Active Campaign Set Up Salesforce

You can also see whether the completion rate has actually increased or reduced, for how long it considers contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my favorite feature. It saves 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 state you have the given name of just some of your contacts, which is the case with my list. I typically do not need a given name to sign up to my list, but sometimes I get a given name, such as when someone buys an item. Wouldn’t it be nice 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 added by other systems, such as a dash, or “Guest.” If they have a very first name, I say “Hey,” and after that their first name. If they don’t, I simply say “Hey there,” (). By developing a Message Variable in ActiveCampaign, I can quickly change 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 email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a lot of time is by allowing me utilize the same automation over and over once 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 rate 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 changes or deal changes.

And here it remains in an email. This message variable allows me to quickly change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp occurs to have the best e-mail editing experience. I actually like to send out easy e-mails.

I have actually discovered that really hard 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 activated by a fundamental template I produced. The interface for the HTML editor looks like it was pulled from some totally free open-source project. .

However, including images is a bit of a chore. You need to choose them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The option to this, if you want to have control over the HTML, is to modify pure HTML, with a preview on the side.

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

But, with some changes, I can make my e-mail pretty standard. I can make it automatically use up the entire window, and I can modify the typography to be a little larger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is adding images. Imagine you have actually simply typed out a great e-mail. .

You can’t simply add an image to a block of text. Rather, you have to create 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 stay constant. That’s something to deal with when you wish to add one image, however when you desire to include a number of, it ends up being a huge chore.

They even have a standard mage editor where you can crop the image – . MailChimp’s editor is the finest 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 develop a truly plain e-mail, offered you make a basic template first.

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that potential time cost savings.

ConvertKit’s e-mail editing experience is extremely plain, however easy to navigate. Their templates are limited, which is great with me, however their email modifying experience is a little simpler in that you can develop inline images, and you can develop an absolutely plain email, and even modify the underlying HTML. If you desire to make some quick 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 email. 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 desired to change back and forth in between different e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular e-mails from each of those tabs.

In the Automations area, there’s a “Manage Messages” location. 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 brand-new tab to more quickly edit your entire series. . Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – . But selecting an e-mail marketing platform resembles selecting a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division choices.

You can integrate attributes with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only section by AND/OR, however MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw many others, a few of which I have actually 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 divisions choices aren’t as sophisticated either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.