Prepare Csv File For Active Campaign Import

Prepare Csv File For Active Campaign Import

Prepare Csv File For Active Campaign ImportPrepare Csv File For Active Campaign Import

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert 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 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 Custom Audience management are all “Pro” functions – Prepare Csv File For Active Campaign Import.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a form The contact buys A tag is contributed to the contact A customized field is updated with a particular worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom-made field worth.

Prepare Csv File For Active Campaign Import

You can likewise produce 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 makes a purchase A date takes place A custom field is upgraded with a particular value 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 construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to build it. Many marketers construct very simple email series for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was easy to construct 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 website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this methodology, I was on MailChimp.

Prepare Csv File For Active Campaign Import

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Prepare Csv File For Active Campaign Import).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with good friends.

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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the same e-mail to every individual on my list. I desire to send them the appropriate e-mail for their level of engagement – Prepare Csv File For Active Campaign Import. Prepare Csv File For Active Campaign Import. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product I pitch in the webinar.

Prepare Csv File For Active Campaign Import

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Prepare Csv File For Active Campaign Import.

This allows me to personalize 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 registered, participated in, missed out on, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

Prepare Csv File For Active Campaign Import

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 includes new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating in the beginning, 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, in some cases you need to develop things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.

Some subscribers do not have actually tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have been busy. 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 tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they’ve currently been gotten rid of from the automation utilizing a separate automation) – Prepare Csv File For Active Campaign Import.

Prepare Csv File For Active Campaign Import

Prepare Csv File For Active Campaign ImportPrepare Csv File For Active Campaign Import

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. Prepare Csv File For Active Campaign Import. I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my e-mails?” verification.

Prepare Csv File For Active Campaign Import

Prepare Csv File For Active Campaign Import

Prepare Csv File For Active Campaign ImportPrepare Csv File For Active Campaign Import

You can also see whether the completion rate has increased or reduced, the length of time it considers 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 favorite feature. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a comparable feature.

Let’s say you have the very first name of only a few of your contacts, which is the case with my list. I usually don’t require a first name to register to my list, however in some cases I get a first name, such as when someone buys an item. 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 troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and after that their given name. If they don’t, I just state “Hey there,” (Prepare Csv File For Active Campaign Import). By building a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s given name.

Prepare Csv File For Active Campaign Import

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

Prepare Csv File For Active Campaign ImportPrepare Csv File For Active Campaign Import

Here are variables 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 cost of the item, offer 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 offer modifications.

And here it remains in an e-mail. This message variable enables me to quickly change out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp happens to have the very best e-mail editing experience. I actually like to send out basic emails.

Prepare Csv File For Active Campaign Import

I’ve discovered that really hard to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic template I created. The user interface for the HTML editor appears like it was pulled from some totally free open-source project. Prepare Csv File For Active Campaign Import.

However, including images is a bit of a chore. You have to select them from a file browser. There’s no drag and drop option. 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 sneak peek on the side.

Including 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 begun using ActiveCampaign’s rich text editor. They have some nice 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 get rid of – Prepare Csv File For Active Campaign Import.

Prepare Csv File For Active Campaign Import

But, with some adjustments, I can make my e-mail quite fundamental. I can make it immediately use up the entire window, and I can tweak the typography to be slightly larger, and have a little more prominent. The most discouraging part of ActiveCampaign’s rich full-screen editor is adding images. Picture you have actually simply typed out an excellent email. Prepare Csv File For Active Campaign Import.

You can’t just include an image to a block of text. Instead, you need to produce 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format modifications, you’ll have to keep an eye on those to remain consistent. That’s something to deal with when you wish to include one image, however when you want to add numerous, it ends up being a huge task.

They even have a standard mage editor where you can crop the image – Prepare Csv File For Active Campaign Import. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can create a genuinely plain email, supplied you make a standard design template first.

Prepare Csv File For Active Campaign Import

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Prepare Csv File For Active Campaign Import). It would conserve 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 possible time savings.

ConvertKit’s e-mail modifying experience is really plain, but easy to browse. Their design templates are restricted, which is fine with me, but their email modifying experience is somewhat easier in that you can produce inline images, and you can develop a totally plain e-mail, and even modify the underlying HTML. If you desire to make some quick 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 email. Keep in mind 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 wanted to change backward and forward in between different e-mails, I would intuitively be inclined open the very same automation in various tabs, then open the particular e-mails from each of those tabs.

Prepare Csv File For Active Campaign Import

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 every one, or you can Command + Click to open each in a new tab to more easily edit your whole series. Prepare Csv File For Active Campaign Import. Contrast that with ConvertKit’s Series.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Prepare Csv File For Active Campaign Import. But choosing an e-mail marketing platform is like selecting a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has limited division choices.

You can combine qualities with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can only segment by AND/OR, however MailChimp’s Pro strategy allows more advanced segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw many others, a few of which I have actually currently discussed.

Prepare Csv File For Active Campaign Import

ConvertKit. If I weren’t on ActiveCampaign, I would most likely 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 sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.