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 also see whether the conclusion 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 favorite function. It saves me a load of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s say you have the given name of only some 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 in some cases I get a given name, such as when somebody buys an item. Wouldn’t it be good to greet your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I state “Hey,” and then their given name. If they don’t, I simply say “Hey there,” (How To Automate Tasks In Active Campaign). 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.

How To Automate Tasks In Active Campaign

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 conserve me a lot of time is by enabling me utilize the very same automation over and over once again for my webinars, and I can rapidly alter out all of the information.

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

Here vary 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, deal terms, coupon code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule changes or offer changes.

And here it is in an email. This message variable enables me to easily alter out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp takes place to have the very best e-mail modifying experience. I actually like to send out easy emails.

How To Automate Tasks In Active Campaign

I’ve found that really hard to do with ActiveCampaign. For some time, I was editing 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 triggered by a fundamental design template I created. The interface for the HTML editor appears like it was pulled from some complimentary open-source job. How To Automate Tasks In Active Campaign.

However, including images is a little a chore. You have to pick them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose completely in HTML. The option to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You require different text boxes for above and listed below the image. Lately I have started utilizing ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still want to send the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of very little formatting, which you can’t get rid of – How To Automate Tasks In Active Campaign.

How To Automate Tasks In Active Campaign

But, with some changes, I can make my email quite standard. I can make it automatically use up the whole window, and I can fine-tune the typography to be somewhat larger, and have a little more leading. The most frustrating part of ActiveCampaign’s abundant text editor is including images. Envision you’ve simply typed out a fantastic e-mail. How To Automate Tasks In Active Campaign.

You can’t simply include an image to a block of text. Instead, you have to develop two blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting changes, you’ll need to watch on those to remain consistent. That’s one thing to deal with when you wish to add one image, but when you wish to include several, it ends up being a big chore.

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 finest I’ve 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 email, supplied you make a standard template initially.

How To Automate Tasks In Active Campaign

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

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

I’ll click an e-mail, 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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch backward and forward between different emails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

How To Automate Tasks In Active Campaign

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 quickly edit your whole series. How To Automate Tasks In Active Campaign. Contrast that with ConvertKit’s Series.

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

You can combine characteristics with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can only segment by AND/OR, nevertheless MailChimp’s Pro plan enables more sophisticated segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I have actually already pointed out.

How To Automate Tasks In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as sophisticated either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.