Insurance Agent Active Campaign Automations

Insurance Agent Active Campaign Automations

Insurance Agent Active Campaign AutomationsInsurance Agent Active Campaign Automations

You can likewise see whether the completion rate has increased or reduced, 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 objective. ActiveCampaign’s Message Variables is my preferred feature. It conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the first name of just a few of your contacts, which is the case with my list. I typically don’t need a given name to register to my list, but sometimes I get a given name, such as when somebody buys a product. Wouldn’t it be good to greet your contacts by name, in the events 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 “Visitor.” If they have a very first name, I say “Hey,” and after that their given name. If they do not, I just say “Hey there,” (Insurance Agent Active Campaign Automations). By constructing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s given name.

Insurance Agent Active Campaign Automations

I created 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 truly save me a great deal of time is by enabling me utilize the very same automation over and over once again for my webinars, and I can rapidly change out all of the information.

Insurance Agent Active Campaign AutomationsInsurance Agent Active Campaign Automations

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

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

Insurance Agent Active Campaign Automations

I’ve found that really difficult to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I developed. The user interface for the HTML editor looks like it was pulled from some totally free open-source task. Insurance Agent Active Campaign Automations.

However, adding images is a bit of a chore. You need to select them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up completely in HTML. The option to this, if you wish to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You need separate text boxes for above and below the image. Recently I have started using ActiveCampaign’s rich text editor. They have some good templates, but I still wish to send the plainest e-mail possible. They do have some plain-looking emails, however they have some degree of very little format, which you can’t remove – Insurance Agent Active Campaign Automations.

Insurance Agent Active Campaign Automations

However, with some changes, I can make my e-mail pretty basic. I can make it immediately take up the whole window, and I can modify the typography to be slightly bigger, and have a little more prominent. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Envision you have actually just typed out a fantastic e-mail. Insurance Agent Active Campaign Automations.

You can’t simply add an image to a block of text. Instead, you have to produce 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any format modifications, you’ll need to watch on those to stay constant. That’s one thing to handle when you want to add one image, but when you wish to include a number of, it becomes a big chore.

They even have a standard mage editor where you can crop the image – Insurance Agent Active Campaign Automations. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can create a really plain email, provided you make a fundamental design template initially.

Insurance Agent Active Campaign Automations

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Insurance Agent Active Campaign Automations). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that potential time savings.

ConvertKit’s email modifying experience is really plain, however simple to browse. Their templates are limited, which is fine with me, but their e-mail modifying experience is a little easier in that you can develop inline images, and you can create a completely plain email, and even edit the underlying HTML. If you wish to make some quick edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

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

Insurance Agent Active Campaign Automations

In the Automations section, there’s a “Handle Messages” area. 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 brand-new tab to more easily edit your entire sequence. Insurance Agent Active Campaign Automations. Contrast that with ConvertKit’s Series.

Once again, it would save me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Insurance Agent Active Campaign Automations. But picking an email marketing platform is like picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation alternatives.

You can combine characteristics 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, however MailChimp’s Pro strategy permits more sophisticated segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw many others, some of which I have actually currently mentioned.

Insurance Agent Active Campaign Automations

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions choices aren’t as sophisticated either. They also do not have goal tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.