Active Campaign Automation Examples

Active Campaign Automation Examples

The possibilities are limitless. Attend this FREE online training with Marcus TaylorOne method we’ve experimented with a lot is using data caught from our Leadformly form to personalise the material in our ActiveCampaign emails using ActiveCampaign’s conditional material function. Essentially, this allows you to customise the content in your email campaigns using rules like ‘If contact’s organisation type = company, screen X, otherwise show Y’. Here’s an example of a fully-automated email we send using conditional material.

I presume the reason is since it sounds natural and consists of sufficient personalisation (it referrals that they’re running an agency) that individuals believe it’s been composed by hand. We’ve even received a great deal of appreciation from people who have actually determined that it is automated, but are still impressed!If you want to increase your email campaign engagement by 10-20%, just send all of your e-mails twice, however the second time around only send out the email to the sector of individuals that didn’t open it the first time round.

While the open rate won’t be as high as the first campaign, it’s still going to be opened by some of your list who would not have actually otherwise seen it (Active Campaign Automation Examples). If somebody opens your email but does not click through to your offer it means that they were intrigued by your subject line, however the offer wasn’t rather right for them.

Active Campaign Automation Examples

One of our most responded-to email campaigns is an easy email that we send to everyone who goes to a Leadformly webinar but does not register for an account (Active Campaign Automation Examples). It appears like this: If somebody clicks ‘Yes– however I have a question’ or ‘No’ it opens up an e-mail dealt with to me with the pre-filled text ‘Hey there Marcus, I’m not all set to use Leadformly due to the fact that …’.

When we first started investing in tools for our consumer success group at Leadformly, we attempted Intercom, Drift, Promoter.io, and numerous others. After a number of months we realised that most of the functionality we were utilizing in those tools could be changed by ActiveCampaign. Here are some of the ways we’re utilizing ActiveCampaign for consumer success.

Active Campaign Automation ExamplesActive Campaign Automation Examples

While it’s indicated to be used for handling sales pipelines it works well work managing any procedure that has a clear set of steps– like onboarding. We’ve produced automation sequences to immediately move clients in between different steps of this pipeline based upon what pages they check out or events they fire from within the Leadformly application.

Active Campaign Automation Examples

I have to confess, gathering NPS scores in ActiveCampaign is not simple. We had formerly utilized 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 discussing how we set it up here, I ‘d advise reading brilliant 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 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 utilize to discover our software application and get better outcomes from their lead capture forms. This automation sequence takes some pressure off of our assistance team, as it indicates that we can respond to questions in these tutorials that might have otherwise become support tickets/emails.

When someone cancels their account or demands a refund for our ventures, it is essential that we discover what triggered this. In ActiveCampaign, we automatically trigger a sequence that asks the consumer what made them leave, and after that adds/removes them from the right lists and series. It’s basic but is one less thing that our client success team need to consider.

Active Campaign Automation Examples

Below are a few of the methods we have actually used ActiveCampaign to automate aspects of HR, finance, and staff member training. When a brand-new employee joins Endeavor Harbour, an automatic e-mail series is triggered that drip feeds information on how we doing things at Endeavor Harbour and why. This guarantees that all new workers have a consistent onboarding experience, and are aligned with the company’s bigger picture vision and goals.

While unconventional, using marketing automation to improve our brand-new staff member onboarding has actually made this procedure a lot much easier. We don’t check out CVs at Endeavor Harbour. Instead, we ask all candidates that look for a job from our website to finish a short test that tells us more about them and how they fix problems (Active Campaign Automation Examples).

At the end of the day, if you’re not ready to complete a 10-minute quiz to be thought about for a role at Venture Harbour, you’re certainly not the ideal fit. It likewise provides us a great deal of informative details about candidates. For instance, one of our values at Endeavor Harbour is to never ever stop discovering, so in our quiz we ask ‘What are the last three nonfiction books you read?’.

Active Campaign Automation Examples

Active Campaign Automation ExamplesActive Campaign Automation Examples

This test is sent out through a marketing automation sequence, which maximizes hours of emailing backward and forward with prospective candidates, and ensures that we just think about the extremely finest candidates to come in for an interview. I utilized to dislike chasing after up billings. While most of our customers paid their invoices on time, there were always a few that required a nudge or more.

By sending the email from a ‘[email protected]’ e-mail address rather than my individual e-mail address it depersonalised the message and encountered more as an alert rather than an individual asking for a billing to be paid (Active Campaign Automation Examples). Not only was it just as reliable as me emailing them, it indicated I could stop sending an email that I disliked sending out– and it saved me time!There are few tools that I completely recommend daily, but ActiveCampaign is one of them.

As a one-stop e-mail marketing service, ActiveCampaign, which starts at $9 per month has a lot to use, including limitless e-mails with all of its strategies, third-party combinations, and a range of auto-responders. This leads to a rather hectic interface, which can be tough to take in at very first look.

Active Campaign Automation Examples

Active Campaign Automation ExamplesActive Campaign Automation Examples

ActiveCampaign has a big library of online support resources and onboarding services, and you can receive help through live chat, however not by phone. It’s comparable to Campaign Screen in numerous methods, though each bests the other one in some areas. For the best e-mail marketing experience look to our Editors’ Option choices in this category: Campaigner and MailChimp , each of which use live assistance, and generous features.

The business arranges its strategies depending on the number of customers you’re seeking to reach. Strategies start at $9 per month for up to 500 contacts and limitless e-mails. At each subscriber level, you can update to a Plus strategy that adds several functions including consumer relationship management (CRM), a customized domain, and custom-made branding.

Plans go all the way up to 100,000 contacts; if you need more, you can call ActiveCampaign for a customized strategy. In in between, you can choose for 2,500 contacts for $29 each month, 5,000 contacts for $45 monthly and so on. All strategies consist of unlimited e-mails, unlike Campaign Monitor, which uses both fundamental plans with restricted emails, and more pricey unlimited strategies. Active Campaign Automation Examples.

Active Campaign Automation Examples

ActiveCampaign uses a 14-day complimentary trial that does not need a charge card. To get begun, all you need is your company name and email address. Next, you established a password and after that pick the service you’re trying to find– in addition to email marketing, it offers marketing automation, CRM, and sales automation.

The control panel is frustrating in the beginning look. It’s difficult to understand where to look first. 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 info that vanishes when you mouse over it.

It’s also confusing because ActiveCampaign also offers CRM and other functions that you might not prepare to use, however appear on the control panel anyway if you’re using the free trial. Active Campaign Automation Examples. Along the top of the screen are your main alternatives: contacts, campaigns, lists, and other non-email marketing associated features.

Active Campaign Automation Examples

From here you can import and export CSV files or import from a third-party service, such as Asana (Visit Website at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Suggestions), and many more. This is another area where it bests Campaign Screen, which has no 3rd party integration. Active Campaign Automation Examples.

Prior to you include any contacts, however, you need to develop a list, similar to with Campaign Screen. When you develop a list, you require to provide it a name, supply your business’s mailing address for the footer, business URL, and a note letting subscribers understand why they’re getting the e-mail (this might decrease spam reports from forgetful users.) Next, you can import contacts to that list.

You can likewise decide not to import a specific field. I checked out adding email, name, and birthday. It acknowledged e-mail, however not the other two, but I was able to quickly develop custom fields. You can also tag contacts for easy searching. Click on 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’ve seen in all of the email marketing platforms I have actually tried. You have access to the underlying code, so you can produce a truly plain e-mail, offered you make a standard design template initially.

Active Campaign Automation Examples

MailChimp’s built-in image editor is very effective. You can resize, crop, and add customized text to your images. I miss 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 potential time savings.

ConvertKit’s email editing experience is very plain, but easy to browse. Their design templates are restricted, which is great with me, but their email editing experience is somewhat much easier because you can develop inline images, and you can produce a totally plain e-mail, and even edit the underlying HTML. If you wish to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an e-mail, 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 implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to switch backward and forward in between different emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective e-mails from each of those tabs.

Active Campaign Automation Examples

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 modify every one, or you can Command + Click to open each in a brand-new tab to more quickly edit 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 picking an email marketing platform resembles choosing a spouse – Active Campaign Automation Examples. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division options.

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You can combine attributes with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw lots of others, a few of which I have actually already mentioned.

Active Campaign Automation Examples

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions choices 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 totally free for approximately 2,000 contacts, though if you’re major I ‘d strongly caution against locking yourself into an email marketing platform simply due to the fact that it’s less expensive on the short term. Switching is a discomfort, and it might cost you more in the long run. AWeber. AWeber has actually been around permanently, so they incorporate with anything.

It has just-okay email modifying experience, design templates, and automations. One edge it has, in my opinion, is International Text Bits. I go more in depth in my AWeber Evaluation. If you’re a small company with 5,000 customers or more, and you don’t need far more than fundamental broadcasts and automations, AWeber might be a good option.

Active Campaign Automation Examples

I generally don’t believe pricing ought to be a significant element in deciding the right email marketing platform for your company. Having the ideal features for your marketing strategy will ultimately make up for whatever cost differences you find. However, rate is still an aspect, so let’s take a look at pricing for ActiveCampaign vs.

As you can see: If you’re beginning with 500 contacts, ActiveCampaign’s Lite strategy is more affordable than both AWeber and ConvertKit. ConvertKit is almost double the price of ActiveCampaign if you’re just beginning. MailChimp, is complimentary listed below 2,000 contacts. But switching is a pain, so only choose MailChimp if it’s the very 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 complete usage of ActiveCampaign’s rich automation features, it’s well worth the price distinction. In conclusion, ActiveCampaign is an extremely versatile e-mail marketing platform, and I’m so delighted I made the effort to do the research study and make the switch from MailChimp to ActiveCampaign.