Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A Crm

Can I Use Active Campaign As A CrmCan I Use Active Campaign As A Crm

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

Let’s say you have the first name of just some of your contacts, which is the case with my list. I normally do not require a first name to sign up to my list, but often I get a first name, such as when somebody buys a product. 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 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 state “Hey,” and then their given name. If they don’t, I simply say “Hey there,” (Can I Use Active Campaign As A Crm). By constructing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s given name.

Can I Use Active Campaign As A Crm

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really conserve me a lot of time is by enabling me use the very same automation over and over again for my webinars, and I can rapidly change out all of the information.

Can I Use Active Campaign As A CrmCan I Use Active Campaign As A Crm

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of different variables here, such as the date and time of the webinar, the price of the product, offer terms, 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 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 switched from MailChimp, and MailChimp takes place to have the best email modifying experience. I actually like to send out basic emails.

Can I Use Active Campaign As A Crm

I’ve found that very tough to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental template I created. The user interface for the HTML editor appears like it was pulled from some free open-source project. Can I Use Active Campaign As A Crm.

However, adding images is a little a chore. You need to pick them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you compose totally in HTML. The alternative 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 abundant full-screen editor is a cumbersome experience. You require different text boxes for above and listed below the image. Recently I have begun using ActiveCampaign’s abundant full-screen editor. They have some good design templates, but I still want to send out the plainest email possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t get rid of – Can I Use Active Campaign As A Crm.

Can I Use Active Campaign As A Crm

But, with some changes, I can make my email pretty fundamental. I can make it automatically use up the whole window, and I can fine-tune the typography to be a little bigger, and have a little more leading. The most frustrating part of ActiveCampaign’s rich text editor is including images. Envision you’ve simply typed out a great e-mail. Can I Use Active Campaign As A Crm.

You can’t just add an image to a block of text. Instead, you have to produce two blocks of text: one for before the image, and one for after the image. If you have actually made any format changes, you’ll have to keep an eye on those to stay consistent. That’s something to deal with when you desire to include one image, however when you wish to include a number of, it becomes a big task.

They even have a basic mage editor where you can crop the image – Can I Use Active Campaign As A Crm. MailChimp’s editor is the very best 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 truly plain e-mail, supplied you make a basic template first.

Can I Use Active Campaign As A Crm

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (Can I Use Active Campaign As A Crm). It would conserve me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail modifying experience is really plain, however easy to browse. Their design templates are restricted, which is fine with me, however their email editing experience is somewhat much easier because you can develop inline images, and you can develop an absolutely plain e-mail, and even edit 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 on 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 between different e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective emails from each of those tabs.

Can I Use Active Campaign As A Crm

In the Automations area, there’s a “Handle 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 new tab to more easily edit your whole series. Can I Use Active Campaign As A Crm. 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 – Can I Use Active Campaign As A Crm. But selecting an email marketing platform resembles choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation choices.

You can integrate attributes with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can just section by AND/OR, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw many others, some of which I have actually currently pointed out.

Can I Use Active Campaign As A Crm

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 flexible as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.