How To Use Visual Editor Active Campaign

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active CampaignHow To Use Visual Editor Active Campaign

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

Let’s say you have the given name of only a few of your contacts, which is the case with my list. I generally do not require a very first name to register to my list, however in some cases I get a given name, such as when someone purchases a product. Would not it be nice to greet 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 “Guest.” If they have a very first name, I state “Hey,” and then their very first name. If they don’t, I simply say “Hey there,” (How To Use Visual Editor Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s given name.

How To Use Visual Editor Active Campaign

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it appears in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a lot of time is by enabling me utilize the exact same automation over and over again for my webinars, and I can rapidly alter out all of the information.

How To Use Visual Editor Active CampaignHow To Use Visual Editor Active Campaign

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of different variables here, such as the date and time of the webinar, the rate of the item, deal terms, voucher code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule modifications or offer changes.

And here it is in an email. This message variable allows me to easily alter 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 takes place to have the best e-mail modifying experience. I really like to send out simple emails.

How To Use Visual Editor Active Campaign

I have actually found that very 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 activated by a standard design template I developed. The user interface for the HTML editor looks like it was pulled from some free open-source job. How To Use Visual Editor Active Campaign.

However, including images is a bit of a task. You need to pick them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you make up totally in HTML. The option to this, if you desire to have control over the HTML, is to edit pure HTML, with a sneak peek 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 rich text editor. They have some great templates, however I still wish to send out the plainest email possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t eliminate – How To Use Visual Editor Active Campaign.

How To Use Visual Editor Active Campaign

But, with some adjustments, I can make my email quite fundamental. I can make it instantly take up the whole window, and I can modify the typography to be somewhat larger, and have a little bit more leading. The most discouraging part of ActiveCampaign’s abundant full-screen editor is adding images. Picture you’ve just typed out a terrific e-mail. How To Use Visual Editor Active Campaign.

You can’t merely include an image to a block of text. Instead, you need to develop 2 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 desire to add one image, but when you want to add numerous, it becomes a huge task.

They even have a basic mage editor where you can crop the image – How To Use Visual Editor Active Campaign. MailChimp’s editor is the very best I’ve seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can develop a truly plain e-mail, supplied you make a basic design template first.

How To Use Visual Editor Active Campaign

MailChimp’s built-in image editor is incredibly powerful. You can resize, crop, and include custom-made text to your images. I miss out on MailChimp’s email-editing experience (How To Use Visual Editor Active Campaign). It would save me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s e-mail modifying experience is extremely plain, but easy to browse. Their design templates are limited, which is fine with me, but their e-mail editing experience is slightly easier in that you can create inline images, and you can produce a completely plain e-mail, and even edit the underlying HTML. If you desire to make some fast 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 e-mail. Note 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 wanted to change back and forth in between numerous emails, I would intuitively be inclined open the very same automation in various tabs, then open the respective e-mails from each of those tabs.

How To Use Visual Editor Active Campaign

In the Automations section, there’s a “Manage Messages” area. From here, you can see all of the messages in each of your automations. You can modify each one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole series. How To Use Visual Editor Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Use Visual Editor Active Campaign. But choosing an email marketing platform resembles choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division options.

You can integrate attributes 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 sector by AND/OR, nevertheless MailChimp’s Pro strategy permits more advanced segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw lots of others, some of which I’ve currently mentioned.

How To Use Visual Editor Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their segmentations alternatives aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active CampaignHow To Use Visual Editor 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 added When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Use Visual Editor Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom field is updated with a particular value From there, you can create Conditions, to examine whether the contact has a particular tag or customized field worth.

How To Use Visual Editor Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date occurs A customized field is upgraded with a certain 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 primary way I build my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I ‘d like to develop it. Lots of marketers construct really basic email series for their “e-mail courses.” A contact indications up, and after that that contact right away starts getting lessons.

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. 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 begins each Monday morning. When I first tried this method, I was on MailChimp.

How To Use Visual Editor Active Campaign

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Use Visual Editor Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday 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 don’t desire to send out the very same e-mail to everyone on my list. I wish to send them the proper email for their level of engagement – How To Use Visual Editor Active Campaign. How To Use Visual Editor Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already acquired the item I pitch in the webinar.

How To Use Visual Editor Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Use Visual Editor 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 integration panel: I can include tags based upon whether the contact signed up, attended, 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 e-mails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to the people who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

How To Use Visual Editor Active Campaign

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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not advise.

Some customers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they’ve already been eliminated from the automation using a different automation) – How To Use Visual Editor Active Campaign.

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active CampaignHow To Use Visual Editor Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking allowed. This type includes a tag that I use to filter those contacts out. How To Use Visual Editor Active Campaign. I used to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send a simple “do you still want my e-mails?” confirmation.

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active CampaignHow To Use Visual Editor Active Campaign

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site options (offered 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 available in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (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 details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Use Visual Editor Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a type The contact makes a purchase A tag is included to the contact A customized field is upgraded with a particular worth From there, you can create Conditions, to inspect whether the contact has a particular tag or custom field value.

How To Use Visual Editor Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date takes place A custom-made field is updated with a particular value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I wish to develop it. Many online marketers develop extremely easy email series for their “e-mail courses.” A contact indications up, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.

How To Use Visual Editor Active Campaign

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Use Visual Editor 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” email to get the trainees prepared for next week’s course, and encourage them to share it with good friends.

The contact will begin getting lessons the following Monday early 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 email 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 desire to send the exact same e-mail to everyone on my list. I desire to send them the appropriate e-mail for their level of engagement – How To Use Visual Editor Active Campaign. How To Use Visual Editor Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the product I pitch in the webinar.

How To Use Visual Editor Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Use Visual Editor Active Campaign.

This enables me to customize 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 registered, attended, missed out on, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

How To Use Visual Editor Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t recommend.

Some customers don’t have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have been hectic. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they have actually currently been removed from the automation utilizing a different automation) – How To Use Visual Editor Active Campaign.

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active CampaignHow To Use Visual Editor Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they do not have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Use Visual Editor Active Campaign. I utilized to include this tag when they clicked on 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 emails?” confirmation.

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active Campaign

How To Use Visual Editor Active CampaignHow To Use Visual Editor Active Campaign

You can also see whether the completion rate has actually increased or decreased, for how long it considers contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent function.

Let’s say you have the first name of only a few of your contacts, which holds true with my list. I normally do not need a first name to sign up to my list, however sometimes I get a given name, such as when somebody buys an item. Would not it be nice to greet your contacts by name, in the events when you have it? You can do this, however it’s troublesome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a first name, I say “Hey,” and then their given name. If they do not, I simply say “Hey there,” (How To Use Visual Editor Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s very first name.

How To Use Visual Editor Active Campaign

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it appears 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 alter out all of the information.

How To Use Visual Editor Active CampaignHow To Use Visual Editor 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 rate of the product, deal 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 allows me to easily alter out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their email editing experience. I changed from MailChimp, and MailChimp occurs to have the very best e-mail editing experience. I actually like to send out easy emails.

How To Use Visual Editor Active Campaign

I’ve found 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 period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I created. The interface for the HTML editor appears like it was pulled from some totally free open-source job. How To Use Visual Editor Active Campaign.

Nevertheless, adding images is a little a task. You need to choose them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose totally 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 rich text editor is a clunky experience. You need different text boxes for above and listed below the image. Recently I have begun using ActiveCampaign’s rich full-screen editor. They have some great templates, but I still wish to send the simplest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t remove – How To Use Visual Editor Active Campaign.

How To Use Visual Editor Active Campaign

But, with some adjustments, I can make my email quite standard. I can make it immediately take up the entire window, and I can modify the typography to be slightly larger, and have a bit more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you have actually just typed out an excellent e-mail. How To Use Visual Editor Active Campaign.

You can’t simply add an image to a block of text. Instead, you need to create two blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting modifications, you’ll need to watch on those to stay consistent. That’s something to handle when you desire to add one image, but when you want to include numerous, it ends up being a big task.

They even have a basic mage editor where you can crop the image – How To Use Visual Editor Active Campaign. MailChimp’s editor is the very 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 develop a truly plain e-mail, provided you make a fundamental template first.

How To Use Visual Editor Active Campaign

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (How To Use Visual Editor Active Campaign). It would conserve me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s email modifying experience is extremely plain, however easy to browse. Their design templates are restricted, which is fine with me, but their email editing experience is a little easier because you can develop inline images, and you can develop an absolutely plain email, 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 email, and it takes me to the editor for that e-mail. Note that I can’t even Command + Click to open it in another tab. Whether they indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change backward and forward in between numerous emails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective emails from each of those tabs.

How To Use Visual Editor Active Campaign

In the Automations area, there’s a “Handle Messages” area. From here, you can see all of the messages in each of your automations. You can modify each one, or you can Command + Click to open each in a brand-new tab to more quickly modify your entire series. How To Use Visual Editor Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Use Visual Editor Active Campaign. But choosing an e-mail marketing platform resembles selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

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, however MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my search for the perfect email marketing platform, I saw lots of others, some of which I’ve already discussed.

How To Use Visual Editor Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much simpler to build, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They also do not have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.