Record Calls In Active Campaign

Record Calls In Active Campaign

Record Calls In Active CampaignRecord Calls In Active Campaign

You can also see whether the completion rate has increased or decreased, 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 preferred function. It conserves me a heap of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s state you have the given name of just some of your contacts, which is the case with my list. I generally don’t require a very first name to sign up to my list, however in some cases 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 events 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 “Guest.” If they have a given name, I say “Hey,” and then their first name. If they do not, I just say “Hey there,” (Record Calls In 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.

Record Calls In Active Campaign

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 actually save me a great deal of time is by enabling me utilize the very same automation over and over again for my webinars, and I can quickly alter out all of the information.

Record Calls In Active CampaignRecord Calls In 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 cost of the item, offer terms, voucher code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule changes or deal changes.

And here it is in an email. This message variable enables me to easily alter out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp happens to have the very best email modifying experience. I really like to send out basic e-mails.

Record Calls In Active Campaign

I have actually discovered that really difficult to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I developed. The interface for the HTML editor looks like it was pulled from some free open-source project. Record Calls In Active Campaign.

However, adding images is a little bit of a task. You have to choose them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You require different text boxes for above and listed below the image. Recently I have begun using ActiveCampaign’s abundant text editor. They have some great templates, however I still wish to send the plainest e-mail possible. They do have some plain-looking emails, but they have some degree of very little format, which you can’t remove – Record Calls In Active Campaign.

Record Calls In Active Campaign

However, with some adjustments, I can make my e-mail quite fundamental. I can make it automatically use up the whole window, and I can modify the typography to be slightly bigger, 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 a fantastic e-mail. Record Calls In Active Campaign.

You can’t merely add an image to a block of text. Instead, you have 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 changes, you’ll need to watch on those to stay consistent. That’s something to handle when you wish to include one image, but when you wish to add several, it becomes a big task.

They even have a basic mage editor where you can crop the image – Record Calls In Active Campaign. MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can create a genuinely plain e-mail, provided you make a standard design template initially.

Record Calls In Active Campaign

MailChimp’s integrated image editor is incredibly powerful. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Record Calls In 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 offset that prospective time savings.

ConvertKit’s email editing experience is really plain, however simple to navigate. Their design templates are restricted, which is fine with me, but their e-mail modifying experience is slightly easier in that you can develop inline images, and you can create an absolutely plain email, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails 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 disabled Command + Click from the automation editor. If I desired to change backward and forward between numerous emails, I would intuitively be inclined open the same automation in various tabs, then open the respective e-mails from each of those tabs.

Record Calls In Active Campaign

In the Automations area, there’s a “Handle Messages” location. 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 new tab to more quickly edit your entire series. Record Calls In Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Record Calls In Active Campaign. However picking an e-mail marketing platform is like selecting a spouse. 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 limited segmentation alternatives.

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro plan permits more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw numerous others, a few of which I’ve currently discussed.

Record Calls In Active Campaign

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

Record Calls In Active Campaign

Record Calls In Active Campaign

Record Calls In Active CampaignRecord Calls In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a type 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 email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (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 details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Record Calls In Active Campaign.

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

Record Calls In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date happens A custom field is upgraded with a particular worth 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 way I build my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to develop it. Many online marketers develop really basic e-mail sequences for their “email courses.” A contact signs up, and after that that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

Record Calls In Active Campaign

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Record Calls In 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” e-mail to get the trainees all set for next week’s course, and encourage them to share it with good 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 early morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the same e-mail to everyone on my list. I want to send them the proper e-mail for their level of engagement – Record Calls In Active Campaign. Record Calls In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently acquired the product I pitch in the webinar.

Record Calls In Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. Record Calls In Active Campaign.

This enables 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 include tags based upon whether the contact signed up, attended, missed, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more 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 e-mails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Record Calls In 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, 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 one of those cases where I wish ActiveCampaign had a more out-of-the-box service. 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 non-active subscribers, which I don’t recommend.

Some subscribers don’t have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they have actually already been eliminated from the automation utilizing a separate automation) – Record Calls In Active Campaign.

Record Calls In Active Campaign

Record Calls In Active CampaignRecord Calls In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This type includes a tag that I utilize to filter those contacts out. Record Calls In Active Campaign. I utilized to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send out a simple “do you still desire my emails?” verification.