Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To Team

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

You can likewise see whether the completion rate has actually 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 objective. 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 a comparable feature.

Let’s state you have the first name of only some of your contacts, which holds true with my list. I usually don’t require a given name to sign up to my list, but in some cases I get a given name, such as when someone purchases a product. Would not 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 added by other systems, such as a dash, or “Visitor.” If they have a first name, I say “Hey,” and after that their given name. If they do not, I simply state “Hey there,” (Active Campaign How To Send Leads To Team). By developing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s given name.

Active Campaign How To Send Leads To Team

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually conserve me a lot of time is by enabling me utilize the same automation over and over once again for my webinars, and I can rapidly change out all of the information.

Active Campaign How To Send Leads To TeamActive Campaign How To Send Leads To Team

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 product, 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 modifications or offer modifications.

And here it is in an email. This message variable allows me to quickly alter out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email modifying experience. I changed from MailChimp, and MailChimp occurs to have the finest e-mail modifying experience. I truly like to send out easy emails.

Active Campaign How To Send Leads To Team

I’ve discovered that extremely hard to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a basic design template I produced. The user interface for the HTML editor looks like it was pulled from some free open-source job. Active Campaign How To Send Leads To Team.

Nevertheless, adding images is a little a task. You have to choose them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s abundant text editor is a clunky experience. You need separate text boxes for above and below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some nice templates, but I still wish to send the plainest e-mail possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t eliminate – Active Campaign How To Send Leads To Team.

Active Campaign How To Send Leads To Team

But, with some modifications, I can make my email quite fundamental. I can make it instantly use up the entire window, and I can fine-tune the typography to be somewhat larger, and have a little more prominent. The most aggravating part of ActiveCampaign’s rich full-screen editor is including images. Imagine you’ve just typed out a terrific e-mail. Active Campaign How To Send Leads To Team.

You can’t simply include an image to a block of text. Rather, you have to develop two blocks of text: one for before the image, and one for after the image. If you have actually made any formatting modifications, you’ll need to watch on those to remain consistent. That’s something to handle when you wish to add one image, however when you wish to add numerous, it ends up being a big task.

They even have a basic mage editor where you can crop the image – Active Campaign How To Send Leads To Team. MailChimp’s editor is the finest I’ve seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a really plain email, offered you make a fundamental design template first.

Active Campaign How To Send Leads To Team

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and include custom-made text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign How To Send Leads To Team). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s e-mail editing experience is really plain, however simple to browse. Their templates are restricted, which is great with me, however their email editing experience is a little easier because you can develop inline images, and you can produce a totally plain e-mail, and even edit the underlying HTML. If you want to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

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 change back and forth in between different emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective e-mails from each of those tabs.

Active Campaign How To Send Leads To Team

In the Automations section, there’s a “Handle Messages” location. From here, you can see all of the messages in each of your automations. You can modify each one, or you can Command + Click to open each in a new tab to more quickly edit your entire sequence. Active Campaign How To Send Leads To Team. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Active Campaign How To Send Leads To Team. But picking an email marketing platform is like choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation choices.

You can integrate attributes with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only section by AND/OR, nevertheless 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 lots of others, some of which I have actually currently discussed.

Active Campaign How To Send Leads To Team

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