How To Setup A New Email Sequence Active Campaign

How To Setup A New Email Sequence Active Campaign

How To Setup A New Email Sequence Active CampaignHow To Setup A New Email Sequence Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for testing 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 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 website messages, and Facebook Customized Audience management are all “Pro” features – How To Setup A New Email Sequence Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a kind The contact purchases A tag is included to the contact A custom field is updated with a particular value From there, you can create Conditions, to inspect whether the contact has a particular tag or customized field worth.

How To Setup A New Email Sequence Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date occurs A customized field is updated with a specific worth You don’t produce 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 exactly how I wish to construct it. Numerous marketers develop very simple email sequences for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My email course is manually 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 first tried this method, I was on MailChimp.

How To Setup A New Email Sequence Active Campaign

Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (How To Setup A New Email Sequence Active Campaign).” The automation validates 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 students ready for next week’s course, and motivate 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 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 difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the very same email to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Setup A New Email Sequence Active Campaign. How To Setup A New Email Sequence Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently acquired the product I pitch in the webinar.

How To Setup A New Email Sequence Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately struck the “Objective” toward completion 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 New Email Sequence 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 add 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 set off automations within ActiveCampaign.

It costs me money, and it makes it more 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 emails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Setup A New Email Sequence Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not suggest.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a separate automation) – How To Setup A New Email Sequence Active Campaign.

How To Setup A New Email Sequence Active Campaign

How To Setup A New Email Sequence Active CampaignHow To Setup A New Email Sequence Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail 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 Setup A New Email Sequence 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 an easy “do you still desire my e-mails?” confirmation.

How To Setup A New Email Sequence Active Campaign

How To Setup A New Email Sequence Active Campaign

How To Setup A New Email Sequence Active CampaignHow To Setup A New Email Sequence 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 favorite feature. It saves me a ton of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a comparable function.

Let’s say you have the given name of only some of your contacts, which is the case with my list. I usually do not require a first name to register to my list, however in some cases I get a first name, such as when someone buys an item. Wouldn’t it be good to welcome your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and then their first name. If they don’t, I simply say “Hey there,” (How To Setup A New Email Sequence Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether I have the contact’s very first name.

How To Setup A New Email Sequence Active Campaign

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 truly save me a great deal of time is by allowing me utilize the very same automation over and over once again for my webinars, and I can rapidly alter out all of the details.

How To Setup A New Email Sequence Active CampaignHow To Setup A New Email Sequence Active Campaign

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 cost of the product, deal terms, discount coupon 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 changes.

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

How To Setup A New Email Sequence Active Campaign

I’ve discovered that very difficult to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated 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 New Email Sequence Active Campaign.

Nevertheless, including images is a bit of a task. You have to choose them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose totally 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.

Including images to ActiveCampaign’s abundant text editor is a clunky experience. You need different text boxes for above and listed below the image. Lately I have begun using ActiveCampaign’s rich full-screen editor. They have some good design templates, but I still wish to send the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t remove – How To Setup A New Email Sequence Active Campaign.

How To Setup A New Email Sequence Active Campaign

But, with some changes, I can make my email pretty standard. I can make it immediately take up the entire window, and I can tweak the typography to be slightly larger, and have a little more leading. The most discouraging part of ActiveCampaign’s rich text editor is including images. Envision you have actually just typed out an excellent e-mail. How To Setup A New Email Sequence Active Campaign.

You can’t simply add an image to a block of text. Rather, you need to develop 2 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 watch on those to remain constant. That’s something to handle when you desire to add one image, however when you wish to add numerous, it ends up being a huge task.

They even have a fundamental mage editor where you can crop the image – How To Setup A New Email Sequence Active Campaign. MailChimp’s editor is the best I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can create a really plain email, supplied you make a standard design template first.

How To Setup A New Email Sequence Active Campaign

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (How To Setup A New Email Sequence 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 prospective time cost savings.

ConvertKit’s e-mail editing experience is really plain, but simple to navigate. Their templates are restricted, which is fine with me, however their e-mail modifying experience is slightly easier in that you can develop inline images, and you can create a completely plain email, and even modify the underlying HTML. If you want to make some quick 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 email. Keep in mind 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 desired to change backward and forward in between different e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective e-mails from each of those tabs.

How To Setup A New Email Sequence Active Campaign

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 brand-new tab to more quickly modify your entire series. How To Setup A New Email Sequence Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Setup A New Email Sequence Active Campaign. But choosing an e-mail 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 reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division options.

You can combine qualities 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, nevertheless MailChimp’s Pro strategy permits more sophisticated segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw lots of others, a few of which I’ve currently pointed out.

How To Setup A New Email Sequence Active Campaign

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