How To Download Reports In Active Campaign

How To Download Reports In Active Campaign

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

I think the factor is due to the fact that it sounds natural and consists of enough personalisation (it referrals that they’re running a company) that people believe it’s been written manually. We’ve even gotten a lot of appreciation from individuals who’ve determined that it is automated, but are still impressed!If you want to increase your email campaign engagement by 10-20%, simply send all of your e-mails twice, but the second time around only send the email to the segment 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 otherwise seen it (How To Download Reports In Active Campaign). If someone opens your e-mail but does not click through to your offer it means that they were intrigued by your subject line, but the deal wasn’t rather right for them.

How To Download Reports In Active Campaign

One of our most responded-to email projects is a basic e-mail that we send to everybody who attends a Leadformly webinar however does not register for an account (How To Download Reports In Active Campaign). It looks like this: If someone clicks ‘Yes– but I have a question’ or ‘No’ it opens an email resolved to me with the pre-filled text ‘Hello Marcus, I’m not ready to use Leadformly since …’.

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

How To Download Reports In Active CampaignHow To Download Reports 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 actions– like onboarding. We’ve developed automation series to automatically move customers between various steps of this pipeline based on what pages they check out or events they fire from within the Leadformly application.

How To Download Reports In Active Campaign

I need to confess, gathering NPS scores in ActiveCampaign is not easy. We had actually formerly used Promoter.io to collect NPS, which is (in theory) a plug and play option. We struggled a lot with their service, which was one of the factors for centralising it in ActiveCampaign. Rather than discussing how we set it up here, I ‘d advise reading fantastic article that ActiveCampaign published, which we followed to gather and automate NPS collection.

In order to educate our clients and make them successful as rapidly as possible, we put all of our customers into a 7-day onboarding sequence, which drip feeds a series of tutorials, videos, and white documents that they can utilize to discover our software and get much better results from their lead capture types. This automation series takes some pressure off of our support group, as it indicates that we can respond to concerns in these tutorials that may have otherwise become assistance tickets/emails.

When somebody cancels their account or demands a refund for our ventures, it is very important that we learn what triggered this. In ActiveCampaign, we instantly trigger a series that asks the client what made them leave, and after that adds/removes them from the proper lists and series. It’s easy however is one less thing that our client success team requirement to think about.

How To Download Reports In Active Campaign

Below are a few of the methods we’ve used ActiveCampaign to automate aspects of HR, finance, and worker training. When a brand-new worker signs up with Venture Harbour, an automated e-mail sequence is triggered that drip feeds details on how we doing things at Venture Harbour and why. This guarantees that all brand-new employees have a consistent onboarding experience, and are lined up with the company’s larger image vision and goals.

While unconventional, using marketing automation to streamline our new staff member onboarding has made this process a lot simpler. We do not read CVs at Endeavor Harbour. Rather, we ask all prospects that obtain a task from our website to finish a brief quiz that informs us more about them and how they solve problems (How To Download Reports In Active Campaign).

At the end of the day, if you’re not happy to complete a 10-minute quiz to be considered for a role at Venture Harbour, you’re definitely not the ideal fit. It likewise offers us a great deal of insightful information about prospects. For instance, among our worths at Endeavor Harbour is to never ever stop finding out, so in our quiz we ask ‘What are the last 3 nonfiction books you check out?’.

How To Download Reports In Active Campaign

How To Download Reports In Active CampaignHow To Download Reports In Active Campaign

This quiz is sent through a marketing automation series, which maximizes hours of emailing backward and forward with potential candidates, and guarantees that we just think about the really finest applicants to come in for an interview. I used to dislike going after up invoices. While the bulk of our customers paid their invoices on time, there were constantly a couple of that required a nudge or 2.

By sending out the email from a ‘[email protected]’ email address instead of my individual e-mail address it depersonalised the message and stumbled upon more as an alert rather than an individual asking for a billing to be paid (How To Download Reports In Active Campaign). Not only was it just as efficient as me emailing them, it suggested I might stop sending out an email that I hated sending out– and it conserved me time!There are couple of tools that I totally advise every day, but ActiveCampaign is one of them.

As a one-stop email marketing service, ActiveCampaign, which starts at $9 each month has a lot to offer, including limitless emails with all of its strategies, third-party integrations, and a range of auto-responders. This leads to a rather hectic user interface, which can be tough to take in initially glimpse.

How To Download Reports In Active Campaign

How To Download Reports In Active CampaignHow To Download Reports In Active Campaign

ActiveCampaign has a big library of online assistance resources and onboarding services, and you can get aid by means of live chat, however not by phone. It’s equivalent to Campaign Screen in lots of ways, though each bests the other one in some areas. For the finest e-mail marketing experience want to our Editors’ Choice picks in this classification: Campaigner and MailChimp , each of which provide live support, and generous functions.

The company organizes its strategies depending upon the variety of subscribers you’re wanting to reach. Plans start at $9 monthly for up to 500 contacts and endless e-mails. At each customer level, you can update to a Plus plan that includes several functions including customer relationship management (CRM), a custom-made domain, and customized branding.

Plans go all the way approximately 100,000 contacts; if you require more, you can contact ActiveCampaign for a custom-made strategy. In in between, you can choose 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 Monitor, which uses both standard plans with minimal e-mails, and more pricey limitless plans. How To Download Reports In Active Campaign.

How To Download Reports In Active Campaign

ActiveCampaign provides a 14-day totally free trial that does not require a credit card. To get started, all you need is your business name and email address. Next, you established a password and then pick the service you’re looking for– in addition to email marketing, it uses marketing automation, CRM, and sales automation.

The control panel is frustrating at very first look. It’s difficult to understand where to look initially. 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 information that vanishes when you mouse over it.

It’s likewise complicated considering that ActiveCampaign likewise provides CRM and other functions that you might not plan to utilize, but reveal up on the control panel anyway if you’re utilizing the complimentary trial. How To Download Reports In Active Campaign. Along the top of the screen are your main options: contacts, campaigns, lists, and other non-email marketing associated functions.

How To Download Reports In Active Campaign

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

Before you add any contacts, however, you have to develop a list, simply like with Campaign Display. When you create 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 know why they’re getting the email (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 attempted out adding e-mail, name, and birthday. It recognized email, however not the other 2, but I had the ability to easily produce custom fields. You can also tag contacts for easy browsing. Click on the campaigns tab to develop a newsletter. They even have a basic 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’ve attempted. You have access to the underlying code, so you can produce a really plain email, supplied you make a standard template initially.

How To Download Reports In Active Campaign

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

ConvertKit’s email editing experience is really plain, however easy to navigate. Their design templates are limited, which is fine with me, however their email modifying experience is somewhat simpler in that you can create inline images, and you can produce a completely plain e-mail, and even modify the underlying HTML. If you wish to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an email, 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to switch back and forth between numerous e-mails, I would intuitively be inclined open the same automation in various tabs, then open the particular e-mails from each of those tabs.

How To Download Reports In Active Campaign

In the Automations area, there’s a “Manage Messages” area. 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 save me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign. But selecting an email marketing platform is like picking a partner – How To Download Reports In Active Campaign. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation options.

How To Download Reports In Active CampaignHow To Download Reports In Active Campaign

You can integrate 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 section by AND/OR, however MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw numerous others, some of which I have actually currently mentioned.

How To Download Reports In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely 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 sophisticated either. They also do not have goal tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.

MailChimp is free for as much as 2,000 contacts, though if you’re major I ‘d highly caution versus locking yourself into an e-mail marketing platform even if it’s less expensive on the short-term. Switching 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 editing experience, templates, and automations. One edge it has, in my opinion, is International Text Snippets. I go more in depth in my AWeber Evaluation. If you’re a small business with 5,000 subscribers or more, and you do not require much more than fundamental broadcasts and automations, AWeber may be an excellent choice.

How To Download Reports In Active Campaign

I normally do not believe pricing ought to be a significant consider deciding the best email marketing platform for your organisation. Having the ideal functions for your marketing method will ultimately offset whatever rate differences you find. However, cost is still an element, 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 plan is more affordable than both AWeber and ConvertKit. ConvertKit is nearly double the rate of ActiveCampaign if you’re just starting. MailChimp, is free below 2,000 contacts. However changing is a pain, so just pick 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 have actually said, if you’re going to be making complete use of ActiveCampaign’s abundant automation features, it’s well worth the cost distinction. In conclusion, ActiveCampaign is an incredibly versatile e-mail marketing platform, and I’m so glad I made the effort to do the research and make the switch from MailChimp to ActiveCampaign.