Active Campaign Automation Tutorial

Active Campaign Automation Tutorial

Active Campaign Automation TutorialActive Campaign Automation Tutorial

You can also see whether the completion rate has actually increased or decreased, for how long it takes for contacts to reach that goal, 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 ” snippets”) has a comparable function.

Let’s state you have the very first name of only a few of your contacts, which holds true with my list. I generally don’t need a given name to register to my list, however sometimes I get a first name, such as when somebody buys an item. Would not it be great to welcome your contacts by name, in the cases when you have it? You can do this, however it’s troublesome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a very first name, I say “Hey,” and then their first name. If they don’t, I just state “Hey there,” (Active Campaign Automation Tutorial). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s very first name.

Active Campaign Automation Tutorial

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the e-mail. 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.

Active Campaign Automation TutorialActive Campaign Automation Tutorial

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, offer terms, voucher code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule modifications or deal modifications.

And here it remains in an email. This message variable enables me to quickly alter 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 happens to have the very best email editing experience. I really like to send easy e-mails.

Active Campaign Automation Tutorial

I have actually found that extremely tough to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard design template I produced. The interface for the HTML editor appears like it was pulled from some totally free open-source project. Active Campaign Automation Tutorial.

Nevertheless, including images is a bit of a chore. You have to select them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You require separate text boxes for above and below the image. Lately I have begun utilizing ActiveCampaign’s rich full-screen editor. They have some nice design templates, however I still wish to send 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 – Active Campaign Automation Tutorial.

Active Campaign Automation Tutorial

But, with some adjustments, I can make my email quite basic. I can make it automatically take up the whole window, and I can tweak the typography to be a little larger, and have a little bit more prominent. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Envision you’ve just typed out an excellent email. Active Campaign Automation Tutorial.

You can’t merely include an image to a block of text. Rather, you need to create two blocks of text: one for before the image, and one for after the image. If you’ve made any formatting modifications, you’ll need to keep an eye on those to remain consistent. That’s one thing to deal with when you desire 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 – Active Campaign Automation Tutorial. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can develop a truly plain e-mail, provided you make a fundamental template initially.

Active Campaign Automation Tutorial

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign Automation Tutorial). 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 e-mail editing experience is very plain, but easy to browse. Their design templates are limited, which is great with me, however their e-mail editing experience is a little much easier because you can develop inline images, and you can create 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 troublesome.

I’ll click on an email, 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 handicapped Command + Click from the automation editor. If I wished to switch backward and forward between numerous emails, I would intuitively be inclined open the very same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign Automation Tutorial

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 every one, or you can Command + Click to open each in a new tab to more easily modify your whole sequence. Active Campaign Automation Tutorial. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign Automation Tutorial. 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 division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation options.

You can integrate 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 plan permits more sophisticated segmenting, for an additional $199 a month. In my look for the ideal email marketing platform, I saw lots of others, a few of which I’ve already discussed.

Active Campaign Automation Tutorial

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much easier to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions choices aren’t as sophisticated either. They also don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.