Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer ServiceUsing Active Campaign To Automate Customer Service

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – Using Active Campaign To Automate Customer Service.

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

Using Active Campaign To Automate Customer Service

You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact purchases A date takes place A custom-made field is updated with a specific value 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 method I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I ‘d like to develop it. Many online marketers build very easy e-mail sequences for their “email courses.” A contact signs up, and then that contact right away starts getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.

Using Active Campaign To Automate Customer Service

Here’s the automation I utilize 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 email (Using Active Campaign To Automate Customer Service).” The automation validates 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” e-mail to get the students all set for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment 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 don’t wish to send out the very same e-mail to everyone on my list. I want to send them the suitable e-mail for their level of engagement – Using Active Campaign To Automate Customer Service. Using Active Campaign To Automate Customer Service. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently bought the product I pitch in the webinar.

Using Active Campaign To Automate Customer Service

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly struck the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Using Active Campaign To Automate Customer Service.

This allows me to customize 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 out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

Using Active Campaign To Automate Customer Service

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 adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be frustrating at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t advise.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish 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 explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they’ve currently been removed from the automation using a different automation) – Using Active Campaign To Automate Customer Service.

Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer ServiceUsing Active Campaign To Automate Customer Service

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking allowed. This kind adds a tag that I use to filter those contacts out. Using Active Campaign To Automate Customer Service. 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 a simple “do you still desire my emails?” verification.

Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer Service

Using Active Campaign To Automate Customer ServiceUsing Active Campaign To Automate Customer Service

You can likewise see whether the completion rate has increased or decreased, the length of time it takes for contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s say you have the given name of only a few of your contacts, which is the case with my list. I typically don’t need a very first name to register to my list, however in some cases I get a given name, such as when someone purchases a product. Wouldn’t it be good to welcome 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 “Guest.” If they have a given name, I say “Hey,” and after that their given name. If they don’t, I just say “Hey there,” (Using Active Campaign To Automate Customer Service). By developing a Message Variable in ActiveCampaign, I can easily change my greeting according to whether I have the contact’s very first name.

Using Active Campaign To Automate Customer Service

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really conserve me a great deal of time is by allowing me utilize the very same automation over and over once again for my webinars, and I can quickly change out all of the information.

Using Active Campaign To Automate Customer ServiceUsing Active Campaign To Automate Customer Service

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 new webinar, I can alter each of these variables to match any schedule changes or offer changes.

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

Using Active Campaign To Automate Customer Service

I have actually found that very hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental design template I produced. The user interface for the HTML editor looks like it was pulled from some complimentary open-source task. Using Active Campaign To Automate Customer Service.

However, including images is a little bit of a chore. You need to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up totally in HTML. The option to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant text editor is a clunky experience. You require separate text boxes for above and listed below the image. Recently I have actually begun using ActiveCampaign’s abundant full-screen editor. They have some nice design templates, however I still want to send out the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t eliminate – Using Active Campaign To Automate Customer Service.

Using Active Campaign To Automate Customer Service

However, with some adjustments, I can make my email pretty fundamental. I can make it automatically use up the entire window, and I can modify the typography to be a little bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich text editor is adding images. Picture you have actually just typed out a great email. Using Active Campaign To Automate Customer Service.

You can’t merely add an image to a block of text. Rather, you need 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 keep an eye on those to stay consistent. That’s something to deal with when you wish to add one image, however when you desire to include several, it becomes a huge task.

They even have a fundamental mage editor where you can crop the image – Using Active Campaign To Automate Customer Service. MailChimp’s editor is the best I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a genuinely plain e-mail, supplied you make a standard template first.

Using Active Campaign To Automate Customer Service

MailChimp’s integrated image editor is exceptionally powerful. You can resize, crop, and include customized text to your images. I miss out on MailChimp’s email-editing experience (Using Active Campaign To Automate Customer Service). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than offset that possible time savings.

ConvertKit’s email editing experience is extremely plain, but simple to browse. Their templates are limited, which is great with me, but their e-mail editing experience is a little simpler because you can produce inline images, and you can produce an absolutely plain e-mail, and even modify the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to switch backward and forward in between numerous emails, I would intuitively be inclined open the same automation in various tabs, then open the particular e-mails from each of those tabs.

Using Active Campaign To Automate Customer Service

In the Automations section, 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 brand-new tab to more quickly edit your whole sequence. Using Active Campaign To Automate Customer Service. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Using Active Campaign To Automate Customer Service. However selecting 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 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 just segment by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw many others, some of which I have actually currently discussed.

Using Active Campaign To Automate Customer Service

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 segmentations options aren’t as sophisticated either. They likewise do not have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.