Manage Segmentation Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site alternatives (offered in the “Pro” strategy) When the contact reaches a certain 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 a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the objective’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 details Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – Manage Segmentation Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact buys A tag is added to the contact A customized field is upgraded with a specific worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Manage Segmentation Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date happens A custom field is updated with a particular value You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I wish to construct it. Many online marketers build extremely easy email series for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I first tried this method, I was on MailChimp.

Manage Segmentation Active Campaign

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (Manage Segmentation Active Campaign).” 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” email to get the students ready for next week’s course, and encourage 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 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 don’t desire to send out the exact same email to every individual on my list. I want to send them the appropriate e-mail for their level of engagement – Manage Segmentation Active Campaign. Manage Segmentation Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.

Manage Segmentation 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 struck the “Goal” towards 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. Manage Segmentation 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 include tags based upon whether the contact registered, went to, missed out on, or based upon the length of time they stayed 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 do not open my e-mails make it harder for other emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Manage Segmentation Active Campaign

Here’s an automation I obtained 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 adds new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t advise.

Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email 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 already clicked the verification link in the previous e-mail, they have actually currently been removed from the automation using a different automation) – Manage Segmentation Active Campaign.

Manage Segmentation Active Campaign

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me know that they don’t have tracking made it possible for. This type adds a tag that I use to filter those contacts out. Manage Segmentation Active Campaign. I used 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 only send out a simple “do you still want my e-mails?” confirmation.

Manage Segmentation Active Campaign

You can likewise see whether the conclusion rate has increased or decreased, the length of time it considers contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s say you have the given name of just some of your contacts, which is the case with my list. I generally do not need a given name to register to my list, but often I get a given name, such as when someone purchases an item. Wouldn’t it be great to welcome 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 added by other systems, such as a dash, or “Guest.” If they have a very first name, I say “Hey,” and then their very first name. If they don’t, I just state “Hey there,” (Manage Segmentation Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s very first name.

Manage Segmentation Active Campaign

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by allowing me use the exact same automation over and over again for my webinars, and I can rapidly alter out all of the details.

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of different 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 new webinar, I can change each of these variables to match any schedule modifications or deal changes.

And here it is in an email. This message variable enables me to quickly alter out a countdown timer. I did point out 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 finest email editing experience. I actually like to send basic emails.

Manage Segmentation Active Campaign

I have actually discovered that extremely hard to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I produced. The user interface for the HTML editor looks like it was pulled from some complimentary open-source task. Manage Segmentation Active Campaign.

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

Including images to ActiveCampaign’s rich full-screen editor is a clunky experience. You need different text boxes for above and below the image. Recently I have actually begun using ActiveCampaign’s rich full-screen editor. They have some nice design templates, however I still wish to send out the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of minimal format, which you can’t eliminate – Manage Segmentation Active Campaign.

Manage Segmentation Active Campaign

But, with some adjustments, I can make my email quite fundamental. I can make it immediately use up the whole window, and I can modify the typography to be a little larger, and have a bit more prominent. The most aggravating part of ActiveCampaign’s rich text editor is including images. Imagine you’ve just typed out a terrific email. Manage Segmentation Active Campaign.

You can’t simply add an image to a block of text. Instead, you have 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 have to watch on those to remain consistent. That’s something to handle when you wish to add one image, however when you desire to include a number of, it becomes a big chore.

They even have a basic mage editor where you can crop the image – Manage Segmentation 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 e-mail, supplied you make a basic template initially.

Manage Segmentation Active Campaign

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

ConvertKit’s e-mail modifying experience is really plain, but simple to navigate. Their design templates are restricted, which is great with me, but their e-mail editing experience is somewhat simpler because you can produce inline images, and you can develop an absolutely plain email, and even modify the underlying HTML. If you desire 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. Note that I can’t even Command + Click to open it in another tab. Whether they implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to switch back and forth in between different e-mails, I would intuitively be inclined open the same automation in different tabs, then open the particular emails from each of those tabs.

Manage Segmentation Active Campaign

In the Automations section, there’s a “Handle Messages” location. 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 edit your whole series. Manage Segmentation Active Campaign. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Manage Segmentation Active Campaign. But choosing an e-mail marketing platform is like choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

You can combine 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 only sector by AND/OR, however MailChimp’s Pro plan permits more advanced segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw numerous others, a few of which I’ve currently pointed out.

Manage Segmentation Active Campaign

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