Activecampaign Documentation

Activecampaign Documentation

The possibilities are limitless. Attend this FREE online training with Marcus TaylorOne method we’ve experimented with a lot is using data recorded from our Leadformly kind to customise the content in our ActiveCampaign emails using ActiveCampaign’s conditional material function. Generally, this allows you to personalise the content in your email projects using guidelines like ‘If contact’s organisation type = agency, screen X, otherwise show Y’. Here’s an example of a fully-automated e-mail we send out utilizing conditional material.

I think the factor is because it sounds natural and includes adequate personalisation (it referrals that they’re running a firm) that people presume it’s been composed by hand. We have actually even gotten a lot of praise from people who’ve recognized that it is automated, however are still impressed!If you wish to increase your e-mail campaign engagement by 10-20%, simply send all of your e-mails twice, however the second time around only send out the email to the section of people that didn’t open it the very first time round.

While the open rate will not be as high as the first campaign, it’s still going to be opened by a few of your list who wouldn’t have otherwise seen it (Activecampaign Documentation). If someone opens your email however doesn’t click through to your deal it indicates that they were intrigued by your subject line, however the deal wasn’t quite best for them.

Activecampaign Documentation

Among our most responded-to email projects is a simple email that we send to everyone who goes to a Leadformly webinar however doesn’t sign up for an account (Activecampaign Documentation). It appears like this: If someone clicks ‘Yes– however I have a concern’ or ‘No’ it opens an email dealt with to me with the pre-filled text ‘Hey Marcus, I’m not ready to utilize Leadformly because …’.

When we initially began buying tools for our client success team at Leadformly, we attempted Intercom, Drift, Promoter.io, and numerous others. After a number of months we understood that the majority of the functionality we were using in those tools could be replaced by ActiveCampaign. Here are some of the methods we’re utilizing ActiveCampaign for customer success.

Activecampaign DocumentationActivecampaign Documentation

While it’s suggested to be used for managing sales pipelines it works well work handling any procedure that has a clear set of actions– like onboarding. We’ve developed automation series to instantly move customers in between various actions of this pipeline based on what pages they go to or occasions they fire from within the Leadformly application.

Activecampaign Documentation

I have to confess, gathering NPS scores in ActiveCampaign is challenging. We had actually previously used Promoter.io to gather NPS, which is (in theory) a plug and play solution. We struggled a lot with their service, which was among the reasons for centralising it in ActiveCampaign. Instead of discussing how we set it up here, I ‘d recommend reading dazzling short article that ActiveCampaign released, which we followed to collect and automate NPS collection.

In order to educate our customers and make them successful as rapidly as possible, we put all of our consumers into a 7-day onboarding series, which leak feeds a series of tutorials, videos, and white documents that they can use to discover our software and get better results from their lead capture kinds. This automation series takes some stress off of our support group, as it indicates that we can address concerns in these tutorials that may have otherwise ended up being assistance tickets/emails.

When someone cancels their account or requests a refund for our ventures, it’s important that we learn what caused this. In ActiveCampaign, we automatically trigger a sequence that asks the customer what made them leave, and after that adds/removes them from the appropriate lists and sequences. It’s easy but is one less thing that our client success team need to think about.

Activecampaign Documentation

Below are a few of the ways we have actually utilized ActiveCampaign to automate aspects of HR, finance, and worker training. When a new staff member signs up with Venture Harbour, an automated email sequence is set off that drip feeds details on how we doing things at Venture Harbour and why. This ensures that all new staff members have a consistent onboarding experience, and are aligned with the company’s larger picture vision and goals.

While unconventional, utilizing marketing automation to enhance our new employee onboarding has made this process a lot easier. We don’t check out CVs at Venture Harbour. Instead, we ask all candidates that request a task from our website to complete a short test that tells us more about them and how they fix issues (Activecampaign Documentation).

At the end of the day, if you’re not ready to complete a 10-minute quiz to be considered for a role at Endeavor Harbour, you’re definitely not the ideal fit. It likewise offers us a great deal of insightful info about candidates. For example, one of our worths at Venture Harbour is to never ever stop finding out, so in our test we ask ‘What are the last 3 nonfiction books you check out?’.

Activecampaign Documentation

Activecampaign DocumentationActivecampaign Documentation

This test is sent out through a marketing automation series, which maximizes hours of emailing backward and forward with potential candidates, and ensures that we just think about the very best candidates to come in for an interview. I used to dislike going after up invoices. While the bulk of our clients paid their invoices on time, there were always a couple of that required a push or 2.

By sending out the email from a ‘noreply@’ e-mail address rather than my personal email address it depersonalised the message and encountered more as an alert instead of a person requesting for a billing to be paid (Activecampaign Documentation). Not only was it simply as efficient as me emailing them, it indicated I might stop sending out an email that I hated sending– and it saved me time!There are few tools that I totally advise daily, however ActiveCampaign is one of them.

As a one-stop email marketing service, ActiveCampaign, which starts at $9 monthly has a lot to use, including limitless emails with all of its plans, third-party integrations, and a range of auto-responders. This results in a rather busy interface, which can be tough to take in in the beginning glance.

Activecampaign Documentation

Activecampaign DocumentationActivecampaign Documentation

ActiveCampaign has a large library of online support resources and onboarding services, and you can get help through live chat, but not by phone. It’s comparable to Campaign Monitor in many methods, though each bests the other one in some areas. For the very best e-mail marketing experience aim to our Editors’ Option picks in this category: Campaigner and MailChimp , each of which offer live support, and generous functions.

The business arranges its plans depending upon the number of subscribers you’re aiming to reach. Strategies begin at $9 each month for approximately 500 contacts and unlimited e-mails. At each subscriber level, you can update to a Plus plan that includes numerous features including customer relationship management (CRM), a customized domain, and custom-made branding.

Plans go all the method approximately 100,000 contacts; if you require more, you can get in touch with ActiveCampaign for a custom-made plan. In in between, you can choose 2,500 contacts for $29 each month, 5,000 contacts for $45 monthly and so on. All plans include limitless emails, unlike Campaign Screen, which provides both fundamental strategies with limited e-mails, and more costly unlimited strategies. Activecampaign Documentation.

Activecampaign Documentation

ActiveCampaign provides a 14-day complimentary trial that does not require a charge card. To start, all you require is your company name and email address. Next, you established a password and then choose the service you’re searching for– in addition to email marketing, it offers marketing automation, CRM, and sales automation.

The dashboard is overwhelming at first look. It’s tough to know where to look initially. On the best rail is a social activity feed, including social shares, unsubscribes, click rates, and more. To the left of that is an overview of your campaign activity. Part of the confusion is that it’s filled with sample details that disappears when you mouse over it.

It’s likewise confusing given that ActiveCampaign likewise uses CRM and other functions that you might not plan to use, however reveal up on the control panel anyhow if you’re utilizing the complimentary trial. Activecampaign Documentation. Along the top of the screen are your main alternatives: contacts, projects, lists, and other non-email marketing related functions.

Activecampaign Documentation

From here you can import and export CSV files or import from a third-party service, such as Asana (See Website at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Suggestions), and much more. This is another location where it bests Campaign Monitor, which has no 3rd party integration. Activecampaign Documentation.

Prior to you include any contacts, however, you need to create a list, much like with Campaign Display. When you produce a list, you require to offer it a name, supply your company’s mailing address for the footer, company URL, and a note letting customers know why they’re receiving the e-mail (this may minimize spam reports from absent-minded users.) Next, you can import contacts to that list.

You can likewise choose not to import a certain field. I tried adding e-mail, name, and birthday. It acknowledged email, however not the other two, but I had the ability to easily develop custom-made fields. You can also tag contacts for simple searching. Click on the projects tab to develop a newsletter. They even have a basic mage editor where you can crop the image. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can produce a really plain e-mail, offered you make a fundamental template first.

Activecampaign Documentation

MailChimp’s integrated image editor is exceptionally powerful. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience. It would conserve me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s email modifying experience is really plain, however simple to navigate. Their templates are restricted, which is fine with me, but their email modifying experience is a little easier because you can develop inline images, and you can develop a completely plain email, and even modify the underlying HTML. If you wish to make some quick edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

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

Activecampaign Documentation

In the Automations area, there’s a “Manage Messages” area. 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 new tab to more easily modify your entire sequence. 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. But selecting an e-mail marketing platform is like picking a spouse – Activecampaign Documentation. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division alternatives.

Activecampaign DocumentationActivecampaign Documentation

You can integrate attributes with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can only segment by AND/OR, however MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw many others, a few of which I’ve currently discussed.

Activecampaign Documentation

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions choices aren’t as sophisticated either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.

MailChimp is complimentary for approximately 2,000 contacts, though if you’re severe I ‘d strongly warn against locking yourself into an e-mail marketing platform just due to the fact that it’s more affordable on the short-term. Switching is a discomfort, and it might cost you more in the long run. AWeber. AWeber has been around forever, so they incorporate with anything.

It has just-okay email editing experience, templates, and automations. One edge it has, in my opinion, is International Text Bits. I go more in depth in my AWeber Review. If you’re a small company with 5,000 subscribers or more, and you do not need much more than standard broadcasts and automations, AWeber might be a great option.

Activecampaign Documentation

I generally don’t believe pricing must be a major consider choosing the ideal email marketing platform for your organisation. Having the best functions for your marketing strategy will eventually make up for whatever price distinctions you discover. But, cost is still an aspect, so let’s take a look at rates for ActiveCampaign vs.

As you can see: If you’re beginning out with 500 contacts, ActiveCampaign’s Lite strategy is cheaper than both AWeber and ConvertKit. ConvertKit is practically double the rate of ActiveCampaign if you’re just starting out. MailChimp, is totally free below 2,000 contacts. However changing is a discomfort, so just pick MailChimp if it’s the best option for you.

About 10% more than ConvertKit, and about 50% more than AWeber or MailChimp. As I’ve stated, if you’re going to be making full use of ActiveCampaign’s abundant automation features, it’s well worth the price difference. In conclusion, ActiveCampaign is an exceptionally versatile email marketing platform, and I’m so grateful I put in the time to do the research study and make the switch from MailChimp to ActiveCampaign.

Activecampaign Documentation

Activecampaign Documentation

The possibilities are unlimited. Attend this FREE online training with Marcus TaylorOne tactic we have actually explored with a lot is utilizing information caught from our Leadformly kind to personalise the content in our ActiveCampaign emails using ActiveCampaign’s conditional content function. Basically, this enables you to personalise the material in your e-mail projects utilizing rules like ‘If contact’s organisation type = firm, display screen X, otherwise show Y’. Here’s an example of a fully-automated email we send out using conditional content.

I believe the factor is because it sounds natural and consists of enough personalisation (it referrals that they’re running a firm) that people believe it’s been written by hand. We have actually even gotten a great deal of appreciation from people who have actually recognized that it is automated, however are still impressed!If you desire to increase your email campaign engagement by 10-20%, just send all of your emails twice, however the second time around just send out the e-mail to the sector of individuals that didn’t open it the very first time round.

While the open rate will not be as high as the very first campaign, it’s still going to be opened by some of your list who would not have otherwise seen it (Activecampaign Documentation). If someone opens your email however does not click through to your deal it implies that they were captivated by your subject line, however the offer wasn’t quite ideal for them.

Activecampaign Documentation

One of our most responded-to e-mail campaigns is a simple e-mail that we send to everybody who attends a Leadformly webinar however doesn’t sign up for an account (Activecampaign Documentation). It looks like this: If someone clicks ‘Yes– but I have a concern’ or ‘No’ it opens an email addressed to me with the pre-filled text ‘Hey Marcus, I’m not prepared to use Leadformly because …’.

When we initially started investing in tools for our consumer success group at Leadformly, we tried Intercom, Drift, Promoter.io, and numerous others. After a number of months we realised that most of the performance we were utilizing in those tools might be replaced by ActiveCampaign. Here are a few of the methods we’re using ActiveCampaign for customer success.

Activecampaign DocumentationActivecampaign Documentation

While it’s indicated to be utilized for managing sales pipelines it works well work handling any procedure that has a clear set of actions– like onboarding. We have actually produced automation sequences to instantly move customers in between different steps of this pipeline based on what pages they go to or events they fire from within the Leadformly application.

Activecampaign Documentation

I have to confess, collecting NPS ratings in ActiveCampaign is hard. We had actually previously used Promoter.io to collect NPS, which is (in theory) a plug and play solution. We had a hard time a lot with their service, which was among the factors for centralising it in ActiveCampaign. Instead of explaining how we set it up here, I ‘d suggest reading fantastic article that ActiveCampaign released, which we followed to gather and automate NPS collection.

In order to inform our clients and make them successful as quickly as possible, we put all of our clients into a 7-day onboarding sequence, which leak feeds a series of tutorials, videos, and white documents that they can use to learn our software and improve outcomes from their lead capture forms. This automation series takes some strain off of our support group, as it suggests that we can address concerns in these tutorials that might have otherwise become assistance tickets/emails.

When someone cancels their account or demands a refund for our ventures, it is necessary that we learn what caused this. In ActiveCampaign, we instantly trigger a sequence that asks the client what made them leave, and then adds/removes them from the correct lists and series. It’s easy but is one less thing that our consumer success group need to think of.

Activecampaign Documentation

Below are a few of the methods we’ve utilized ActiveCampaign to automate elements of HR, finance, and employee training. When a brand-new employee joins Endeavor Harbour, an automatic e-mail sequence is activated that drip feeds info on how we doing things at Venture Harbour and why. This makes sure that all brand-new employees have a constant onboarding experience, and are aligned with the company’s larger photo vision and objectives.

While non-traditional, using marketing automation to improve our brand-new worker onboarding has actually made this procedure a lot easier. We don’t check out CVs at Venture Harbour. Rather, we ask all prospects that use for a job from our website to complete a short test that tells us more about them and how they resolve issues (Activecampaign Documentation).

At the end of the day, if you’re not going to finish a 10-minute test to be thought about for a function at Venture Harbour, you’re definitely not the ideal fit. It likewise offers us a lot of insightful details about candidates. For example, one of our worths at Venture Harbour is to never ever stop learning, so in our test we ask ‘What are the last 3 nonfiction books you read?’.

Activecampaign Documentation

Activecampaign DocumentationActivecampaign Documentation

This test is sent out through a marketing automation sequence, which maximizes hours of emailing back and forth with possible candidates, and ensures that we only consider the best applicants to come in for an interview. I utilized to dislike chasing after up invoices. While the majority of our customers paid their invoices on time, there were always a couple of that required a push or 2.

By sending the email from a ‘noreply@’ e-mail address rather than my personal email address it depersonalised the message and encountered more as an alert instead of an individual asking for a billing to be paid (Activecampaign Documentation). Not only was it simply as effective as me emailing them, it implied I might stop sending an email that I disliked sending out– and it conserved me time!There are couple of tools that I completely recommend daily, but ActiveCampaign is one of them.

As a one-stop email marketing service, ActiveCampaign, which starts at $9 per month has a lot to provide, consisting of unrestricted e-mails with all of its plans, third-party integrations, and a range of auto-responders. This leads to a rather busy user interface, which can be difficult to take in at first glance.

Activecampaign Documentation

Activecampaign DocumentationActivecampaign Documentation

ActiveCampaign has a large library of online assistance resources and onboarding services, and you can receive aid by means of live chat, however not by phone. It’s comparable to Campaign Monitor in numerous ways, though each bests the other one in some locations. For the best e-mail marketing experience want to our Editors’ Option choices in this category: Campaigner and MailChimp , each of which offer live support, and generous functions.

The company organizes its plans depending on the number of customers you’re aiming to reach. Plans start at $9 monthly for up to 500 contacts and limitless e-mails. At each subscriber level, you can upgrade to a Plus plan that adds a number of functions consisting of customer relationship management (CRM), a custom-made domain, and custom branding.

Strategies go all the way as much as 100,000 contacts; if you need more, you can get in touch with ActiveCampaign for a custom plan. In between, you can opt for 2,500 contacts for $29 monthly, 5,000 contacts for $45 each month and so on. All plans consist of unrestricted e-mails, unlike Campaign Screen, which offers both standard strategies with minimal emails, and more costly unlimited plans. Activecampaign Documentation.

Activecampaign Documentation

ActiveCampaign uses a 14-day free trial that does not require a charge card. To begin, all you require is your company name and email address. Next, you set up a password and after that select the service you’re looking for– in addition to email marketing, it uses marketing automation, CRM, and sales automation.

The dashboard is frustrating at first look. It’s difficult to understand where to look initially. On the best rail is a social activity feed, consisting of social shares, unsubscribes, click rates, and more. To the left of that is an overview of your campaign activity. Part of the confusion is that it’s filled with sample info that disappears when you mouse over it.

It’s likewise confusing given that ActiveCampaign likewise offers CRM and other features that you might not plan to use, however appear on the dashboard anyway if you’re utilizing the complimentary trial. Activecampaign Documentation. Along the top of the screen are your primary choices: contacts, projects, lists, and other non-email marketing related features.

Activecampaign Documentation

From here you can import and export CSV files or import from a third-party service, such as Asana (Go To Site at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Guidance), and a lot more. This is another location where it bests Campaign Monitor, which has no 3rd party combination. Activecampaign Documentation.

Prior to you include any contacts, though, you need to develop a list, just like with Campaign Display. When you develop a list, you require to offer it a name, provide your company’s mailing address for the footer, company URL, and a note letting subscribers understand why they’re getting the email (this might minimize spam reports from forgetful users.) Next, you can import contacts to that list.

You can likewise decide not to import a particular field. I tried adding e-mail, name, and birthday. It acknowledged email, however not the other two, but I was able to easily create customized fields. You can also tag contacts for easy searching. Click the campaigns tab to create a newsletter. They even have a standard mage editor where you can crop the image. MailChimp’s editor is the very 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 develop a truly plain e-mail, supplied you make a basic template first.

Activecampaign Documentation

MailChimp’s integrated image editor is very powerful. You can resize, crop, and add custom-made text to your images. I miss out on MailChimp’s email-editing experience. It would conserve me a little time to have that 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 modifying experience is very plain, but easy to navigate. Their templates are limited, which is fine with me, but their e-mail modifying experience is slightly much easier in that you can develop inline images, and you can develop a totally plain email, and even modify the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an email, 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 wished to switch back and forth in between different emails, I would intuitively be inclined open the very same automation in numerous tabs, then open the particular e-mails from each of those tabs.

Activecampaign Documentation

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 every one, or you can Command + Click to open each in a new tab to more quickly edit your whole series. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign. But choosing an e-mail marketing platform is like selecting a partner – Activecampaign Documentation. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has restricted division alternatives.

Activecampaign DocumentationActivecampaign Documentation

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, however MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my look for the perfect e-mail marketing platform, I saw lots of others, a few of which I’ve currently discussed.

Activecampaign Documentation

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

MailChimp is complimentary for as much as 2,000 contacts, though if you’re severe I ‘d highly caution against locking yourself into an email marketing platform even if it’s more affordable on the short-term. Changing is a pain, and it may cost you more in the long run. AWeber. AWeber has been around permanently, so they incorporate with anything.

It has just-okay email editing experience, design templates, and automations. One edge it has, in my viewpoint, is Worldwide Text Bits. I go more in depth in my AWeber Evaluation. If you’re a small organisation with 5,000 subscribers or more, and you do not require a lot more than fundamental broadcasts and automations, AWeber may be an excellent choice.

Activecampaign Documentation

I usually don’t believe pricing must be a major element in deciding the right e-mail marketing platform for your organisation. Having the ideal features for your marketing method will eventually offset whatever cost distinctions you find. But, cost is still a factor, so let’s look at pricing for ActiveCampaign vs.

As you can see: If you’re beginning with 500 contacts, ActiveCampaign’s Lite strategy is less expensive than both AWeber and ConvertKit. ConvertKit is practically double the rate of ActiveCampaign if you’re simply beginning. MailChimp, is free listed below 2,000 contacts. However switching is a discomfort, so just select MailChimp if it’s the best option for you.

About 10% more than ConvertKit, and about 50% more than AWeber or MailChimp. As I’ve said, if you’re going to be making complete usage of ActiveCampaign’s rich automation functions, it’s well worth the rate distinction. In conclusion, ActiveCampaign is an extremely versatile email marketing platform, and I’m so thankful I took the time to do the research and make the switch from MailChimp to ActiveCampaign.