How To Add A Contact To Active Campaign Automation

You can likewise see whether the completion rate has actually increased or decreased, the length of time it considers contacts to reach that objective, and you can browse 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 (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the given name of just a few of your contacts, which is the case with my list. I generally do not need a given name to sign up to my list, however sometimes I get a first name, such as when somebody buys a product. Would not it be good to welcome 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 included by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and after that their given name. If they don’t, I just state “Hey there,” (). By building a Message Variable in ActiveCampaign, I can easily change my greeting according to whether I have the contact’s first name.

I created a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the e-mail. 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 utilize the same automation over and over once again for my webinars, and I can rapidly 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 various variables here, such as the date and time of the webinar, the rate of the item, deal terms, coupon code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule modifications or offer modifications.

And here it is 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 editing experience. I changed from MailChimp, and MailChimp occurs to have the very best email editing experience. I actually like to send simple emails.

I have actually discovered that really difficult to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard template I developed. The user interface for the HTML editor appears like it was pulled from some free open-source project. .

Nevertheless, adding images is a little bit of a task. You need to select them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail 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 preview on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You require different text boxes for above and listed below the image. Recently I have started using ActiveCampaign’s rich text editor. They have some great design templates, but I still wish to send out the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t eliminate – .

However, with some changes, I can make my e-mail quite basic. I can make it immediately use up the whole window, and I can fine-tune the typography to be slightly bigger, and have a bit more leading. The most discouraging part of ActiveCampaign’s rich text editor is including images. Imagine you’ve simply typed out a fantastic e-mail. .

You can’t just include an image to a block of text. Instead, you need to produce 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting changes, you’ll have to keep an eye on those to stay consistent. That’s one thing to deal with when you desire to add one image, but when you desire to include numerous, it becomes a big chore.

They even have a standard mage editor where you can crop the image – . MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can produce a truly plain e-mail, offered you make a standard template first.

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (). It would save me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that prospective time cost savings.

ConvertKit’s email editing experience is very plain, however simple to navigate. Their design templates are limited, which is fine with me, however their email editing experience is a little much easier because you can create inline images, and you can develop a totally 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 cumbersome.

I’ll click an e-mail, 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch backward and forward between various e-mails, 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 section, 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 easily edit your entire series. . Contrast that with ConvertKit’s Series.

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

You can combine qualities with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro strategy permits more sophisticated segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I’ve currently pointed out.

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as advanced either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.

How To Add A Contact To Active Campaign Automation

You can also see whether the completion rate has actually increased or reduced, 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 effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has an equivalent function.

Let’s say you have the very first name of just a few of your contacts, which is the case with my list. I usually don’t require a given name to register to my list, however often I get a very first 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 “Guest.” If they have a given name, I say “Hey,” and then their very first name. If they don’t, I just state “Hey there,” (). By building a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s first name.

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a lot of time is by allowing me use the very same automation over and over again for my webinars, and I can quickly alter out all of the information.

Here vary 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 item, deal terms, 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 deal changes.

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

I’ve found that very difficult to do with ActiveCampaign. For awhile, 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 triggered by a basic design template I produced. The interface for the HTML editor looks like it was pulled from some totally free open-source project. .

Nevertheless, adding images is a little bit of a task. You have to choose them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you compose totally 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 require different text boxes for above and listed below the image. Lately I have started utilizing ActiveCampaign’s rich full-screen editor. They have some good design templates, however I still wish to send out the simplest email possible. They do have some plain-looking emails, but they have some degree of minimal format, which you can’t remove – .

But, with some changes, I can make my email quite basic. I can make it automatically take up the entire window, and I can fine-tune the typography to be a little larger, and have a little more prominent. The most frustrating part of ActiveCampaign’s rich text editor is adding images. Imagine you have actually simply typed out a great email. .

You can’t just add an image to a block of text. Rather, you need to produce two blocks of text: one for before the image, and one for after the image. If you’ve made any formatting changes, you’ll need to keep an eye on those to remain consistent. That’s one thing to deal with when you wish to add one image, but when you desire to add several, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – . MailChimp’s editor is the 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 produce a really plain e-mail, provided you make a fundamental design template first.

MailChimp’s integrated image editor is extremely powerful. You can resize, crop, and include customized text to your images. I miss 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 develop on ActiveCampaign more than offset that possible time cost savings.

ConvertKit’s email modifying experience is really plain, however easy to navigate. Their templates are limited, which is fine with me, but their email modifying experience is somewhat easier in that you can develop inline images, and you can create an absolutely 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 cumbersome.

I’ll click on 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 suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to switch back and forth in between various e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

In the Automations area, there’s a “Handle Messages” area. 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 new tab to more easily edit your whole sequence. . Contrast that with ConvertKit’s Sequences.

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

You can combine attributes with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can just sector by AND/OR, however MailChimp’s Pro plan permits more sophisticated segmenting, for an extra $199 a month. In my look for the best email 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 using ConvertKit. Their automations are much simpler to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions options aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.