Send To Contacts With A Tag Active Campaign

Send To Contacts With A Tag Active Campaign

Send To Contacts With A Tag Active CampaignSend To Contacts With A Tag Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” plan) 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 offered in ActiveCampaign’s automations are: Send out an e-mail Inform a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the objective’s place 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 Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Send To Contacts With A Tag Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a particular worth From there, you can create Conditions, to check whether the contact has a particular tag or custom-made field worth.

Send To Contacts With A Tag Active Campaign

You can also develop Occasions, 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 takes place A customized field is upgraded with a certain value You do not develop emails in ConvertKit’s Automations.

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

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. 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 begins each Monday morning. When I initially tried this method, I was on MailChimp.

Send To Contacts With A Tag 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 out all contacts a “welcome e-mail (Send To Contacts With A Tag Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up e-mail 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 want to send out the same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – Send To Contacts With A Tag Active Campaign. Send To Contacts With A Tag Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already acquired the item I pitch in the webinar.

Send To Contacts With A Tag Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Send To Contacts With A Tag 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 add tags based upon whether the contact signed up, went to, missed out on, or based upon how long 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 emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to the individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

Send To Contacts With A Tag Active Campaign

Here’s an automation I got 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, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not advise.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they’ve already been removed from the automation utilizing a separate automation) – Send To Contacts With A Tag Active Campaign.

Send To Contacts With A Tag Active Campaign

Send To Contacts With A Tag Active CampaignSend To Contacts With A Tag Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking enabled. This kind adds a tag that I use to filter those contacts out. Send To Contacts With A Tag Active Campaign. I utilized to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my e-mails?” verification.

Send To Contacts With A Tag Active Campaign

Send To Contacts With A Tag Active Campaign

Send To Contacts With A Tag Active CampaignSend To Contacts With A Tag Active Campaign

You can also see whether the completion rate has increased or reduced, for how long 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 favorite feature. It conserves me a lots 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 first name of only a few of your contacts, which is the case with my list. I generally do not need a very first name to register to my list, however often I get a first name, such as when somebody buys an item. 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 first name, I state “Hey,” and after that their very first name. If they do not, I just say “Hey there,” (Send To Contacts With A Tag Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily change my greeting according to whether I have the contact’s first name.

Send To Contacts With A Tag Active Campaign

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

Send To Contacts With A Tag Active CampaignSend To Contacts With A Tag Active Campaign

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 price 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 offer modifications.

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

Send To Contacts With A Tag 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 quite cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard design template I developed. The interface for the HTML editor appears like it was pulled from some totally free open-source project. Send To Contacts With A Tag Active Campaign.

However, adding images is a little a task. You have to pick them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor requires that you make up completely in HTML. The option 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 full-screen editor is a cumbersome experience. You require separate text boxes for above and below the image. Lately I have begun utilizing ActiveCampaign’s rich text editor. They have some good design templates, however I still wish to send out the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t remove – Send To Contacts With A Tag Active Campaign.

Send To Contacts With A Tag Active Campaign

However, with some changes, I can make my e-mail quite fundamental. I can make it instantly take up the whole window, and I can fine-tune the typography to be slightly bigger, and have a bit more leading. The most discouraging part of ActiveCampaign’s abundant text editor is adding images. Picture you’ve simply typed out an excellent email. Send To Contacts With A Tag Active Campaign.

You can’t just include an image to a block of text. Rather, you have to produce two blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll need to keep an eye on those to stay constant. That’s one thing to deal with when you wish to include one image, but when you wish to include several, it ends up being a big chore.

They even have a standard mage editor where you can crop the image – Send To Contacts With A Tag Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can develop a genuinely plain e-mail, offered you make a basic design template first.

Send To Contacts With A Tag Active Campaign

MailChimp’s integrated image editor is very powerful. You can resize, crop, and include customized text to your images. I miss out on MailChimp’s email-editing experience (Send To Contacts With A Tag Active Campaign). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than make up for that prospective time cost savings.

ConvertKit’s e-mail editing experience is really plain, however easy to browse. Their design templates are limited, which is great with me, however their email editing experience is a little simpler because you can develop inline images, and you can create a completely plain email, and even edit the underlying HTML. If you want to make some quick edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an email, 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 disabled Command + Click from the automation editor. If I wished to switch backward and forward in between various emails, I would intuitively be inclined open the same automation in numerous tabs, then open the respective e-mails from each of those tabs.

Send To Contacts With A Tag Active Campaign

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 edit each one, or you can Command + Click to open each in a brand-new tab to more easily edit your entire series. Send To Contacts With A Tag Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Send To Contacts With A Tag Active Campaign. But picking an email marketing platform is like choosing a partner. ActiveCampaign offsets 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 actually limited segmentation choices.

You can integrate characteristics 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 section by AND/OR, however MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw lots of others, a few of which I’ve already mentioned.

Send To Contacts With A Tag Active Campaign

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