Active Campaign How To Put Contact Through Automation Multiple Times

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

Let’s state you have the given name of just some of your contacts, which holds true with my list. I generally don’t require a given name to register to my list, however sometimes I get a first name, such as when somebody buys an item. 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 also filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and then their very first name. If they do not, I just say “Hey there,” (). By constructing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s very first name.

I created a variable that’s merely %greeting-hey%. If I have the contact’s name, it shows up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a lot of time is by enabling me utilize the very same automation over and over once again for my webinars, and I can quickly alter out all of the information.

Here are variables 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 rate of the product, deal terms, discount coupon code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule modifications or offer modifications.

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

I’ve found that really difficult to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental template I created. The user interface for the HTML editor looks like it was pulled from some free open-source project. .

Nevertheless, including images is a bit of a task. You need to select them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The alternative 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 rich text editor is a cumbersome experience. You need different text boxes for above and below the image. Lately I have begun using ActiveCampaign’s abundant text editor. They have some great templates, however I still wish to send out the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of very little formatting, which you can’t get rid of – .

But, with some modifications, I can make my e-mail quite standard. I can make it automatically use up the whole window, and I can fine-tune the typography to be a little bigger, and have a little more prominent. The most frustrating part of ActiveCampaign’s abundant full-screen editor is including images. Imagine you’ve just typed out a great e-mail. .

You can’t just include an image to a block of text. Instead, you have to create two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll have to keep an eye on those to stay constant. That’s one thing to handle when you desire to add one image, but when you wish to add a number of, it becomes a huge task.

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

MailChimp’s built-in image editor is very powerful. You can resize, crop, and include customized 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 possible time cost savings.

ConvertKit’s email editing experience is really plain, but easy to browse. Their design templates are limited, which is great with me, but their email editing experience is somewhat easier because you can produce inline images, and you can create a completely plain email, and even modify the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

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 wanted to switch back and forth in between various emails, I would intuitively be inclined open the very same automation in numerous tabs, then open the respective emails from each of those tabs.

In the Automations section, there’s a “Manage 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 new tab to more easily modify your entire series. . Contrast that with ConvertKit’s Series.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – . But picking an e-mail marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation options.

You can combine attributes with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro plan permits more advanced segmenting, for an additional $199 a month. In my look for the ideal email marketing platform, I saw many others, some of which I have actually already pointed out.

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much simpler to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions options 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.