Transferring Active Campaign History Into Salesforce?

Transferring Active Campaign History Into Salesforce?

Transferring Active Campaign History Into Salesforce?Transferring Active Campaign History Into Salesforce?

You can likewise see whether the completion rate has actually increased or decreased, the length of time 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 preferred feature. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a similar feature.

Let’s say you have the given name of just a few of your contacts, which is the case with my list. I normally do not require a given name to register to my list, but often I get a given name, such as when somebody buys a product. Would not it be good to greet your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a very first name, I state “Hey,” and then their given name. If they do not, I simply say “Hey there,” (Transferring Active Campaign History Into Salesforce?). By developing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s first name.

Transferring Active Campaign History Into Salesforce?

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a great deal of time is by allowing me use the same automation over and over again for my webinars, and I can quickly alter out all of the information.

Transferring Active Campaign History Into Salesforce?Transferring Active Campaign History Into Salesforce?

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 cost of the item, offer terms, voucher code, and more. Each time I run a brand-new webinar, I can alter each of these variables to match any schedule changes 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 mention 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 modifying experience. I really like to send out basic emails.

Transferring Active Campaign History Into Salesforce?

I have actually found that very difficult to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a standard template I produced. The user interface for the HTML editor appears like it was pulled from some complimentary open-source task. Transferring Active Campaign History Into Salesforce?.

Nevertheless, adding images is a little a chore. You have to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail 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 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 below the image. Recently I have started utilizing ActiveCampaign’s abundant text editor. They have some good design templates, however I still want to send out the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of minimal formatting, which you can’t eliminate – Transferring Active Campaign History Into Salesforce?.

Transferring Active Campaign History Into Salesforce?

But, with some adjustments, I can make my email pretty standard. I can make it immediately take up the entire window, and I can modify the typography to be slightly bigger, and have a little bit more leading. The most aggravating part of ActiveCampaign’s rich text editor is including images. Envision you have actually just typed out a great email. Transferring Active Campaign History Into Salesforce?.

You can’t merely include an image to a block of text. Instead, you have to produce two blocks of text: one for prior to 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 remain constant. That’s something to handle when you desire to include one image, but when you wish to include a number of, it ends up being a big chore.

They even have a basic mage editor where you can crop the image – Transferring Active Campaign History Into Salesforce?. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can create a genuinely plain email, supplied you make a standard design template initially.

Transferring Active Campaign History Into Salesforce?

MailChimp’s built-in image editor is very effective. You can resize, crop, and include custom text to your images. I miss out on MailChimp’s email-editing experience (Transferring Active Campaign History Into Salesforce?). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that potential time savings.

ConvertKit’s e-mail modifying experience is very plain, however easy to browse. Their design templates are restricted, which is great with me, but their email editing experience is somewhat simpler in that you can produce inline images, and you can develop an absolutely plain e-mail, and even modify the underlying HTML. If you want 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 e-mail. 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 desired to change back and forth in between different e-mails, I would intuitively be inclined open the very same automation in different tabs, then open the particular emails from each of those tabs.

Transferring Active Campaign History Into Salesforce?

In the Automations section, there’s a “Manage Messages” location. From here, you can see all of the messages in each of your automations. You can modify every one, or you can Command + Click to open each in a brand-new tab to more quickly edit your entire sequence. Transferring Active Campaign History Into Salesforce?. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Transferring Active Campaign History Into Salesforce?. However choosing an e-mail marketing platform resembles selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has limited segmentation choices.

You can combine attributes with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro strategy enables more sophisticated segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I have actually currently discussed.

Transferring Active Campaign History Into Salesforce?

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much easier to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions alternatives aren’t as advanced either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.