How To Use Active Campaign As A Crm

You can also see whether the conclusion rate has increased or decreased, for how long 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 preferred feature. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s state you have the given name of only some of your contacts, which holds true with my list. I generally do not require a very first name to register to my list, however sometimes I get a given name, such as when somebody buys an item. Would not it be good to greet your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and then their first name. If they do not, 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 created a variable that’s simply %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 really save me a lot of time is by allowing me utilize the exact 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 cost of the product, offer terms, voucher code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or offer modifications.

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

I’ve found that really difficult to do with ActiveCampaign. For some time, I was editing 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 design template I produced. The interface for the HTML editor looks like it was pulled from some free open-source task. .

Nevertheless, adding images is a bit of a task. You have to choose them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up totally 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.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have actually started using ActiveCampaign’s rich full-screen editor. They have some good design templates, however I still want 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 get rid of – .

But, with some changes, I can make my email pretty basic. I can make it instantly take up the entire window, and I can fine-tune the typography to be slightly larger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s abundant text editor is adding images. Picture you have actually just typed out an excellent e-mail. .

You can’t just add an image to a block of text. Rather, you need to develop two 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 something to handle when you want to add one image, however when you wish to include a number of, 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 very best I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can create a truly plain e-mail, provided you make a standard design template first.

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and add customized 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. However the highly-customizable automations I can build on ActiveCampaign more than offset that potential time savings.

ConvertKit’s e-mail modifying experience is really plain, however simple to navigate. Their design templates are limited, which is fine with me, but their e-mail modifying experience is slightly easier because you can develop inline images, and you can produce an absolutely plain e-mail, and even edit the underlying HTML. If you wish to make some quick 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. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch backward and forward in between various emails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails 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 easily edit your whole sequence. . Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – . However picking an email marketing platform resembles choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has limited 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, nevertheless MailChimp’s Pro plan permits more advanced segmenting, for an additional $199 a month. In my search for the perfect email marketing platform, I saw many others, a few of which I have actually currently mentioned.

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 divisions choices aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.