Active Campaign Crm W/ Sales Automation

You can also see whether the completion rate has increased or decreased, the length of time it considers 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 favorite feature. It conserves me a lot of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a similar function.

Let’s say you have the given name of only some of your contacts, which is the case with my list. I normally do not need a given name to sign up to my list, but in some cases I get a given name, such as when someone buys a product. Wouldn’t it be great to welcome your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and after that their given name. If they don’t, I just state “Hey there,” (). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s very first name.

I produced 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 truly conserve me a lot of time is by allowing me use the same automation over and over again for my webinars, and I can quickly alter 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 various variables here, such as the date and time of the webinar, the cost of the item, deal terms, discount coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule changes or offer modifications.

And here it is in an e-mail. This message variable allows me to quickly 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 best e-mail modifying experience. I truly like to send easy emails.

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 cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I developed. The user interface for the HTML editor appears like it was pulled from some free open-source task. .

However, adding images is a little a chore. You need to choose them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor needs that you compose entirely in HTML. The option to this, if you wish to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You need different text boxes for above and listed below the image. Lately I have actually started using ActiveCampaign’s rich text editor. They have some good templates, but I still wish to send the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t eliminate – .

However, with some changes, I can make my email pretty fundamental. I can make it immediately use up the whole window, and I can modify the typography to be slightly bigger, and have a bit more leading. The most frustrating part of ActiveCampaign’s abundant full-screen editor is adding images. Envision you have actually simply typed out an excellent email. .

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

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

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (). It would conserve me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s e-mail editing experience is really plain, however easy to browse. Their design templates are restricted, which is great with me, but their e-mail modifying experience is somewhat simpler because you can produce inline images, and you can produce a completely plain e-mail, 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 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to switch back and forth in between different emails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective e-mails from each of those tabs.

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 new tab to more easily edit your entire series. . Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – . But picking an email marketing platform is like picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

You can integrate qualities with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only segment by AND/OR, nevertheless MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw numerous others, a few of which I’ve currently pointed out.

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 segmentations alternatives aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.