Active Campaign Dashboard Show All Tasks

Active Campaign Dashboard Show All Tasks

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

I suspect the factor is because it sounds natural and includes enough personalisation (it references that they’re running an agency) that people believe it’s been composed by hand. We have actually even received a lot of praise from individuals who’ve recognized that it is automated, but are still impressed!If you want to increase your e-mail campaign engagement by 10-20%, simply send all of your e-mails twice, however the 2nd time around just send out the e-mail 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 (Active Campaign Dashboard Show All Tasks). If somebody opens your e-mail however does not click through to your offer it suggests that they were captivated by your subject line, however the deal wasn’t quite right for them.

Active Campaign Dashboard Show All Tasks

Among our most responded-to email projects is an easy e-mail that we send to everybody who participates in a Leadformly webinar however does not register for an account (Active Campaign Dashboard Show All Tasks). It looks like this: If someone clicks ‘Yes– however I have a question’ or ‘No’ it opens up an email dealt with to me with the pre-filled text ‘Hey there Marcus, I’m not prepared to use Leadformly because …’.

When we initially began investing in tools for our client success team at Leadformly, we tried Intercom, Drift, Promoter.io, and a number of others. After numerous months we realised that the majority of the performance we were using in those tools might be changed by ActiveCampaign. Here are some of the methods we’re using ActiveCampaign for customer success.

Active Campaign Dashboard Show All TasksActive Campaign Dashboard Show All Tasks

While it’s implied to be used for handling sales pipelines it works well work managing any process that has a clear set of actions– like onboarding. We’ve created automation sequences to instantly move clients between various steps of this pipeline based upon what pages they visit or events they fire from within the Leadformly application.

Active Campaign Dashboard Show All Tasks

I have to admit, collecting NPS ratings in ActiveCampaign is hard. We had previously utilized Promoter.io to collect NPS, which is (in theory) a plug and play option. We had a hard time a lot with their service, which was one of the reasons for centralising it in ActiveCampaign. Instead of discussing how we set it up here, I ‘d advise reading dazzling article that ActiveCampaign released, which we followed to gather and automate NPS collection.

In order to inform our clients and make them effective as quickly as possible, we put all of our customers into a 7-day onboarding series, which leak feeds a series of tutorials, videos, and white papers that they can utilize to discover our software application and get better arise from their lead capture kinds. This automation series takes some strain off of our assistance group, as it indicates that we can answer questions in these tutorials that may have otherwise become assistance tickets/emails.

When somebody cancels their account or requests a refund for our endeavors, it is necessary that we learn what caused this. In ActiveCampaign, we immediately trigger a sequence that asks the consumer what made them leave, and after that adds/removes them from the correct lists and sequences. It’s easy however is one less thing that our consumer success team need to consider.

Active Campaign Dashboard Show All Tasks

Below are some of the ways we’ve utilized ActiveCampaign to automate aspects of HR, finance, and staff member training. When a new worker signs up with Endeavor Harbour, an automated email sequence is activated that drip feeds details on how we doing things at Venture Harbour and why. This makes sure that all new employees have a constant onboarding experience, and are aligned with the company’s bigger image vision and objectives.

While non-traditional, using marketing automation to streamline our brand-new employee onboarding has made this process a lot simpler. We don’t read CVs at Endeavor Harbour. Rather, we ask all candidates that apply for a task from our site to complete a short test that tells us more about them and how they resolve problems (Active Campaign Dashboard Show All Tasks).

At the end of the day, if you’re not happy to finish a 10-minute quiz to be considered for a role at Venture Harbour, you’re certainly not the right fit. It likewise gives us a great deal of insightful info about prospects. For example, one of our worths at Endeavor Harbour is to never ever stop discovering, so in our quiz we ask ‘What are the last 3 nonfiction books you check out?’.

Active Campaign Dashboard Show All Tasks

Active Campaign Dashboard Show All TasksActive Campaign Dashboard Show All Tasks

This quiz is sent through a marketing automation sequence, which releases up hours of emailing backward and forward with possible prospects, and makes sure that we only consider the absolute best candidates to come in for an interview. I utilized to hate chasing up billings. While most of our clients paid their billings on time, there were always a couple of that required a push or more.

By sending out the email from a ‘[email protected]’ e-mail address instead of my individual e-mail address it depersonalised the message and encountered more as an alert instead of an individual requesting for a billing to be paid (Active Campaign Dashboard Show All Tasks). Not just was it just as efficient as me emailing them, it meant I could stop sending an email that I hated sending– and it saved me time!There are few tools that I completely recommend on a day-to-day basis, however ActiveCampaign is one of them.

As a one-stop e-mail marketing service, ActiveCampaign, which begins at $9 per month has a lot to offer, including unrestricted emails with all of its strategies, third-party combinations, and a range of auto-responders. This leads to a rather busy interface, which can be difficult to take in in the beginning look.

Active Campaign Dashboard Show All Tasks

Active Campaign Dashboard Show All TasksActive Campaign Dashboard Show All Tasks

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 similar to Campaign Monitor in many ways, though each bests the other one in some locations. For the very best e-mail marketing experience aim to our Editors’ Option choices in this classification: Advocate and MailChimp , each of which offer live support, and generous functions.

The company arranges its plans depending upon the number of subscribers you’re seeking to reach. Plans start at $9 per month for approximately 500 contacts and unlimited emails. At each customer level, you can update to a Plus strategy that includes several functions consisting of client relationship management (CRM), a custom domain, and custom-made branding.

Plans go all the way approximately 100,000 contacts; if you need more, you can contact ActiveCampaign for a customized plan. In between, you can choose 2,500 contacts for $29 per month, 5,000 contacts for $45 monthly and so on. All strategies consist of endless emails, unlike Campaign Screen, which provides both basic plans with limited e-mails, and more costly unlimited plans. Active Campaign Dashboard Show All Tasks.

Active Campaign Dashboard Show All Tasks

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

The dashboard is overwhelming at first glance. It’s difficult 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 introduction 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 also confusing considering that 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 totally free trial. Active Campaign Dashboard Show All Tasks. Along the top of the screen are your main options: contacts, projects, lists, and other non-email marketing associated features.

Active Campaign Dashboard Show All Tasks

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 Advice), and much more. This is another area where it bests Campaign Screen, which has no 3rd party integration. Active Campaign Dashboard Show All Tasks.

Prior to you add any contacts, though, you have to create a list, simply like with Campaign Monitor. When you produce a list, you need to give it a name, offer your company’s mailing address for the footer, company URL, and a note letting subscribers understand why they’re receiving the e-mail (this might decrease spam reports from absent-minded users.) Next, you can import contacts to that list.

You can likewise opt not to import a certain field. I experimented with adding e-mail, name, and birthday. It recognized email, however not the other two, but I was able to easily produce custom fields. You can also tag contacts for easy searching. Click on the campaigns tab to produce a newsletter. They even have a basic mage editor where you can crop the image. MailChimp’s editor is the best I have actually seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can develop a genuinely plain e-mail, supplied you make a standard design template initially.

Active Campaign Dashboard Show All Tasks

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and add 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 build on ActiveCampaign more than make up for that potential time cost savings.

ConvertKit’s email editing experience is really plain, but simple to navigate. Their design templates are restricted, which is great with me, but their e-mail editing experience is slightly simpler because you can create inline images, and you can create a completely plain e-mail, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on 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 wanted to switch back and forth in between numerous e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the respective e-mails from each of those tabs.

Active Campaign Dashboard Show All Tasks

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 each one, or you can Command + Click to open each in a brand-new tab to more easily modify your whole sequence. 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. However choosing an e-mail marketing platform resembles choosing a partner – Active Campaign Dashboard Show All Tasks. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation choices.

Active Campaign Dashboard Show All TasksActive Campaign Dashboard Show All Tasks

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can only section by AND/OR, however MailChimp’s Pro plan allows more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw lots of others, a few of which I’ve currently mentioned.

Active Campaign Dashboard Show All Tasks

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are much simpler to build, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as advanced either. They also do not have goal tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

MailChimp is free for up to 2,000 contacts, though if you’re major I ‘d strongly warn versus locking yourself into an email marketing platform even if it’s less expensive on the short-term. Changing is a pain, and it might cost you more in the long run. AWeber. AWeber has 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 viewpoint, is International Text Snippets. I go more in depth in my AWeber Evaluation. If you’re a small company with 5,000 subscribers or more, and you don’t require much more than standard broadcasts and automations, AWeber may be a great choice.

Active Campaign Dashboard Show All Tasks

I normally don’t believe rates must be a significant consider choosing the best email marketing platform for your company. Having the best features for your marketing method will eventually make up for whatever rate distinctions you discover. But, rate is still a factor, so let’s take a look at pricing for ActiveCampaign vs.

As you can see: If you’re starting 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 starting out. MailChimp, is complimentary listed below 2,000 contacts. However changing is a pain, so just pick MailChimp if it’s the finest 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 use of ActiveCampaign’s abundant automation features, it’s well worth the rate difference. In conclusion, ActiveCampaign is an extremely flexible email marketing platform, and I’m so glad I made the effort to do the research and make the switch from MailChimp to ActiveCampaign.