Migrating To Active Campaign

Migrating To Active Campaign

Migrating To Active CampaignMigrating To Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the goal’s location 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 Customized Audience management are all “Pro” features – Migrating To Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is added to the contact A custom field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a specific tag or customized field value.

Migrating To Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date happens A customized field is upgraded with a certain 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 method I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I ‘d like to develop it. Numerous marketers construct really easy email series for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

Migrating To Active Campaign

Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Migrating To 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 prepared for next week’s course, and motivate them to share it with pals.

The contact will start 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 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 desire to send out the exact same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – Migrating To Active Campaign. Migrating To Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.

Migrating To Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Migrating To 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 integration panel: I can add tags based upon whether the contact signed up, attended, missed, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

Migrating To Active Campaign

Here’s an automation I got 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 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 starts this automation over once 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, often you have to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t recommend.

Some customers don’t have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they have actually currently been gotten rid of from the automation utilizing a separate automation) – Migrating To Active Campaign.

Migrating To Active Campaign

Migrating To Active CampaignMigrating To Active Campaign

The automation then unsubscribes them. My emails 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 made it possible for. This type adds a tag that I use to filter those contacts out. Migrating To 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 dependably! I just send a basic “do you still want my emails?” confirmation.

Migrating To Active Campaign

Migrating To Active Campaign

Migrating To Active CampaignMigrating To Active Campaign

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

Let’s say you have the given name of just a few of your contacts, which is the case with my list. I normally do not need a very first name to sign up to my list, but often I get a given name, such as when somebody buys a product. Would not it be good to greet your contacts by name, in the cases when you have it? You can do this, however it’s cumbersome.

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

Migrating To Active Campaign

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by enabling me use the exact same automation over and over once again for my webinars, and I can quickly change out all of the details.

Migrating To Active CampaignMigrating To Active Campaign

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 price 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 modifications or offer changes.

And here it remains in an email. This message variable allows me to quickly alter out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp takes place to have the finest email modifying experience. I truly like to send simple emails.

Migrating To Active Campaign

I’ve discovered that very tough to do with ActiveCampaign. For some time, I was editing 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 design template I produced. The interface for the HTML editor looks like it was pulled from some complimentary open-source job. Migrating To Active Campaign.

Nevertheless, adding images is a little a task. You have to select them from a file 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 want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You require different text boxes for above and listed below the image. Lately I have actually started utilizing ActiveCampaign’s abundant text editor. They have some good design templates, but I still wish to send out the simplest email possible. They do have some plain-looking emails, but they have some degree of minimal format, which you can’t remove – Migrating To Active Campaign.

Migrating To Active Campaign

But, with some changes, I can make my e-mail quite basic. I can make it immediately use up the whole window, and I can modify the typography to be a little larger, and have a little more leading. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Picture you have actually simply typed out a fantastic email. Migrating To Active Campaign.

You can’t merely include an image to a block of text. Rather, you have to develop two 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 keep an eye on those to remain constant. That’s something to handle when you wish to add one image, however when you desire to include numerous, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – Migrating To Active Campaign. 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, provided you make a standard design template initially.

Migrating To Active Campaign

MailChimp’s built-in image editor is very effective. You can resize, crop, and add custom-made text to your images. I miss out on MailChimp’s email-editing experience (Migrating To Active Campaign). It would conserve me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that potential time cost savings.

ConvertKit’s e-mail modifying experience is really plain, however simple to navigate. Their templates are restricted, which is great with me, however their email modifying experience is slightly much 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 cumbersome.

I’ll click an email, and it takes me to the editor for that email. Note that I can’t even Command + Click to open it in another tab. Whether they suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to switch back and forth 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.

Migrating To Active Campaign

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 modify every one, or you can Command + Click to open each in a new tab to more easily edit your whole sequence. Migrating To Active Campaign. 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 – Migrating To Active Campaign. But selecting an email marketing platform is like selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation choices.

You can combine qualities with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can just sector by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an extra $199 a month. In my look for the best e-mail marketing platform, I saw many others, a few of which I have actually currently pointed out.

Migrating To Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.