How To Automate Tasks In Active Campaign

How To Automate Tasks In Active Campaign

How To Automate Tasks In Active CampaignHow To Automate Tasks In Active Campaign

You can likewise see whether the conclusion rate has increased or decreased, for how long it takes for 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 ton of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s say you have the very first name of only some of your contacts, which holds true with my list. I typically do not require a given name to sign up to my list, however in some cases I get a very first name, such as when someone buys a product. Would not it be good to welcome your contacts by name, in the events when you have it? You can do this, however it’s troublesome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a given name, I state “Hey,” and then their very first name. If they do not, I simply state “Hey there,” (How To Automate Tasks In Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s given name.

How To Automate Tasks In Active Campaign

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it appears in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a great deal of time is by enabling me use the exact same automation over and over again for my webinars, and I can quickly alter out all of the details.

How To Automate Tasks In Active CampaignHow To Automate Tasks In Active Campaign

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 cost of the item, deal terms, discount coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule modifications or offer modifications.

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 one of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp happens to have the very best email editing experience. I actually like to send easy e-mails.

How To Automate Tasks In Active Campaign

I have actually discovered that really tough to do with ActiveCampaign. For some time, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental design template I developed. The user interface for the HTML editor looks like it was pulled from some totally free open-source job. How To Automate Tasks In Active Campaign.

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

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You need different text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant full-screen editor. They have some great design templates, but I still wish to send the simplest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t remove – How To Automate Tasks In Active Campaign.

How To Automate Tasks In Active Campaign

However, with some modifications, I can make my e-mail pretty standard. I can make it automatically take up the entire window, and I can tweak the typography to be a little larger, and have a little more prominent. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Imagine you’ve simply typed out a great email. How To Automate Tasks In Active Campaign.

You can’t just add an image to a block of text. Instead, you need to produce two blocks of text: one for before the image, and one for after the image. If you have actually made any formatting changes, you’ll need to watch on those to stay constant. That’s one thing to deal with when you wish to add one image, however when you wish to include numerous, it becomes a big task.

They even have a standard mage editor where you can crop the image – How To Automate Tasks In Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can produce a really plain e-mail, provided you make a basic template first.

How To Automate Tasks In Active Campaign

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and add custom-made text to your images. I miss out on MailChimp’s email-editing experience (How To Automate Tasks In Active Campaign). It would conserve me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail modifying experience is really plain, but simple to browse. Their design templates are limited, which is great with me, but their email modifying experience is slightly much easier in that you can create inline images, and you can produce an absolutely plain email, and even edit the underlying HTML. If you desire 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. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they implied to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to switch backward and forward in between numerous emails, I would intuitively be inclined open the very same automation in numerous tabs, then open the respective emails from each of those tabs.

How To Automate Tasks In Active Campaign

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 modify each one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole sequence. How To Automate Tasks In Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Automate Tasks In Active Campaign. However picking an email marketing platform is like choosing a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has limited division choices.

You can combine attributes with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only segment by AND/OR, nevertheless MailChimp’s Pro strategy permits more advanced segmenting, for an extra $199 a month. In my look for the best e-mail marketing platform, I saw numerous others, a few of which I have actually currently mentioned.

How To Automate Tasks In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.