How To Setup Active Campaign

How To Setup Active Campaign

How To Setup Active CampaignHow To Setup Active Campaign

You can likewise see whether the completion rate has increased or reduced, for 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 load of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s say you have the first name of just a few of your contacts, which holds true with my list. I usually don’t need a given name to register to my list, but sometimes I get a given name, such as when someone purchases a product. Would not it be great to welcome 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 included 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 do not, I just state “Hey there,” (How To Setup Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether or not I have the contact’s first name.

How To Setup Active Campaign

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. 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 enabling me use the exact same automation over and over once again for my webinars, and I can rapidly change out all of the details.

How To Setup Active CampaignHow To Setup Active Campaign

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, 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 changes or offer changes.

And here it remains in an email. This message variable enables me to easily change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp happens to have the very best email modifying experience. I really like to send easy e-mails.

How To Setup Active Campaign

I have actually found that very hard to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I produced. The interface for the HTML editor looks like it was pulled from some free open-source job. How To Setup Active Campaign.

However, adding images is a little a task. You have to select them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you make up completely 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.

Adding images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You require separate text boxes for above and listed below the image. Recently I have actually begun using ActiveCampaign’s rich text editor. They have some great templates, however I still wish to send the simplest email possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t remove – How To Setup Active Campaign.

How To Setup Active Campaign

However, with some modifications, I can make my email pretty basic. I can make it automatically take up the entire window, and I can modify the typography to be slightly bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s abundant text editor is adding images. Imagine you’ve simply typed out a great e-mail. How To Setup Active Campaign.

You can’t simply include an image to a block of text. Rather, you have to create 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any format modifications, you’ll have to keep an eye on those to remain consistent. That’s something to deal with when you wish to include one image, however when you wish to add several, it becomes a huge task.

They even have a standard mage editor where you can crop the image – How To Setup Active Campaign. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can develop a genuinely plain email, provided you make a standard template first.

How To Setup Active Campaign

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (How To Setup Active Campaign). It would save 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 potential time cost savings.

ConvertKit’s e-mail editing experience is extremely plain, however simple to browse. Their design templates are restricted, which is fine with me, but their e-mail editing experience is somewhat easier because you can produce inline images, and you can produce an absolutely plain e-mail, and even modify the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

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 desired to switch backward and forward in between various e-mails, 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 Setup 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 modify every one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole series. How To Setup Active Campaign. Contrast that with ConvertKit’s Sequences.

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

You can combine qualities with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I have actually already mentioned.

How To Setup Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.

How To Setup Active Campaign

How To Setup Active Campaign

How To Setup Active CampaignHow To Setup Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is included When a contact signs up for 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 begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip 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 details Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Setup 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 makes a purchase A tag is included to the contact A customized field is updated with a particular worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom-made field worth.

How To Setup Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date occurs A custom-made field is updated with a particular worth You don’t create emails 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 email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to develop it. Numerous online marketers develop really basic e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, however 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 brand-new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

How To Setup 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 Setup Active Campaign).” The automation verifies 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 all set for next week’s course, and encourage them to share it with buddies.

The contact will begin 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 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 out the same e-mail to every individual on my list. I want to send them the suitable e-mail for their level of engagement – How To Setup Active Campaign. How To Setup Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already purchased the item I pitch in the webinar.

How To Setup Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away struck the “Objective” 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 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 include tags based upon whether the contact signed up, went to, missed out on, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals 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 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 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 again.

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not suggest.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they’ve currently been removed from the automation using a different automation) – How To Setup Active Campaign.

How To Setup Active Campaign

How To Setup Active CampaignHow To Setup Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. How To Setup Active Campaign. I utilized to include this tag when they clicked a link, however when people 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?” verification.