How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active Campaign

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

I suspect the reason is since it sounds natural and consists of sufficient personalisation (it references that they’re running a company) that people presume it’s been written manually. We’ve even gotten a lot of praise from individuals who have actually recognized that it is automated, but are still impressed!If you wish to increase your e-mail campaign engagement by 10-20%, simply send out all of your emails twice, but the second time around just send the email to the sector of individuals that didn’t open it the 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 wouldn’t have actually otherwise seen it (How To Setup A Drip Campaign Using Active Campaign). If somebody opens your e-mail however does not click through to your deal it implies that they were interested by your subject line, however the offer wasn’t rather right for them.

How To Setup A Drip Campaign Using Active Campaign

Among our most responded-to e-mail campaigns is a simple email that we send out to everybody who attends a Leadformly webinar but doesn’t sign up for an account (How To Setup A Drip Campaign Using Active Campaign). It looks like this: If somebody clicks ‘Yes– but I have a question’ or ‘No’ it opens up an e-mail addressed to me with the pre-filled text ‘Hello there Marcus, I’m not prepared to use Leadformly due to the fact that …’.

When we first started purchasing tools for our consumer success group at Leadformly, we attempted Intercom, Drift, Promoter.io, and numerous others. After several months we understood that many of the performance we were utilizing in those tools could be replaced by ActiveCampaign. Here are some of the methods we’re utilizing ActiveCampaign for customer success.

How To Setup A Drip Campaign Using Active CampaignHow To Setup A Drip Campaign Using Active Campaign

While it’s suggested to be used for managing sales pipelines it works well work handling any procedure that has a clear set of steps– like onboarding. We have actually developed automation sequences to automatically move clients in between various steps of this pipeline based on what pages they go to or events they fire from within the Leadformly application.

How To Setup A Drip Campaign Using Active Campaign

I have to admit, collecting NPS scores in ActiveCampaign is challenging. We had actually previously utilized Promoter.io to gather NPS, which is (in theory) a plug and play solution. We struggled a lot with their service, which was among the factors for centralising it in ActiveCampaign. Instead of describing how we set it up here, I ‘d recommend reading brilliant short article that ActiveCampaign published, which we followed to gather 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 drip feeds a series of tutorials, videos, and white papers that they can use to learn our software application and improve results from their lead capture kinds. This automation series takes some strain off of our support team, as it suggests that we can respond to questions in these tutorials that may have otherwise become support tickets/emails.

When someone cancels their account or demands a refund for our endeavors, it’s crucial that we discover what triggered this. In ActiveCampaign, we instantly set off a sequence that asks the customer what made them leave, and then adds/removes them from the correct lists and sequences. It’s easy but is one less thing that our client success team need to think of.

How To Setup A Drip Campaign Using Active Campaign

Below are some of the ways we have actually used ActiveCampaign to automate aspects of HR, finance, and staff member training. When a new worker joins Endeavor Harbour, an automatic email series is triggered that drip feeds information on how we doing things at Endeavor Harbour and why. This ensures that all new staff members have a consistent onboarding experience, and are lined up with the company’s larger photo vision and goals.

While non-traditional, using marketing automation to improve our new employee onboarding has made this process a lot simpler. We don’t read CVs at Endeavor Harbour. Instead, we ask all prospects that get a job from our website to finish a brief quiz that informs us more about them and how they resolve issues (How To Setup A Drip Campaign Using Active Campaign).

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 Endeavor Harbour, you’re definitely not the right fit. It also offers us a lot of insightful details about prospects. For example, among our values at Venture Harbour is to never ever stop finding out, so in our quiz we ask ‘What are the last three nonfiction books you check out?’.

How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active CampaignHow To Setup A Drip Campaign Using Active Campaign

This quiz is sent out through a marketing automation sequence, which maximizes hours of emailing back and forth with prospective candidates, and ensures that we just consider the best applicants to come in for an interview. I used to dislike chasing up invoices. While the bulk of our clients paid their billings on time, there were always a few that required a push or more.

By sending the e-mail from a ‘[email protected]’ email 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 Setup A Drip Campaign Using Active Campaign). Not only was it simply as efficient as me emailing them, it indicated I might stop sending out an email that I disliked sending out– and it saved me time!There are few tools that I completely recommend every day, however ActiveCampaign is among them.

As a one-stop email marketing service, ActiveCampaign, which begins at $9 monthly has a lot to provide, consisting of unlimited emails with all of its strategies, third-party integrations, and a range of auto-responders. This results in a rather busy interface, which can be difficult to take in initially glimpse.

How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active CampaignHow To Setup A Drip Campaign Using Active Campaign

ActiveCampaign has a large library of online assistance resources and onboarding services, and you can receive assistance via live chat, but not by phone. It’s comparable to Campaign Monitor in lots of ways, though each bests the other one in some areas. For the very best e-mail marketing experience aim to our Editors’ Option picks in this classification: Campaigner and MailChimp , each of which offer live support, and generous functions.

The company arranges its plans depending upon the variety of customers you’re looking to reach. Strategies start at $9 each month for up to 500 contacts and unrestricted emails. At each customer level, you can update to a Plus strategy that adds a number of functions including consumer relationship management (CRM), a custom-made domain, and custom branding.

Plans go all the way approximately 100,000 contacts; if you need more, you can get in touch with ActiveCampaign for a customized strategy. In in between, you can select 2,500 contacts for $29 each month, 5,000 contacts for $45 each month and so on. All strategies consist of endless e-mails, unlike Campaign Monitor, which provides both standard strategies with limited e-mails, and more costly unlimited strategies. How To Setup A Drip Campaign Using Active Campaign.

How To Setup A Drip Campaign Using Active Campaign

ActiveCampaign uses a 14-day complimentary trial that does not require a charge card. To get going, all you need is your business name and email address. Next, you established a password and after that choose 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 glance. It’s tough to understand where to look first. On the ideal rail is a social activity feed, consisting of 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 likewise offers CRM and other features that you may not prepare to use, however reveal up on the control panel anyway if you’re using the complimentary trial. How To Setup A Drip Campaign Using Active Campaign. Along the top of the screen are your primary alternatives: contacts, campaigns, lists, and other non-email marketing related functions.

How To Setup A Drip Campaign Using 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 Application Suggestions), and a lot more. This is another location where it bests Campaign Screen, which has no 3rd party integration. How To Setup A Drip Campaign Using Active Campaign.

Prior to you include any contacts, though, you have to produce a list, much like with Campaign Monitor. When you develop a list, you need to provide it a name, provide your business’s mailing address for the footer, company URL, and a note letting customers know why they’re receiving the e-mail (this may decrease spam reports from forgetful users.) Next, you can import contacts to that list.

You can likewise decide not to import a particular field. I tried out including e-mail, name, and birthday. It acknowledged e-mail, but not the other two, however I was able to easily create customized fields. You can also tag contacts for easy browsing. Click on the projects tab to produce a newsletter. They even have a fundamental 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 attempted. You have access to the underlying code, so you can create a truly plain email, provided you make a fundamental design template initially.

How To Setup A Drip Campaign Using Active Campaign

MailChimp’s integrated image editor is incredibly powerful. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience. It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that potential time cost savings.

ConvertKit’s e-mail editing experience is very plain, however easy to browse. Their design templates are restricted, which is fine with me, but their e-mail editing experience is slightly easier because you can create inline images, and you can create an absolutely plain e-mail, and even modify the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

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

How To Setup A Drip Campaign Using Active Campaign

In the Automations section, there’s a “Handle Messages” location. From here, you can see all of the messages in each of your automations. You can edit every one, or you can Command + Click to open each in a new tab to more easily edit your entire sequence. Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign. However picking an e-mail marketing platform is like choosing a spouse – How To Setup A Drip Campaign Using Active Campaign. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

How To Setup A Drip Campaign Using Active CampaignHow To Setup A Drip Campaign Using Active Campaign

You can integrate characteristics 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, however MailChimp’s Pro plan enables more advanced segmenting, for an extra $199 a month. In my search for the ideal e-mail marketing platform, I saw numerous others, some of which I’ve currently discussed.

How To Setup A Drip Campaign Using Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.

MailChimp is free for approximately 2,000 contacts, though if you’re major I ‘d highly warn against locking yourself into an e-mail marketing platform just since it’s less expensive on the brief term. Changing is a pain, and it may cost you more in the long run. AWeber. AWeber has been around forever, so they integrate with anything.

It has just-okay email modifying experience, design templates, and automations. One edge it has, in my viewpoint, is International Text Bits. I go more in depth in my AWeber Review. If you’re a small company with 5,000 subscribers or more, and you do not need a lot more than fundamental broadcasts and automations, AWeber may be an excellent choice.

How To Setup A Drip Campaign Using Active Campaign

I usually don’t think pricing needs to be a significant consider deciding the ideal e-mail marketing platform for your business. Having the ideal functions for your marketing strategy will ultimately make up for whatever rate distinctions you discover. However, cost is still an element, so let’s take a look at rates for ActiveCampaign vs.

As you can see: If you’re starting out with 500 contacts, ActiveCampaign’s Lite strategy is more affordable than both AWeber and ConvertKit. ConvertKit is nearly double the rate of ActiveCampaign if you’re just beginning out. MailChimp, is free below 2,000 contacts. However changing is a pain, so only choose 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 complete use of ActiveCampaign’s abundant automation functions, it’s well worth the rate distinction. In conclusion, ActiveCampaign is an exceptionally versatile email marketing platform, and I’m so pleased I put in the time to do the research and make the switch from MailChimp to ActiveCampaign.