Active Campaign Marketing Automation Checklist

You can likewise see whether the completion rate has increased or decreased, how long it considers contacts to reach that goal, 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 conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

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

I created a variable that’s merely %greeting-hey%. If I have the contact’s name, it shows up 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 use the exact same automation over and over once again for my webinars, and I can rapidly 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 various variables here, such as the date and time of the webinar, the rate of the product, offer 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 changes or offer modifications.

And here it is in an e-mail. This message variable enables me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp takes place to have the best e-mail modifying experience. I really like to send out easy emails.

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 used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental design template I produced. The interface for the HTML editor appears like it was pulled from some complimentary open-source task. .

However, including images is a bit of a task. You have to select them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs that you compose completely in HTML. The option to this, if you want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s abundant text editor is a cumbersome experience. You require different text boxes for above and listed below the image. Lately I have actually begun utilizing ActiveCampaign’s abundant text editor. They have some nice design templates, but I still wish to send the plainest email possible. They do have some plain-looking emails, but they have some degree of minimal format, which you can’t remove – .

But, with some modifications, I can make my email quite basic. I can make it automatically use up the whole window, and I can fine-tune the typography to be slightly bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s abundant text editor is including images. Envision you’ve just typed out an excellent e-mail. .

You can’t merely add an image to a block of text. Instead, you need to create two blocks of text: one for prior to the image, and one for after the image. If you have actually made any format changes, you’ll need to keep an eye on those to remain consistent. That’s one thing to deal with when you desire to add one image, but when you wish 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 have actually 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 email, supplied you make a basic template first.

MailChimp’s built-in image editor is incredibly 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 exact 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 simple to browse. Their design templates are limited, which is great with me, however their e-mail modifying experience is somewhat easier in that you can produce inline images, and you can create a totally plain email, and even edit the underlying HTML. If you wish to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an email, and it takes me to the editor for that email. Note 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 wished to switch backward and forward in between different e-mails, I would intuitively be inclined open the very same automation in numerous tabs, then open the particular 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 edit every one, or you can Command + Click to open each in a brand-new tab to more quickly edit your whole series. . Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – . However choosing an email marketing platform is like picking a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited division options.

You can integrate characteristics with an AND/OR operator, and you can blend 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 allows more advanced segmenting, for an additional $199 a month. In my search for the perfect email marketing platform, I saw numerous others, some of which I’ve currently discussed.

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 segmentations choices aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.