, you have to produce 2 blocks of text: one for before the image, and one for after the image. If you’ve made any formatting modifications, you’ll need to keep an eye on those to stay constant. That’s one thing to deal with when you desire to include one image, but when you desire to include a number of, it becomes a huge task.

They even have a fundamental mage editor where you can crop the image – How To Setup A Drip Campaign Using Active Campaign. MailChimp’s editor is the best I’ve seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can produce a genuinely plain e-mail, supplied you make a standard template first.

How To Setup A Drip Campaign Using Active Campaign

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (How To Setup A Drip Campaign Using 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 potential time cost savings.

ConvertKit’s e-mail modifying experience is very plain, however easy to browse. Their templates are restricted, which is fine with me, but their e-mail modifying experience is slightly simpler because you can produce inline images, and you can develop a totally plain e-mail, and even edit the underlying HTML. If you wish to make some quick edits to some emails 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. Keep in mind 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 wished to switch backward and forward between different e-mails, I would intuitively be inclined open the same automation in various tabs, then open the particular e-mails from each of those tabs.

How To Setup A Drip Campaign Using 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 easily edit your whole series. How To Setup A Drip Campaign Using Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Setup A Drip Campaign Using Active Campaign. But selecting an e-mail marketing platform is like choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted 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 allows more advanced segmenting, for an extra $199 a month. In my look for the best email marketing platform, I saw numerous others, some of which I have actually already pointed out.

How To Setup A Drip Campaign Using Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions options 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.