Active Campaign Salesforce Integration

You can likewise see whether the conclusion rate has actually increased or decreased, how long it considers contacts to reach that objective, 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 conserves me a load of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable function.

Let’s say you have the very first name of just a few of your contacts, which holds true with my list. I normally don’t need a given name to sign up to my list, however often I get a given name, such as when somebody 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, but it’s troublesome.

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

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a lot of time is by allowing me use 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 bunch of different variables here, such as the date and time of the webinar, the price of the product, offer terms, discount coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule modifications or offer changes.

And here it remains in an e-mail. This message variable allows me to easily alter out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp occurs to have the best e-mail modifying experience. I actually like to send basic emails.

I’ve discovered that extremely tough to do with ActiveCampaign. For awhile, I was modifying e-mails 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 design template I developed. The user interface for the HTML editor appears like it was pulled from some free open-source project. .

However, including images is a little bit of a task. You need to select them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML email 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 sneak peek on the side.

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You need separate text boxes for above and below the image. Recently I have begun using ActiveCampaign’s abundant full-screen editor. They have some good design templates, but I still wish to send out the simplest email possible. They do have some plain-looking e-mails, however they have some degree of minimal formatting, which you can’t eliminate – .

But, with some changes, I can make my email pretty fundamental. I can make it automatically take up the whole window, and I can tweak the typography to be a little larger, and have a little more leading. The most aggravating part of ActiveCampaign’s abundant full-screen editor is including images. Picture you’ve just typed out a fantastic email. .

You can’t just add an image to a block of text. Instead, you have to produce two blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll have to watch on those to stay consistent. That’s something to deal with when you desire to include one image, but when you wish to add numerous, it ends up being a huge chore.

They even have a basic 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 tried. You have access to the underlying code, so you can produce a truly plain e-mail, provided you make a basic design template first.

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

ConvertKit’s email editing experience is very plain, however simple to browse. Their design templates are restricted, which is great with me, however their email editing experience is a little easier because you can create inline images, and you can create 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 cumbersome.

I’ll click on 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired 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” location. 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 easily edit your entire series. . Contrast that with ConvertKit’s Series.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – . However choosing an e-mail marketing platform resembles choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

You can integrate attributes 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, nevertheless MailChimp’s Pro strategy allows more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw numerous others, some of which I’ve already pointed out.

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are much simpler to develop, though they aren’t as flexible as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.