Setup Active Campaign Behavior Targeting

Setup Active Campaign Behavior Targeting

Setup Active Campaign Behavior TargetingSetup Active Campaign Behavior Targeting

You can also see whether the conclusion rate has increased or decreased, for how long it considers contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my favorite function. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the given name of only a few of your contacts, which holds true with my list. I typically 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. Would not it be good to welcome your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and then their very first name. If they do not, I just state “Hey there,” (Setup Active Campaign Behavior Targeting). By developing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether or not I have the contact’s very first name.

Setup Active Campaign Behavior Targeting

I created a variable that’s simply %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a great deal of time is by allowing me utilize the exact same automation over and over again for my webinars, and I can quickly change out all of the information.

Setup Active Campaign Behavior TargetingSetup Active Campaign Behavior Targeting

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 product, deal terms, coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule modifications or offer modifications.

And here it is in an email. 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 e-mail modifying experience. I changed from MailChimp, and MailChimp occurs to have the very best e-mail editing experience. I actually like to send simple emails.

Setup Active Campaign Behavior Targeting

I have actually found that very hard to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard design template I produced. The interface for the HTML editor appears like it was pulled from some complimentary open-source project. Setup Active Campaign Behavior Targeting.

Nevertheless, adding images is a bit of a chore. You have to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The alternative to this, if you desire to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require different text boxes for above and below the image. Lately I have started utilizing ActiveCampaign’s rich full-screen editor. They have some nice design templates, but I still desire to send the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t get rid of – Setup Active Campaign Behavior Targeting.

Setup Active Campaign Behavior Targeting

But, with some adjustments, I can make my email pretty standard. I can make it instantly use up the entire window, and I can tweak the typography to be a little bigger, and have a little more leading. The most discouraging part of ActiveCampaign’s abundant text editor is including images. Envision you’ve just typed out a terrific e-mail. Setup Active Campaign Behavior Targeting.

You can’t simply include an image to a block of text. Rather, you have to develop 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting modifications, you’ll have to watch on those to remain constant. That’s one thing to deal with when you want to add one image, however when you wish to include a number of, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – Setup Active Campaign Behavior Targeting. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can develop a genuinely plain email, offered you make a standard template initially.

Setup Active Campaign Behavior Targeting

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (Setup Active Campaign Behavior Targeting). It would save me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time cost savings.

ConvertKit’s e-mail modifying experience is extremely plain, however simple to navigate. Their templates are restricted, which is great with me, but their e-mail editing experience is a little simpler because you can produce inline images, and you can create an absolutely plain e-mail, and even modify 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 email. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change back and forth between various emails, I would intuitively be inclined open the same automation in different tabs, then open the respective e-mails from each of those tabs.

Setup Active Campaign Behavior Targeting

In the Automations section, there’s a “Manage Messages” location. 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 brand-new tab to more quickly edit your entire sequence. Setup Active Campaign Behavior Targeting. Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Setup Active Campaign Behavior Targeting. But picking an email marketing platform resembles picking a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division options.

You can combine characteristics 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, however MailChimp’s Pro strategy enables more advanced segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw many others, some of which I have actually already discussed.

Setup Active Campaign Behavior Targeting

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

Setup Active Campaign Behavior Targeting

Setup Active Campaign Behavior Targeting

Setup Active Campaign Behavior TargetingSetup Active Campaign Behavior Targeting

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (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 readily available in ActiveCampaign’s automations are: Send out an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip 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 details Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Setup Active Campaign Behavior Targeting.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom field is updated with a specific value From there, you can create Conditions, to examine whether the contact has a specific tag or customized field value.

Setup Active Campaign Behavior Targeting

You can likewise produce Occasions, 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 purchases A date takes place A customized field is updated with a specific worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I want to develop it. Lots of online marketers build really simple email series for their “email courses.” A contact register, and then that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

Setup Active Campaign Behavior Targeting

Here’s the automation I use to invite 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 (Setup Active Campaign Behavior Targeting).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the students prepared 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 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 do not desire to send the exact same e-mail to every person on my list. I wish to send them the proper e-mail for their level of engagement – Setup Active Campaign Behavior Targeting. Setup Active Campaign Behavior Targeting. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already acquired the product I pitch in the webinar.

Setup Active Campaign Behavior Targeting

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 register, they right away hit the “Goal” toward 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. Setup Active Campaign Behavior Targeting.

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 registered, went to, missed, or based upon the length of time they remained 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 promos tab. People who do not open my e-mails make it harder for other e-mails to get to the people who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Setup Active Campaign Behavior Targeting

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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, one month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.

Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation utilizing a separate automation) – Setup Active Campaign Behavior Targeting.

Setup Active Campaign Behavior Targeting

Setup Active Campaign Behavior TargetingSetup Active Campaign Behavior Targeting

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 know that they don’t have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. Setup Active Campaign Behavior Targeting. I used to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my e-mails?” verification.