How To Use Activecampaign

How To Use Activecampaign

How To Use ActivecampaignHow To Use Activecampaign

To start constructing 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 subscribes to a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the goal’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Use Activecampaign.

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

How To Use Activecampaign

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 custom field is updated with a specific value You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to build it. Many marketers build really basic e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.

It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first tried this methodology, I was on MailChimp.

How To Use Activecampaign

Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Use Activecampaign).” The automation validates 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 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 impossible 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 wish to send them the suitable email for their level of engagement – How To Use Activecampaign. How To Use Activecampaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already purchased the item I pitch in the webinar.

How To Use Activecampaign

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately hit the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Use Activecampaign.

This enables me to personalize 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 activate automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other e-mails to get to the individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

How To Use Activecampaign

Here’s an automation I received 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t advise.

Some subscribers don’t have 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 sequence: I send one email 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 email (if they already clicked the verification link in the previous email, they have actually currently been gotten rid of from the automation utilizing a different automation) – How To Use Activecampaign.

How To Use Activecampaign

How To Use ActivecampaignHow To Use Activecampaign

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This type adds a tag that I utilize to filter those contacts out. How To Use Activecampaign. I utilized to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my e-mails?” confirmation.

How To Use Activecampaign

How To Use Activecampaign

How To Use ActivecampaignHow To Use Activecampaign

You can also see whether the conclusion rate has increased or decreased, how long it takes for contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred feature. It conserves me a load of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s state you have the given name of only a few of your contacts, which holds true with my list. I usually do not need a first name to sign up to my list, but often I get a given name, such as when somebody purchases an item. Wouldn’t it be great to greet your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and then their first name. If they do not, I just state “Hey there,” (How To Use Activecampaign). By building a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s very first name.

How To Use Activecampaign

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 truly conserve me a lot of time is by allowing me utilize the same automation over and over again for my webinars, and I can quickly change out all of the details.

How To Use ActivecampaignHow To Use Activecampaign

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 rate of the item, offer 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 is in an email. This message variable allows me to quickly alter out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp occurs to have the very best e-mail modifying experience. I truly like to send out easy e-mails.

How To Use Activecampaign

I’ve found that really difficult to do with ActiveCampaign. For awhile, I was editing e-mails 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 activated by a fundamental design template I created. The user interface for the HTML editor looks like it was pulled from some totally free open-source project. How To Use Activecampaign.

However, including images is a little bit of a chore. You need to select them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up totally in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You require different text boxes for above and listed below the image. Recently I have begun using ActiveCampaign’s abundant full-screen editor. They have some nice templates, however I still wish to send out the plainest email possible. They do have some plain-looking emails, however they have some degree of minimal formatting, which you can’t eliminate – How To Use Activecampaign.

How To Use Activecampaign

But, with some adjustments, I can make my email quite standard. I can make it automatically use up the whole window, and I can tweak the typography to be somewhat larger, and have a bit more prominent. The most discouraging part of ActiveCampaign’s rich full-screen editor is including images. Picture you’ve simply typed out a terrific email. How To Use Activecampaign.

You can’t just add an image to a block of text. Rather, you have to create two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting modifications, you’ll have to watch on those to remain consistent. That’s something to handle when you wish to include one image, but when you want to add numerous, it becomes a big task.

They even have a fundamental mage editor where you can crop the image – How To Use Activecampaign. 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 develop a truly plain e-mail, offered you make a standard design template first.

How To Use Activecampaign

MailChimp’s integrated image editor is incredibly powerful. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (How To Use Activecampaign). It would conserve me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time savings.

ConvertKit’s e-mail modifying experience is extremely plain, however simple to navigate. Their design templates are limited, which is fine with me, however their e-mail modifying experience is a little easier in that you can develop inline images, and you can produce a completely plain email, and even modify 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 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch backward and forward in between various emails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

How To Use Activecampaign

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 each one, or you can Command + Click to open each in a new tab to more easily modify your whole sequence. How To Use Activecampaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How To Use Activecampaign. However picking an e-mail marketing platform resembles selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only section by AND/OR, nevertheless MailChimp’s Pro plan enables more sophisticated segmenting, for an extra $199 a month. In my look for the ideal e-mail marketing platform, I saw many others, some of which I have actually currently pointed out.

How To Use Activecampaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much simpler to develop, 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 understand that I changed from MailChimp to ActiveCampaign.