Active Campaign Setup Process

You can also see whether the conclusion rate has actually 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 goal. ActiveCampaign’s Message Variables is my favorite function. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s say you have the first name of just a few of your contacts, which is the case with my list. I usually do not require a given name to sign up to my list, however often I get a given name, such as when someone buys a product. Would not it be good to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a first name, I say “Hey,” and after that their very first name. If they don’t, I just state “Hey there,” (). By constructing a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s first name.

I created 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 conserve me a great deal of time is by allowing me use the very same automation over and over again for my webinars, and I can quickly change out all of the information.

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of different variables here, such as the date and time of the webinar, the price of the product, deal terms, voucher code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule modifications or deal modifications.

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

I have actually found that really difficult to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I created. The interface for the HTML editor appears like it was pulled from some totally free open-source job. .

Nevertheless, including images is a bit of a task. You need to pick them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up totally in HTML. The option to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

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

However, with some changes, I can make my e-mail quite fundamental. I can make it immediately use up the entire window, and I can tweak the typography to be a little bigger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s abundant text editor is adding images. Picture you’ve just typed out a fantastic email. .

You can’t simply include an image to a block of text. Instead, you need to develop 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 keep an eye on those to remain consistent. That’s one thing to handle when you wish to add one image, but when you desire 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 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, provided you make a standard template first.

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

ConvertKit’s email modifying experience is very plain, but simple to navigate. Their templates are restricted, which is fine with me, however their e-mail modifying experience is a little much easier because you can create inline images, and you can develop an absolutely plain e-mail, and even edit the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an email, 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 indicated to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change back and forth between different emails, I would intuitively be inclined open the very same automation in different tabs, then open the respective e-mails from each of those tabs.

In the Automations section, there’s a “Handle 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 brand-new tab to more easily edit your entire sequence. . Contrast that with ConvertKit’s Sequences.

Again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – . However choosing an email marketing platform is like choosing a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited division alternatives.

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 section by AND/OR, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an extra $199 a month. In my look for the best e-mail marketing platform, I saw lots of others, some of which I have actually already pointed out.

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations alternatives aren’t as advanced either. They also do not have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.