Insurance Agent Active Campaign Automations

You can also see whether the completion rate has increased or decreased, the length of time it considers contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred function. It conserves me a ton of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a comparable 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 do not require a first name to sign up to my list, but sometimes I get a given name, such as when somebody purchases an item. Wouldn’t it be nice 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 added 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 do not, I just state “Hey there,” (). By constructing a Message Variable in ActiveCampaign, I can quickly change 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 reveals up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a lot of time is by allowing me use the 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 lot of various variables here, such as the date and time of the webinar, the rate of the item, 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 changes.

And here it is in an e-mail. This message variable allows me to easily 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 occurs to have the very best e-mail modifying experience. I actually like to send out simple emails.

I have actually found that very hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I developed. The interface for the HTML editor appears like it was pulled from some totally free open-source task. .

Nevertheless, adding images is a little bit of a task. You need to choose them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you make up completely in HTML. The option to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You need different text boxes for above and listed below the image. Lately I have started utilizing ActiveCampaign’s abundant full-screen editor. They have some nice design templates, however I still wish to send out the plainest 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 e-mail pretty fundamental. I can make it immediately use up the whole window, and I can tweak the typography to be somewhat bigger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s abundant full-screen editor is including images. Envision you have actually simply typed out a terrific email. .

You can’t simply add an image to a block of text. Rather, you need to create 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 constant. That’s something to handle when you wish to add one image, but when you wish 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 finest I’ve seen in all of the email marketing platforms I have actually tried. You have access to the underlying code, so you can develop a truly plain e-mail, offered you make a basic design template initially.

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and add 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. But the highly-customizable automations I can develop on ActiveCampaign more than offset that prospective time cost savings.

ConvertKit’s e-mail editing experience is very plain, however simple to browse. Their templates are restricted, which is fine with me, but their email modifying experience is a little much easier because you can produce inline images, and you can develop a completely plain email, and even modify the underlying HTML. If you wish 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 email. 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 back and forth between different e-mails, I would intuitively be inclined open the same automation in various 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 every one, or you can Command + Click to open each in a brand-new tab to more easily modify your entire series. . Contrast that with ConvertKit’s Series.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – . However choosing an e-mail marketing platform is like selecting a spouse. ActiveCampaign offsets 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 characteristics with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro strategy enables more advanced segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw numerous others, a few of which I have actually already pointed out.

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are a lot easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They also do not have goal tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.