How To Segment List In Active Campaign

You can also see whether the completion rate has actually increased or decreased, 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 saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s state you have the given name of just some of your contacts, which holds true with my list. I generally don’t need a given name to register to my list, however often I get a very first name, such as when somebody purchases a product. Wouldn’t it be nice to greet your contacts by name, in the events when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and then their given name. If they do not, I simply say “Hey there,” (). By developing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether or not I have the contact’s given 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 enabling me utilize the very same automation over and over once 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 cost of the item, deal terms, voucher code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule modifications or offer modifications.

And here it is in an email. This message variable enables me to quickly change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email editing experience. I switched from MailChimp, and MailChimp takes place to have the best e-mail modifying experience. I really like to send simple emails.

I’ve found that extremely tough to do with ActiveCampaign. For awhile, I was editing emails 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 activated by a fundamental design template I developed. The user interface for the HTML editor looks like it was pulled from some complimentary open-source project. .

Nevertheless, including images is a little a task. You have to select them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs that you compose totally in HTML. The option to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich text editor is a clunky experience. You need separate text boxes for above and listed below the image. Recently I have begun using ActiveCampaign’s rich text editor. They have some nice templates, but I still want to send the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t eliminate – .

But, with some adjustments, I can make my e-mail quite basic. I can make it instantly take up the whole window, and I can tweak the typography to be slightly larger, and have a little more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Imagine you have actually simply typed out a terrific e-mail. .

You can’t merely add an image to a block of text. Instead, you have to develop two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll have 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 wish to add several, it becomes a huge task.

They even have a fundamental mage editor where you can crop the image – . MailChimp’s editor is the 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 produce a genuinely plain email, supplied you make a fundamental design template initially.

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and add custom-made 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. But the highly-customizable automations I can build on ActiveCampaign more than make up for that prospective time cost savings.

ConvertKit’s e-mail modifying experience is very plain, but easy to browse. Their templates are limited, which is fine with me, however their email modifying experience is somewhat easier in that you can produce inline images, and you can create a completely plain email, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click 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 suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch back and forth between numerous e-mails, 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 new tab to more quickly edit your whole series. . Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – . However picking an e-mail marketing platform resembles selecting a spouse. 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 actually restricted division options.

You can combine qualities with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can only section by AND/OR, however MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my search for the ideal email marketing platform, I saw numerous others, some of which I’ve already pointed out.

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using 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 sophisticated either. They also do not have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

How To Segment List In Active Campaign

You can also see whether the completion rate has increased or decreased, 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 objective. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a ton of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the given name of just some of your contacts, which is the case with my list. I generally do not require a given name to register to my list, but often I get a given name, such as when someone purchases a product. Would not it be nice to greet 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 “Visitor.” If they have a first name, I state “Hey,” and then their given name. If they do not, I just state “Hey there,” (). By building a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether I have the contact’s given name.

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a lot of time is by enabling me utilize the same automation over and over once again for my webinars, and I can quickly alter out all of the details.

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 cost of the item, deal terms, discount 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 offer changes.

And here it is in an email. This message variable enables me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp occurs to have the best e-mail editing experience. I actually like to send out simple e-mails.

I have actually found that very tough to do with ActiveCampaign. For awhile, I was modifying 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 activated by a basic design template I produced. The interface for the HTML editor looks like it was pulled from some free open-source project. .

However, adding images is a bit of a task. You have to choose them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor requires that you make up entirely in HTML. The alternative to this, if you want 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 need separate text boxes for above and listed below the image. Recently I have started using ActiveCampaign’s rich text editor. They have some nice 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 very little format, which you can’t remove – .

But, with some modifications, I can make my email quite standard. I can make it automatically use up the entire window, and I can modify the typography to be somewhat bigger, and have a bit more prominent. The most discouraging part of ActiveCampaign’s abundant full-screen editor is adding images. Picture you have actually just typed out an excellent e-mail. .

You can’t simply include an image to a block of text. Instead, you need to create 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any format modifications, you’ll have to keep an eye on those to remain consistent. That’s one thing to handle when you wish to include one image, but when you wish to include numerous, it ends up being a big task.

They even have a standard 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’ve attempted. You have access to the underlying code, so you can create a truly plain email, supplied you make a standard design template first.

MailChimp’s built-in image editor is very effective. You can resize, crop, and include 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. However the highly-customizable automations I can build on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s email editing experience is very plain, but simple to browse. Their templates are limited, which is great with me, however their e-mail editing experience is somewhat much easier because you can create inline images, and you can produce an absolutely plain e-mail, and even modify the underlying HTML. If you want to make some quick edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

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

In the Automations section, there’s a “Manage Messages” area. 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 sequence. . Contrast that with ConvertKit’s Series.

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

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 only segment by AND/OR, however MailChimp’s Pro strategy enables 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’ve already pointed out.

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 likewise do not have goal tracking, or Message Variables. MailChimp. You currently understand that I switched from MailChimp to ActiveCampaign.