How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – How To Save An Email As A Template In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can develop Conditions, to check whether the contact has a certain tag or customized field value.

How To Save An Email As A Template In Active Campaign

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date takes place A custom-made field is upgraded with a particular value You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I ‘d like to build it. Numerous marketers construct very easy email series for their “e-mail courses.” A contact signs up, and after that that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.

How To Save An Email As A Template In Active Campaign

Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Save An Email As A Template In Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up email the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send the very same e-mail to everyone on my list. I desire to send them the proper email for their level of engagement – How To Save An Email As A Template In Active Campaign. How To Save An Email As A Template In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the item I pitch in the webinar.

How To Save An Email As A Template In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they right away hit the “Goal” toward the end of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Save An Email As A Template In Active Campaign.

This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact registered, went to, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other emails to get to individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

How To Save An Email As A Template In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t recommend.

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation utilizing a different automation) – How To Save An Email As A Template In Active Campaign.

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. How To Save An Email As A Template In Active Campaign. I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still desire my e-mails?” confirmation.

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Save An Email As A Template In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom field is updated with a certain worth From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field value.

How To Save An Email As A Template In Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date takes place A custom-made field is updated with a certain value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I want to construct it. Lots of online marketers construct really easy email sequences for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this method, I was on MailChimp.

How To Save An Email As A Template In Active Campaign

Here’s the automation I utilize to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Save An Email As A Template In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with buddies.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up e-mail the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the exact same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – How To Save An Email As A Template In Active Campaign. How To Save An Email As A Template In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.

How To Save An Email As A Template In Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they right away struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Save An Email As A Template In Active Campaign.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact signed up, went to, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

How To Save An Email As A Template In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I don’t recommend.

Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the confirmation link in the previous email, they have actually already been gotten rid of from the automation utilizing a different automation) – How To Save An Email As A Template In Active Campaign.

How To Save An Email As A Template In Active Campaign

How To Save An Email As A Template In Active CampaignHow To Save An Email As A Template In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking enabled. This form includes a tag that I use to filter those contacts out. How To Save An Email As A Template In Active Campaign. I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my e-mails?” confirmation.