How To Connect Gravity Forms To Active Campaign

How To Connect Gravity Forms To Active Campaign

The possibilities are unlimited. Attend this FREE online training with Marcus TaylorOne method we’ve try out a lot is utilizing data recorded from our Leadformly form to personalise the content in our ActiveCampaign e-mails using ActiveCampaign’s conditional content feature. Basically, this allows you to customise the content in your email projects utilizing rules like ‘If contact’s organisation type = firm, screen X, otherwise show Y’. Here’s an example of a fully-automated email we send utilizing conditional material.

I suspect the factor is since it sounds natural and consists of enough personalisation (it referrals that they’re running a firm) that people believe it’s been composed manually. We’ve even received a lot of praise from people who’ve recognized that it is automated, but are still impressed!If you want to increase your email campaign engagement by 10-20%, simply send out all of your emails two times, however the 2nd time around only send the e-mail to the section of individuals 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 would not have actually otherwise seen it (How To Connect Gravity Forms To Active Campaign). If someone opens your email but doesn’t click through to your deal it implies that they were fascinated by your subject line, however the offer wasn’t quite best for them.

How To Connect Gravity Forms To Active Campaign

Among our most responded-to email projects is a simple e-mail that we send to everybody who attends a Leadformly webinar but does not sign up for an account (How To Connect Gravity Forms To Active Campaign). It looks like this: If somebody clicks ‘Yes– but I have a concern’ or ‘No’ it opens up an email addressed to me with the pre-filled text ‘Hello Marcus, I’m not prepared to use Leadformly because …’.

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

How To Connect Gravity Forms To Active CampaignHow To Connect Gravity Forms To Active Campaign

While it’s suggested to be utilized for managing sales pipelines it works well work handling any process that has a clear set of actions– like onboarding. We have actually produced automation series to instantly move customers in between various steps of this pipeline based upon what pages they check out or occasions they fire from within the Leadformly application.

How To Connect Gravity Forms To Active Campaign

I have to confess, gathering NPS ratings in ActiveCampaign is difficult. We had actually formerly used Promoter.io to gather NPS, which is (in theory) a plug and play option. We struggled a lot with their service, which was one of the reasons for centralising it in ActiveCampaign. Instead of describing how we set it up here, I ‘d advise reading fantastic post that ActiveCampaign released, which we followed to collect and automate NPS collection.

In order to inform our clients and make them effective as rapidly as possible, we put all of our consumers into a 7-day onboarding series, which drip feeds a series of tutorials, videos, and white documents that they can use to discover our software and improve outcomes from their lead capture kinds. This automation series takes some stress off of our support team, as it means that we can respond to concerns in these tutorials that might have otherwise ended up being assistance tickets/emails.

When somebody cancels their account or requests a refund for our ventures, it’s important that we discover what triggered this. In ActiveCampaign, we immediately activate a sequence that asks the client what made them leave, and after that adds/removes them from the proper lists and series. It’s easy however is one less thing that our customer success team need to consider.

How To Connect Gravity Forms To Active Campaign

Below are a few of the ways we have actually used ActiveCampaign to automate aspects of HR, finance, and worker training. When a new employee joins Venture Harbour, an automated email series is triggered that drip feeds details on how we doing things at Endeavor Harbour and why. This makes sure that all new staff members have a consistent onboarding experience, and are lined up with the company’s bigger image vision and objectives.

While unconventional, utilizing marketing automation to simplify our brand-new worker onboarding has actually made this process a lot simpler. We do not read CVs at Venture Harbour. Rather, we ask all prospects that get a task from our website to complete a brief test that tells us more about them and how they solve issues (How To Connect Gravity Forms To Active Campaign).

At the end of the day, if you’re not willing to finish a 10-minute quiz to be considered for a function at Endeavor Harbour, you’re certainly not the right fit. It likewise offers us a lot of informative info about prospects. For example, among our values at Venture Harbour is to never stop learning, so in our quiz we ask ‘What are the last 3 nonfiction books you check out?’.

How To Connect Gravity Forms To Active Campaign

How To Connect Gravity Forms To Active CampaignHow To Connect Gravity Forms To Active Campaign

This quiz is sent through a marketing automation sequence, which maximizes hours of emailing backward and forward with possible candidates, and ensures that we only consider the really best candidates to come in for an interview. I used to hate chasing up invoices. While the majority of our customers paid their billings on time, there were always a few that needed a nudge or 2.

By sending the e-mail from a ‘[email protected]’ e-mail address instead of my individual email address it depersonalised the message and encountered more as an alert rather than an individual asking for an invoice to be paid (How To Connect Gravity Forms To Active Campaign). Not only was it just as effective as me emailing them, it suggested I might stop sending out an e-mail that I disliked sending– and it conserved me time!There are couple of tools that I completely advise every day, but ActiveCampaign is among them.

As a one-stop e-mail marketing service, ActiveCampaign, which begins at $9 each month has a lot to provide, including endless emails with all of its strategies, third-party combinations, and a range of auto-responders. This results in a rather hectic user interface, which can be difficult to take in in the beginning glance.

How To Connect Gravity Forms To Active Campaign

How To Connect Gravity Forms To Active CampaignHow To Connect Gravity Forms To Active Campaign

ActiveCampaign has a big library of online assistance resources and onboarding services, and you can get aid through live chat, however not by phone. It’s equivalent to Campaign Monitor in numerous methods, though each bests the other one in some areas. For the very best e-mail marketing experience look to our Editors’ Option picks in this classification: Campaigner and MailChimp , each of which use live assistance, and generous functions.

The business organizes its strategies depending upon the number of subscribers you’re wanting to reach. Strategies start at $9 monthly for as much as 500 contacts and limitless emails. At each subscriber level, you can upgrade to a Plus plan that includes numerous functions consisting of consumer relationship management (CRM), a custom-made domain, and custom branding.

Plans go all the method approximately 100,000 contacts; if you require more, you can contact ActiveCampaign for a custom strategy. In between, you can go with 2,500 contacts for $29 per month, 5,000 contacts for $45 monthly and so on. All strategies consist of unlimited e-mails, unlike Campaign Monitor, which provides both fundamental strategies with minimal e-mails, and more expensive limitless strategies. How To Connect Gravity Forms To Active Campaign.

How To Connect Gravity Forms To Active Campaign

ActiveCampaign uses a 14-day totally free trial that does not require a charge card. To start, all you need 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 provides marketing automation, CRM, and sales automation.

The dashboard is frustrating at very first glance. It’s tough to know where to look initially. On the ideal 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 also complicated considering that ActiveCampaign also offers CRM and other features that you might not prepare to use, but appear on the control panel anyhow if you’re using the totally free trial. How To Connect Gravity Forms To Active Campaign. Along the top of the screen are your primary choices: contacts, projects, lists, and other non-email marketing related features.

How To Connect Gravity Forms To Active Campaign

From here you can import and export CSV files or import from a third-party service, such as Asana (Check Out Site at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Recommendations), and lots of more. This is another location where it bests Campaign Screen, which has no 3rd party combination. How To Connect Gravity Forms To Active Campaign.

Before you add any contacts, however, you need to develop a list, just like with Campaign Monitor. When you produce a list, you need to provide it a name, offer your business’s mailing address for the footer, business URL, and a note letting subscribers understand why they’re receiving the email (this may reduce spam reports from forgetful users.) Next, you can import contacts to that list.

You can also decide not to import a certain field. I tried adding email, name, and birthday. It acknowledged email, but not the other 2, but I had the ability to quickly create custom fields. You can also tag contacts for simple searching. Click the campaigns tab to produce a newsletter. They even have a standard mage editor where you can crop the image. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I have actually tried. You have access to the underlying code, so you can create a truly plain e-mail, provided you make a basic template initially.

How To Connect Gravity Forms To Active Campaign

MailChimp’s integrated image editor is incredibly effective. You can resize, crop, and include customized 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. However the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time cost savings.

ConvertKit’s e-mail modifying experience is really plain, but easy to browse. Their design templates are restricted, which is fine with me, but their e-mail editing experience is a little simpler in that you can create inline images, and you can develop a totally plain e-mail, and even modify the underlying HTML. If you want to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

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 meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change back and forth between various emails, I would intuitively be inclined open the exact same automation in various tabs, then open the respective e-mails from each of those tabs.

How To Connect Gravity Forms To Active Campaign

In the Automations area, 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 series. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign. However picking an email marketing platform is like picking a partner – How To Connect Gravity Forms To Active Campaign. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division alternatives.

How To Connect Gravity Forms To Active CampaignHow To Connect Gravity Forms To Active Campaign

You can combine qualities 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 sector by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an additional $199 a month. In my search for the best email marketing platform, I saw lots of others, a few of which I have actually currently mentioned.

How To Connect Gravity Forms To Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They also do not have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

MailChimp is complimentary for approximately 2,000 contacts, though if you’re serious I ‘d strongly warn against locking yourself into an email marketing platform just due to the fact that it’s more affordable on the brief term. Changing is a discomfort, 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 e-mail modifying experience, design templates, and automations. One edge it has, in my opinion, is Worldwide Text Snippets. I go more in depth in my AWeber Review. If you’re a little service with 5,000 customers or more, and you do not need far more than fundamental broadcasts and automations, AWeber might be a good choice.

How To Connect Gravity Forms To Active Campaign

I generally do not think pricing must be a significant aspect in choosing the right email marketing platform for your organisation. Having the right features for your marketing technique will eventually offset whatever price differences you discover. However, rate is still an element, so let’s look at prices for ActiveCampaign vs.

As you can see: If you’re beginning with 500 contacts, ActiveCampaign’s Lite strategy is cheaper than both AWeber and ConvertKit. ConvertKit is practically double the cost of ActiveCampaign if you’re just beginning. MailChimp, is free below 2,000 contacts. However switching is a pain, so only choose MailChimp if it’s the finest choice 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 full usage of ActiveCampaign’s rich automation features, it’s well worth the price distinction. In conclusion, ActiveCampaign is an exceptionally flexible e-mail marketing platform, and I’m so thankful I made the effort to do the research study and make the switch from MailChimp to ActiveCampaign.