How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active Campaign

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

I think the reason is because it sounds natural and includes adequate personalisation (it recommendations that they’re running a company) that individuals suspect it’s been written manually. We have actually even received a great deal of praise from individuals who’ve identified that it is automated, but are still impressed!If you wish to increase your e-mail campaign engagement by 10-20%, just send out all of your e-mails twice, however the second time around just 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 some of your list who would not have otherwise seen it (How To Bulk Add Tasks In Active Campaign). If someone opens your e-mail however doesn’t click through to your offer it implies that they were intrigued by your subject line, but the offer wasn’t quite ideal for them.

How To Bulk Add Tasks In Active Campaign

Among our most responded-to email projects is a basic email that we send out to everyone who attends a Leadformly webinar but doesn’t sign up for an account (How To Bulk Add Tasks In Active Campaign). It appears like this: If somebody clicks ‘Yes– but I have a concern’ or ‘No’ it opens an e-mail dealt with to me with the pre-filled text ‘Hello Marcus, I’m not ready to use Leadformly because …’.

When we first started purchasing tools for our consumer success team at Leadformly, we attempted Intercom, Drift, Promoter.io, and a number of others. After several months we realised that many of the functionality we were using in those tools might be replaced by ActiveCampaign. Here are a few of the methods we’re using ActiveCampaign for customer success.

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

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

How To Bulk Add Tasks In Active Campaign

I have to admit, gathering NPS scores in ActiveCampaign is difficult. We had previously utilized Promoter.io to gather 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 brilliant article that ActiveCampaign released, which we followed to gather and automate NPS collection.

In order to inform our customers and make them successful 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 papers that they can utilize to discover our software and improve results from their lead capture forms. This automation sequence takes some pressure off of our support group, as it implies that we can answer questions in these tutorials that might have otherwise ended up being support tickets/emails.

When someone cancels their account or demands a refund for our endeavors, it is necessary that we discover what caused this. In ActiveCampaign, we immediately set off a series that asks the consumer what made them leave, and then adds/removes them from the right lists and sequences. It’s easy but is one less thing that our consumer success group requirement to think of.

How To Bulk Add Tasks In Active Campaign

Below are a few of the ways we have actually utilized ActiveCampaign to automate aspects of HR, finance, and worker training. When a brand-new employee joins Venture Harbour, an automated e-mail series is set off that drip feeds info on how we doing things at Endeavor Harbour and why. This guarantees that all new employees have a constant onboarding experience, and are lined up with the business’s larger picture vision and objectives.

While unconventional, utilizing marketing automation to simplify our brand-new employee onboarding has actually made this process a lot much easier. We don’t check out CVs at Endeavor Harbour. Instead, we ask all candidates that obtain a job from our website to complete a short test that tells us more about them and how they fix problems (How To Bulk Add Tasks In Active Campaign).

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 absolutely not the ideal fit. It also gives us a lot of informative info about candidates. For example, one of our worths at Venture Harbour is to never stop discovering, so in our quiz we ask ‘What are the last three nonfiction books you check out?’.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

This quiz is sent through a marketing automation sequence, which frees up hours of emailing backward and forward with possible candidates, and ensures that we just think about the absolute best applicants to come in for an interview. I used to dislike chasing up billings. While the bulk of our customers paid their billings on time, there were always a couple of that needed a nudge or 2.

By sending the e-mail from a ‘[email protected]’ e-mail address instead of my individual e-mail address it depersonalised the message and came throughout more as an alert instead of a person requesting for a billing to be paid (How To Bulk Add Tasks In Active Campaign). Not only was it just as effective as me emailing them, it indicated I could stop sending an email that I disliked sending out– and it conserved me time!There are few tools that I totally advise on a daily basis, however ActiveCampaign is one of them.

As a one-stop email marketing service, ActiveCampaign, which starts at $9 each month has a lot to use, including endless e-mails with all of its strategies, third-party integrations, and a range of auto-responders. This leads to a rather busy interface, which can be hard to take in at very first glance.

How To Bulk Add Tasks In Active Campaign

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

ActiveCampaign has a big library of online support resources and onboarding services, and you can get assistance by means of live chat, but not by phone. It’s equivalent to Campaign Screen in lots of ways, though each bests the other one in some locations. For the best email marketing experience seek to our Editors’ Choice picks in this category: Advocate and MailChimp , each of which offer live assistance, and generous features.

The company arranges its strategies depending on the number of customers you’re looking to reach. Plans start at $9 monthly for approximately 500 contacts and unlimited emails. At each customer level, you can upgrade to a Plus strategy that adds several functions including customer 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 get in touch with ActiveCampaign for a customized 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 endless e-mails, unlike Campaign Display, which offers both fundamental strategies with minimal e-mails, and more costly unlimited plans. How To Bulk Add Tasks In Active Campaign.

How To Bulk Add Tasks In Active Campaign

ActiveCampaign provides a 14-day complimentary trial that does not need a charge card. To get going, all you require is your business name and e-mail address. Next, you set up a password and then choose the service you’re looking for– in addition to email marketing, it uses marketing automation, CRM, and sales automation.

The dashboard is frustrating in the beginning glance. It’s tough to understand where to look first. On the right rail is a social activity feed, including social shares, unsubscribes, click rates, and more. To the left of that is a summary of your campaign activity. Part of the confusion is that it’s filled with sample information that disappears when you mouse over it.

It’s likewise complicated because ActiveCampaign also offers CRM and other functions that you may not plan to use, however show up on the control panel anyhow if you’re using the free trial. How To Bulk Add Tasks In Active Campaign. Along the top of the screen are your main alternatives: contacts, campaigns, lists, and other non-email marketing associated features.

How To Bulk Add Tasks In Active Campaign

From here you can import and export CSV files or import from a third-party service, such as Asana (Visit Site at Asana), Base CRM , Zoho CRM (Free Trial at Software Advice), and much more. This is another location where it bests Campaign Screen, which has no 3rd party combination. How To Bulk Add Tasks In Active Campaign.

Prior to you include any contacts, though, you have to create a list, similar to with Campaign Display. When you produce a list, you require to give it a name, offer your business’s mailing address for the footer, business URL, and a note letting customers understand why they’re getting the e-mail (this may reduce spam reports from forgetful users.) Next, you can import contacts to that list.

You can also opt not to import a particular field. I experimented with including e-mail, name, and birthday. It recognized e-mail, but not the other 2, but I had the ability to easily produce custom fields. You can also tag contacts for simple searching. Click the campaigns tab to develop a newsletter. They even have a fundamental 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 produce a really plain e-mail, provided you make a fundamental design template initially.

How To Bulk Add Tasks In Active Campaign

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and include 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. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail modifying experience is very plain, but easy to navigate. Their design templates are limited, which is fine with me, but their email modifying experience is a little simpler in that you can produce inline images, and you can create an absolutely plain e-mail, and even edit 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 an e-mail, and it takes me to the editor for that email. 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 wanted to switch back and forth in between numerous e-mails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective emails from each of those tabs.

How To Bulk Add Tasks In 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 each 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 save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign. However choosing an email marketing platform is like picking a spouse – How To Bulk Add Tasks In Active Campaign. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

How To Bulk Add Tasks In Active CampaignHow To Bulk Add Tasks In Active Campaign

You can integrate characteristics 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, nevertheless MailChimp’s Pro plan allows more sophisticated segmenting, for an extra $199 a month. In my look for the ideal e-mail marketing platform, I saw numerous others, a few of which I have actually already pointed out.

How To Bulk Add Tasks In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as sophisticated either. They also don’t have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

MailChimp is complimentary for as much as 2,000 contacts, though if you’re serious I ‘d highly caution against locking yourself into an e-mail marketing platform even if 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 forever, so they integrate with anything.

It has just-okay e-mail modifying experience, design templates, and automations. One edge it has, in my opinion, is Global Text Bits. I go more in depth in my AWeber Evaluation. If you’re a little service with 5,000 customers or more, and you do not require a lot more than basic broadcasts and automations, AWeber may be an excellent option.

How To Bulk Add Tasks In Active Campaign

I generally don’t believe rates must be a significant consider deciding the ideal e-mail marketing platform for your organisation. Having the right features for your marketing strategy will eventually make up for whatever price distinctions you find. However, rate is still a factor, so let’s take a look at prices for ActiveCampaign vs.

As you can see: If you’re starting with 500 contacts, ActiveCampaign’s Lite plan is cheaper than both AWeber and ConvertKit. ConvertKit is practically double the price of ActiveCampaign if you’re simply beginning out. MailChimp, is totally free listed below 2,000 contacts. However switching is a pain, so just select MailChimp if it’s the very best choice 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 usage of ActiveCampaign’s rich automation features, it’s well worth the rate difference. In conclusion, ActiveCampaign is an incredibly versatile email marketing platform, and I’m so pleased I took the time to do the research and make the switch from MailChimp to ActiveCampaign.