How To Tag Active Campaign Customers Based On Shopify Product Purchase

How To Tag Active Campaign Customers Based On Shopify Product Purchase

How To Tag Active Campaign Customers Based On Shopify Product PurchaseHow To Tag Active Campaign Customers Based On Shopify Product Purchase

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Tag Active Campaign Customers Based On Shopify Product Purchase.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a kind The contact purchases A tag is added to the contact A customized field is updated with a particular worth From there, you can produce Conditions, to check whether the contact has a particular tag or customized field value.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date happens A custom-made field is updated with a certain value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method 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 build it. Lots of marketers build really easy email sequences for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.

It was simple to develop 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 need to register by Friday night, and a new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Tag Active Campaign Customers Based On Shopify Product Purchase).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email 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 early 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 e-mail the following Friday early 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 very same e-mail to every individual on my list. I desire to send them the proper email for their level of engagement – How To Tag Active Campaign Customers Based On Shopify Product Purchase. How To Tag Active Campaign Customers Based On Shopify Product Purchase. 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 Tag Active Campaign Customers Based On Shopify Product Purchase

Then it sends a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Tag Active Campaign Customers Based On Shopify Product Purchase.

This enables me to customize 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 signed up, attended, missed, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t 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 integrated in.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize 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 adds brand-new tags for 7 days, 30 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 at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not suggest.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked the verification link in the previous email, they’ve currently been removed from the automation using a different automation) – How To Tag Active Campaign Customers Based On Shopify Product Purchase.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

How To Tag Active Campaign Customers Based On Shopify Product PurchaseHow To Tag Active Campaign Customers Based On Shopify Product Purchase

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 don’t have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. How To Tag Active Campaign Customers Based On Shopify Product Purchase. I used to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still desire my emails?” verification.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

How To Tag Active Campaign Customers Based On Shopify Product Purchase

How To Tag Active Campaign Customers Based On Shopify Product PurchaseHow To Tag Active Campaign Customers Based On Shopify Product Purchase

You can also see whether the conclusion rate has increased or reduced, for how long 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 conserves me a lots of time and effort, 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 holds true with my list. I typically do not require a first name to sign up to my list, but sometimes I get a very first name, such as when somebody buys a product. Would not it be great to welcome your contacts by name, in the events when you have it? You can do this, however it’s cumbersome.

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 after that their given name. If they don’t, I just say “Hey there,” (How To Tag Active Campaign Customers Based On Shopify Product Purchase). By developing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s first name.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a lot of time is by allowing me use the same automation over and over once again for my webinars, and I can quickly change out all of the details.

How To Tag Active Campaign Customers Based On Shopify Product PurchaseHow To Tag Active Campaign Customers Based On Shopify Product Purchase

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 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 mention earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp occurs to have the very best email modifying experience. I truly like to send easy e-mails.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

I’ve found that extremely tough to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I created. The interface for the HTML editor appears like it was pulled from some free open-source task. How To Tag Active Campaign Customers Based On Shopify Product Purchase.

Nevertheless, adding images is a little a chore. You need to choose them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you make up entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You need separate text boxes for above and below the image. Lately I have actually started utilizing ActiveCampaign’s abundant text editor. They have some great design templates, but I still wish to send out the plainest email possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t eliminate – How To Tag Active Campaign Customers Based On Shopify Product Purchase.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

However, with some adjustments, I can make my e-mail pretty basic. I can make it immediately take up the entire window, and I can fine-tune the typography to be a little bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s abundant text editor is adding images. Envision you’ve simply typed out an excellent e-mail. How To Tag Active Campaign Customers Based On Shopify Product Purchase.

You can’t merely include an image to a block of text. Rather, you have to develop two blocks of text: one for before the image, and one for after the image. If you have actually made any format modifications, you’ll need to watch on those to stay constant. That’s one thing to deal with when you desire to add one image, but when you want to add several, it becomes a big task.

They even have a basic mage editor where you can crop the image – How To Tag Active Campaign Customers Based On Shopify Product Purchase. 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 produce a truly plain e-mail, provided you make a standard template first.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

MailChimp’s built-in image editor is very powerful. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (How To Tag Active Campaign Customers Based On Shopify Product Purchase). It would conserve 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 prospective time cost savings.

ConvertKit’s e-mail editing experience is extremely plain, but simple to browse. Their templates are limited, which is great with me, however their e-mail modifying experience is a little simpler in that you can produce inline images, and you can create an absolutely plain e-mail, and even edit the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an email, 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 disabled Command + Click from the automation editor. If I desired to change backward and forward between numerous e-mails, I would intuitively be inclined open the same automation in various tabs, then open the respective e-mails from each of those tabs.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

In the Automations area, there’s a “Manage Messages” area. 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 entire sequence. How To Tag Active Campaign Customers Based On Shopify Product Purchase. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Tag Active Campaign Customers Based On Shopify Product Purchase. But choosing an email marketing platform resembles picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

You can integrate characteristics with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just sector 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 numerous others, a few of which I have actually already discussed.

How To Tag Active Campaign Customers Based On Shopify Product Purchase

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 segmentations choices aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I switched from MailChimp to ActiveCampaign.