Active Campaign Sage Integration

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

Let’s say you have the very first name of only some of your contacts, which is the case with my list. I usually don’t need a given name to register to my list, however sometimes 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 events when you have it? You can do this, however it’s cumbersome.

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

I produced a variable that’s just %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 actually conserve me a lot of time is by enabling me utilize the very 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 price of the product, deal terms, discount coupon code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule changes or offer changes.

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

I have actually found that really tough to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard design template I produced. The interface for the HTML editor looks like it was pulled from some totally free open-source task. .

However, adding images is a little a task. You have to choose them from a file web 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 desire to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have begun utilizing ActiveCampaign’s rich text editor. They have some great design templates, but I still wish to send out the plainest email possible. They do have some plain-looking e-mails, however they have some degree of very little format, which you can’t remove – .

However, with some adjustments, I can make my e-mail pretty fundamental. I can make it automatically use up the entire window, and I can tweak the typography to be a little bigger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Picture you have actually just typed out a great email. .

You can’t just include 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 changes, you’ll need to watch on those to remain constant. That’s one thing to deal with when you wish to add one image, but when you wish to add several, it becomes a big 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 e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can create a genuinely plain email, offered you make a standard template initially.

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that potential time 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 editing experience is slightly much easier because you can create inline images, and you can develop a completely plain e-mail, 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 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to change backward and forward between different emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective e-mails 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 modify every one, or you can Command + Click to open each in a new tab to more quickly edit your whole series. . Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – . However selecting an email marketing platform resembles selecting a spouse. ActiveCampaign offsets 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 limited 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 enables more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw many others, a few of which I’ve already mentioned.

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations choices aren’t as sophisticated either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.