Active Campaign How To Add A Contact To An Automation

Active Campaign How To Add A Contact To An Automation

Active Campaign How To Add A Contact To An AutomationActive Campaign How To Add A Contact To An Automation

You can also see whether the completion rate has actually increased or decreased, how long it takes for 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 favorite feature. It conserves me a lots 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 first name of only a few of your contacts, which holds true with my list. I usually don’t need a first name to register to my list, however sometimes I get a given name, such as when someone buys an item. Wouldn’t it be nice to greet your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and after that their first name. If they do not, I simply say “Hey there,” (Active Campaign How To Add A Contact To An Automation). By constructing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether or not I have the contact’s given name.

Active Campaign How To Add A Contact To An Automation

I created a variable that’s just %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 really save me a great deal of time is by enabling me use the very same automation over and over again for my webinars, and I can quickly alter out all of the details.

Active Campaign How To Add A Contact To An AutomationActive Campaign How To Add A Contact To An Automation

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 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 changes or offer modifications.

And here it remains in an e-mail. This message variable allows me to quickly change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp happens to have the very best e-mail editing experience. I actually like to send out easy e-mails.

Active Campaign How To Add A Contact To An Automation

I have actually discovered that extremely difficult to do with ActiveCampaign. For some time, I was editing 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 activated by a fundamental template I created. The user interface for the HTML editor looks like it was pulled from some totally free open-source job. Active Campaign How To Add A Contact To An Automation.

However, including images is a little bit of a chore. You have to choose them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs that you compose entirely in HTML. The option to this, if you want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including images to ActiveCampaign’s rich full-screen editor is a clunky experience. You require separate text boxes for above and listed below the image. Recently I have actually started utilizing ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still wish to send the simplest e-mail possible. They do have some plain-looking e-mails, but they have some degree of minimal format, which you can’t remove – Active Campaign How To Add A Contact To An Automation.

Active Campaign How To Add A Contact To An Automation

However, with some adjustments, I can make my email quite fundamental. I can make it automatically take up the whole window, and I can modify the typography to be a little larger, and have a bit more leading. The most frustrating part of ActiveCampaign’s rich text editor is including images. Picture you have actually just typed out an excellent e-mail. Active Campaign How To Add A Contact To An Automation.

You can’t merely add an image to a block of text. Instead, you need to create 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll have to keep an eye on those to stay consistent. That’s one thing to deal with when you desire to include one image, however when you wish to add a number of, it ends up being a huge task.

They even have a basic mage editor where you can crop the image – Active Campaign How To Add A Contact To An Automation. MailChimp’s editor is the very best I have actually seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can create a genuinely plain e-mail, offered you make a basic design template initially.

Active Campaign How To Add A Contact To An Automation

MailChimp’s integrated image editor is very powerful. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (Active Campaign How To Add A Contact To An Automation). 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 offset that prospective time savings.

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

I’ll click on an e-mail, 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 emails, I would intuitively be inclined open the same automation in various tabs, then open the respective emails from each of those tabs.

Active Campaign How To Add A Contact To An Automation

In the Automations section, there’s a “Manage 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 easily modify your whole sequence. Active Campaign How To Add A Contact To An Automation. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Active Campaign How To Add A Contact To An Automation. But choosing an e-mail marketing platform is like picking a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has limited division options.

You can combine characteristics with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro strategy enables more sophisticated segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw numerous others, a few of which I have actually already pointed out.

Active Campaign How To Add A Contact To An Automation

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