Active Campaign Automation Tutorial

You can also see whether the conclusion rate has actually 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 goal. ActiveCampaign’s Message Variables is my preferred function. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s say you have the very first name of only a few of your contacts, which holds true with my list. I generally don’t need a given name to register to my list, however in some cases I get a given name, such as when somebody buys an item. 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 cumbersome.

I’m likewise 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 given name. If they don’t, I simply state “Hey there,” (). By building a Message Variable in ActiveCampaign, I can easily change my greeting according to whether I have the contact’s very first name.

I created 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 truly save me a lot of time is by enabling me use the very same automation over and over once again for my webinars, and I can rapidly change out all of the details.

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

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

I’ve found that extremely hard to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I produced. The user interface for the HTML editor appears like it was pulled from some totally free open-source task. .

However, including images is a little a task. You have to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you make up totally 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 separate text boxes for above and listed below the image. Recently I have begun utilizing ActiveCampaign’s abundant text 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, but they have some degree of very little format, which you can’t remove – .

But, with some changes, I can make my e-mail quite basic. I can make it instantly use up the entire window, and I can modify the typography to be a little larger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s rich full-screen editor is adding images. Envision you have actually just typed out an excellent email. .

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 format modifications, you’ll need to watch on those to remain consistent. That’s one thing to deal with when you wish to include one image, but when you want to include a number of, it ends up being a big chore.

They even have a fundamental mage editor where you can crop the image – . MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can create a truly plain e-mail, provided you make a basic design template first.

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (). It would conserve 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 email editing experience is really plain, but simple to navigate. Their templates are restricted, which is fine with me, however their e-mail modifying experience is a little easier because you can create inline images, and you can develop a totally plain email, and even modify the underlying HTML. If you wish 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 email. Keep in mind 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 different emails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular emails from each of those tabs.

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 edit every one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole series. . Contrast that with ConvertKit’s Sequences.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – . But selecting an email marketing platform resembles selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited division options.

You can combine qualities with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can only segment by AND/OR, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an extra $199 a month. In my search for the best e-mail marketing platform, I saw numerous others, a few of which I have actually currently pointed out.

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