Bulk Edit Leads Salesforce Active Campaign

You can also see whether the completion rate has increased or reduced, the length of time 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 preferred feature. It conserves me a heap 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 very first name of only 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 in some cases I get a given name, such as when someone purchases a product. Would not it be great to greet your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

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 after that their given name. If they do not, I just state “Hey there,” (). By constructing a Message Variable in ActiveCampaign, I can easily change my welcoming according to whether or not I have the contact’s given name.

I produced a variable that’s merely %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 conserve me a great deal of time is by allowing me use the same automation over and over again for my webinars, and I can quickly change 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 various variables here, such as the date and time of the webinar, the rate of the product, deal terms, voucher code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule modifications or offer modifications.

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

I’ve discovered that really difficult to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite clunky. 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 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 chore. You have to pick them from a file internet 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 edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require separate text boxes for above and below the image. Recently I have actually started utilizing ActiveCampaign’s rich full-screen editor. They have some nice design templates, but I still want to send the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of minimal format, which you can’t eliminate – .

However, with some modifications, I can make my email pretty standard. I can make it automatically use up the whole window, and I can fine-tune the typography to be a little larger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s abundant full-screen editor is including images. Picture you have actually just typed out a fantastic e-mail. .

You can’t simply add an image to a block of text. Rather, you have to develop 2 blocks of text: one for before the image, and one for after the image. If you’ve made any format modifications, you’ll have to watch on those to remain consistent. That’s one thing to deal with when you wish to add one image, however when you desire to include numerous, 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 very 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 develop a really plain email, provided you make a standard design template initially.

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

ConvertKit’s e-mail editing experience is extremely plain, but easy to navigate. Their design templates are restricted, which is fine with me, however their e-mail modifying experience is a little easier in that you can produce inline images, and you can develop a completely plain e-mail, and even edit the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an e-mail, 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 indicated to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to change back and forth in between different emails, I would intuitively be inclined open the same automation in different tabs, then open the respective 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 modify each one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole 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 – . However selecting an e-mail marketing platform is like selecting a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted division choices.

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro plan enables more sophisticated segmenting, for an extra $199 a month. In my search for the best email marketing platform, I saw numerous others, a few of which I’ve already mentioned.

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