Active Campaign How To Pull Report Of Activities Tasks

You can likewise see whether the conclusion rate has actually increased or decreased, the length of time 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 heap of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a comparable feature.

Let’s say you have the given name of only a few of your contacts, which holds true with my list. I usually don’t require a very first name to register to my list, however sometimes I get a given name, such as when somebody purchases a product. Wouldn’t it be great to greet your contacts by name, in the events 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 “Guest.” If they have a very first name, I state “Hey,” and then their very first name. If they do not, I just say “Hey there,” (). By building a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether or not I have the contact’s first name.

I developed 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 conserve me a lot of time is by enabling me utilize the exact same automation over and over again for my webinars, and I can quickly alter out all of the details.

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of different variables here, such as the date and time of the webinar, the price of the item, deal 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 remains in an e-mail. This message variable enables me to quickly change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp occurs to have the very best e-mail modifying experience. I truly like to send out simple e-mails.

I have actually discovered that very tough to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I produced. The user interface for the HTML editor looks like it was pulled from some totally free open-source project. .

However, adding images is a little bit of a chore. You need to choose them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor requires that you make up entirely in HTML. The alternative 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 rich full-screen editor is a clunky experience. You need different text boxes for above and listed below the image. Recently I have actually started utilizing ActiveCampaign’s rich full-screen editor. They have some great templates, but I still desire to send out the simplest e-mail possible. They do have some plain-looking emails, but they have some degree of minimal formatting, which you can’t eliminate – .

But, with some adjustments, I can make my email pretty fundamental. I can make it automatically use up the entire window, and I can fine-tune the typography to be a little bigger, and have a little bit more leading. The most aggravating part of ActiveCampaign’s abundant full-screen editor is adding images. Imagine you have actually just typed out a fantastic 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 remain consistent. That’s something to deal with when you wish to add one image, but when you desire to add 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 have actually seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can create a really plain email, provided you make a fundamental design template first.

MailChimp’s integrated image editor is extremely powerful. 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 very same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than offset that prospective time cost savings.

ConvertKit’s email editing experience is really plain, however simple to navigate. Their templates are limited, which is fine with me, however their e-mail modifying experience is a little much easier in that you can create inline images, and you can develop a completely plain email, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an e-mail, 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 wanted 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.

In the Automations section, there’s a “Handle Messages” area. 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 modify your entire series. . Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – . However choosing an email marketing platform is like choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

You can integrate 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 just segment by AND/OR, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an extra $199 a month. In my search for the ideal e-mail marketing platform, I saw lots of others, some of which I have actually currently discussed.

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

Active Campaign How To Pull Report Of Activities Tasks

You can likewise see whether the completion rate has actually increased or decreased, for how long it takes for contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s say you have the first name of just some of your contacts, which holds true with my list. I normally do not require a very first name to register to my list, however sometimes I get a first name, such as when someone purchases 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 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 state “Hey,” and after that their first name. If they do not, I simply say “Hey there,” (). By developing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether I have the contact’s given name.

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 allowing me use the exact same automation over and over once again for my webinars, and I can rapidly change out all of the information.

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

And here it is in an e-mail. This message variable allows me to easily alter out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp takes place to have the finest email editing experience. I truly like to send out basic emails.

I have actually discovered that really hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard design template I created. The interface for the HTML editor appears like it was pulled from some free open-source task. .

Nevertheless, adding images is a bit of a task. You have to choose them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor needs that you make up entirely in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s rich text editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have begun using ActiveCampaign’s abundant full-screen editor. They have some nice templates, however I still want 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 get rid of – .

But, with some adjustments, I can make my e-mail pretty basic. I can make it immediately take up the whole window, and I can modify the typography to be a little larger, and have a little bit more leading. The most frustrating part of ActiveCampaign’s rich full-screen editor is including images. Imagine you’ve just typed out a terrific e-mail. .

You can’t just add an image to a block of text. Rather, you need to produce 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 keep an eye on those to remain constant. That’s something to handle when you wish to add one image, however when you wish to include a number of, it becomes a big task.

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 e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can create a really plain email, provided you make a standard template initially.

MailChimp’s integrated image editor is extremely powerful. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (). It would conserve me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail modifying experience is very plain, but simple to navigate. Their design templates are limited, which is great with me, however their email editing experience is somewhat easier in that you can create inline images, and you can produce a totally plain email, and even modify the underlying HTML. If you wish to make some quick 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. Note that I can’t even Command + Click to open it in another tab. Whether they indicated to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to change back and forth between different emails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails from each of those tabs.

In the Automations area, there’s a “Handle Messages” area. 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 quickly modify your entire sequence. . Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – . However choosing an e-mail marketing platform resembles picking a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation choices.

You can combine qualities with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just section by AND/OR, however MailChimp’s Pro plan enables more advanced segmenting, for an extra $199 a month. In my look for the best e-mail marketing platform, I saw many others, a few of which I’ve currently pointed out.

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.