Pipedrive Active Campaign

Pipedrive Active Campaign

Pipedrive Active CampaignPipedrive Active Campaign

You can also see whether the conclusion rate has increased or decreased, the length of time it takes for 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 preferred feature. It conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (update: 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 holds true with my list. I normally do not require a given name to register to my list, however in some cases I get a first name, such as when someone buys an item. Wouldn’t it be good to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m also 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 just state “Hey there,” (Pipedrive Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s given name.

Pipedrive Active Campaign

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve 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 change out all of the details.

Pipedrive Active CampaignPipedrive 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 rate of the product, deal terms, discount coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or deal modifications.

And here it remains in an e-mail. This message variable allows me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp happens to have the very best email modifying experience. I truly like to send out simple e-mails.

Pipedrive Active Campaign

I have actually discovered that extremely tough to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard template I created. The user interface for the HTML editor looks like it was pulled from some free open-source task. Pipedrive Active Campaign.

However, including images is a little bit of a chore. You have to pick them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you make up completely 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.

Adding images to ActiveCampaign’s rich text editor is a clunky experience. You need different text boxes for above and below the image. Recently I have begun using ActiveCampaign’s abundant text editor. They have some nice templates, but I still wish to send out the plainest email possible. They do have some plain-looking emails, but they have some degree of minimal format, which you can’t remove – Pipedrive Active Campaign.

Pipedrive Active Campaign

However, with some adjustments, I can make my e-mail quite basic. I can make it immediately take up the whole window, and I can modify the typography to be somewhat larger, and have a bit more leading. The most frustrating part of ActiveCampaign’s rich full-screen editor is including images. Imagine you have actually simply typed out a great email. Pipedrive Active Campaign.

You can’t just add an image to a block of text. Instead, you have to create 2 blocks of text: one for before the image, and one for after the image. If you’ve made any formatting modifications, you’ll have to keep an eye on those to stay constant. That’s something to deal with when you want to add one image, but when you desire to add several, it ends up being a huge task.

They even have a basic mage editor where you can crop the image – Pipedrive Active Campaign. MailChimp’s editor is the best I have actually seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can develop a really plain email, provided you make a basic design template initially.

Pipedrive Active Campaign

MailChimp’s integrated 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 (Pipedrive Active Campaign). It would save me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s e-mail editing experience is very plain, however simple to navigate. Their design templates are limited, which is great with me, but their email editing experience is somewhat simpler in that you can create inline images, and you can produce a totally plain e-mail, and even edit the underlying HTML. If you want to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an e-mail, 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 handicapped Command + Click from the automation editor. If I desired to switch back and forth in between various e-mails, I would intuitively be inclined open the exact same automation in various tabs, then open the particular e-mails from each of those tabs.

Pipedrive Active Campaign

In the Automations area, there’s a “Manage Messages” location. From here, you can see all of the messages in each of your automations. You can edit every one, or you can Command + Click to open each in a brand-new tab to more quickly modify your entire sequence. Pipedrive Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Pipedrive Active Campaign. However choosing an email marketing platform is like selecting a spouse. ActiveCampaign offsets 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 restricted division options.

You can integrate attributes with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my search for the perfect email marketing platform, I saw many others, a few of which I’ve already pointed out.

Pipedrive Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations alternatives aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

Pipedrive Active Campaign

Pipedrive Active Campaign

Pipedrive Active CampaignPipedrive Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a specific 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 an email Inform an employee Wait conditions If/then conditionals Split traffic for screening 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Pipedrive Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact makes a purchase A tag is included to the contact A custom field is updated with a certain worth From there, you can produce Conditions, to examine whether the contact has a specific tag or custom-made field value.

Pipedrive Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date occurs A custom field is upgraded with a certain worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I want to develop it. Many online marketers develop extremely easy email sequences for their “email courses.” A contact register, and then that contact instantly starts getting lessons.

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

Pipedrive Active Campaign

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 all contacts a “welcome e-mail (Pipedrive 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 a “pump up” e-mail to get the students all set for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up email 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 wish to send out the exact same email to everyone on my list. I want to send them the proper email for their level of engagement – Pipedrive Active Campaign. Pipedrive Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.

Pipedrive Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they right away struck the “Objective” 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. Pipedrive Active Campaign.

This allows 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 include tags based upon whether the contact signed up, attended, missed out on, or based upon how long 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 promotions tab. Individuals who don’t open my emails make it harder for other emails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Pipedrive Active Campaign

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

This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I do not recommend.

Some customers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one email 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 email (if they already clicked on the confirmation link in the previous email, they have actually currently been eliminated from the automation using a separate automation) – Pipedrive Active Campaign.

Pipedrive Active Campaign

Pipedrive Active CampaignPipedrive Active Campaign

The automation then unsubscribes them. My e-mails likewise 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 kind adds a tag that I use to filter those contacts out. Pipedrive Active Campaign. I utilized to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” confirmation.