Use Active Campaign As Help Desk

Use Active Campaign As Help Desk

Use Active Campaign As Help DeskUse Active Campaign As Help Desk

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a certain 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 an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid 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 details Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Use Active Campaign As Help Desk.

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

Use Active Campaign As Help Desk

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date happens A custom-made field is upgraded with a certain worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to build it. Many marketers construct really simple e-mail series for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

Use Active Campaign As Help Desk

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (Use Active Campaign As Help Desk).” 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 all set for next week’s course, and motivate them to share it with pals.

The contact will start getting lessons the following Monday 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 early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the very same e-mail to every person on my list. I wish to send them the appropriate email for their level of engagement – Use Active Campaign As Help Desk. Use Active Campaign As Help Desk. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already acquired the item I pitch in the webinar.

Use Active Campaign As Help Desk

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. 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 contributed to an automation promoting a rebroadcast of the webinar. Use Active Campaign As Help Desk.

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 include tags based upon whether the contact signed up, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Use Active Campaign As Help Desk

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

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not recommend.

Some customers do not have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation using a different automation) – Use Active Campaign As Help Desk.

Use Active Campaign As Help Desk

Use Active Campaign As Help DeskUse Active Campaign As Help Desk

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 allowed. This type includes a tag that I utilize to filter those contacts out. Use Active Campaign As Help Desk. I used to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my emails?” confirmation.

Use Active Campaign As Help Desk

Use Active Campaign As Help Desk

Use Active Campaign As Help DeskUse Active Campaign As Help Desk

You can likewise see whether the completion rate has actually increased or reduced, the length of time it takes for 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 preferred function. It saves me a ton of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable feature.

Let’s say you have the first name of only a few of your contacts, which holds true with my list. I normally don’t need a given name to sign up to my list, but sometimes I get a given name, such as when somebody buys a product. Would not it be great 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 added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and after that their given name. If they don’t, I simply say “Hey there,” (Use Active Campaign As Help Desk). By developing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether or not I have the contact’s first name.

Use Active Campaign As Help Desk

I created 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 really save me a lot of time is by enabling me use the exact same automation over and over once again for my webinars, and I can quickly alter out all of the information.

Use Active Campaign As Help DeskUse Active Campaign As Help Desk

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 product, offer terms, voucher 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 is in an email. This message variable enables me to quickly alter out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp happens to have the best e-mail editing experience. I really like to send simple emails.

Use Active Campaign As Help Desk

I’ve found that extremely tough to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental design template I created. The user interface for the HTML editor looks like it was pulled from some totally free open-source task. Use Active Campaign As Help Desk.

Nevertheless, adding images is a little a chore. You need 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 want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich text editor is a cumbersome experience. You need different text boxes for above and listed below the image. Lately I have begun utilizing ActiveCampaign’s rich text editor. They have some good design templates, however I still want to send the plainest email possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t eliminate – Use Active Campaign As Help Desk.

Use Active Campaign As Help Desk

However, with some changes, I can make my email pretty standard. I can make it automatically take up the entire window, and I can modify the typography to be somewhat larger, and have a bit more leading. The most discouraging part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you’ve just typed out a fantastic email. Use Active Campaign As Help Desk.

You can’t merely add an image to a block of text. Rather, you need to create 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll have to watch on those to remain constant. That’s something to handle when you wish to add one image, but when you desire to include several, it ends up being a huge chore.

They even have a fundamental mage editor where you can crop the image – Use Active Campaign As Help Desk. 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 really plain e-mail, provided you make a standard design template initially.

Use Active Campaign As Help Desk

MailChimp’s integrated image editor is incredibly powerful. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (Use Active Campaign As Help Desk). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that possible time savings.

ConvertKit’s e-mail editing experience is very plain, but simple to browse. Their templates are restricted, which is fine with me, but their email modifying experience is somewhat easier in that you can develop inline images, and you can create a completely plain e-mail, and even edit the underlying HTML. If you desire to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an e-mail, and it takes me to the editor for that e-mail. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change back and forth in between different emails, I would intuitively be inclined open the very same automation in various tabs, then open the respective e-mails from each of those tabs.

Use Active Campaign As Help Desk

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 edit each one, or you can Command + Click to open each in a new tab to more easily modify your entire sequence. Use Active Campaign As Help Desk. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Use Active Campaign As Help Desk. However choosing an email marketing platform resembles choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation choices.

You can integrate characteristics with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can just section by AND/OR, nevertheless MailChimp’s Pro plan permits more sophisticated segmenting, for an additional $199 a month. In my look for the ideal email marketing platform, I saw lots of others, a few of which I’ve already discussed.

Use Active Campaign As Help Desk

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