How To Setup A New Email Sequence Active Campaign

How To Setup A New Email Sequence Active Campaign

The possibilities are endless. Attend this FREE online training with Marcus TaylorOne method we’ve try out a lot is using information recorded from our Leadformly kind to customise the content in our ActiveCampaign e-mails using ActiveCampaign’s conditional content feature. Generally, this enables you to personalise the content in your email campaigns utilizing rules like ‘If contact’s organisation type = agency, screen X, otherwise display Y’. Here’s an example of a fully-automated e-mail we send out utilizing conditional content.

I suspect the reason is since it sounds natural and consists of adequate personalisation (it referrals that they’re running an agency) that people presume it’s been written manually. We have actually even gotten a lot of praise from people 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 emails twice, but the second time around only send the email to the segment of people that didn’t open it the very first time round.

While the open rate won’t be as high as the first campaign, it’s still going to be opened by a few of your list who would not have actually otherwise seen it (How To Setup A New Email Sequence Active Campaign). If someone opens your email but doesn’t click through to your offer it means that they were captivated by your subject line, however the deal wasn’t quite ideal for them.

How To Setup A New Email Sequence Active Campaign

Among our most responded-to e-mail projects is a basic email that we send to everyone who participates in a Leadformly webinar however does not register for an account (How To Setup A New Email Sequence Active Campaign). It looks like this: If someone clicks ‘Yes– however I have a question’ or ‘No’ it opens an e-mail addressed to me with the pre-filled text ‘Hey Marcus, I’m not all set to utilize Leadformly because …’.

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

How To Setup A New Email Sequence Active CampaignHow To Setup A New Email Sequence Active Campaign

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

How To Setup A New Email Sequence Active Campaign

I need to confess, gathering NPS scores in ActiveCampaign is difficult. We had actually formerly used 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. Rather than discussing how we set it up here, I ‘d suggest reading dazzling short article that ActiveCampaign published, which we followed to collect and automate NPS collection.

In order to inform our clients and make them effective 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 documents that they can utilize to learn our software application and get better arise from their lead capture types. This automation series takes some strain off of our support team, as it implies that we can respond to questions in these tutorials that might have otherwise become assistance tickets/emails.

When somebody cancels their account or requests a refund for our endeavors, it’s important that we discover what caused this. In ActiveCampaign, we immediately set off a series that asks the customer what made them leave, and after that adds/removes them from the right lists and sequences. It’s simple however is one less thing that our customer success group requirement to think of.

How To Setup A New Email Sequence Active Campaign

Below are some of the methods we have actually used ActiveCampaign to automate aspects of HR, finance, and employee training. When a new employee signs up with Venture Harbour, an automated e-mail series is set off that drip feeds details on how we doing things at Endeavor Harbour and why. This ensures that all new employees have a consistent onboarding experience, and are aligned with the company’s larger photo vision and goals.

While non-traditional, using marketing automation to improve our brand-new staff member onboarding has actually made this process a lot easier. We do not check out CVs at Venture Harbour. Instead, we ask all candidates that obtain a job from our website to complete a brief test that tells us more about them and how they resolve problems (How To Setup A New Email Sequence Active Campaign).

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

How To Setup A New Email Sequence Active Campaign

How To Setup A New Email Sequence Active CampaignHow To Setup A New Email Sequence Active Campaign

This quiz is sent out through a marketing automation series, which releases up hours of emailing backward and forward with possible candidates, and ensures that we only think about the best applicants to come in for an interview. I utilized to dislike chasing up invoices. While the majority of our clients paid their invoices on time, there were always a couple of that required a push or two.

By sending the email from a ‘[email protected]’ e-mail address instead of my personal email address it depersonalised the message and stumbled upon more as an alert instead of an individual requesting a billing to be paid (How To Setup A New Email Sequence Active Campaign). Not just was it just as efficient as me emailing them, it indicated I could stop sending out an e-mail that I disliked sending out– and it conserved me time!There are couple of tools that I completely advise on a daily basis, 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, consisting of endless emails with all of its plans, third-party combinations, and a variety of auto-responders. This results in a rather hectic user interface, which can be tough to take in initially glance.

How To Setup A New Email Sequence Active Campaign

How To Setup A New Email Sequence Active CampaignHow To Setup A New Email Sequence Active Campaign

ActiveCampaign has a large library of online support resources and onboarding services, and you can receive help via live chat, however not by phone. It’s equivalent to Campaign Screen in many ways, though each bests the other one in some locations. For the very best email marketing experience seek to our Editors’ Option picks in this category: Campaigner and MailChimp , each of which offer live assistance, and generous functions.

The business organizes its plans depending on the variety of customers you’re seeking to reach. Plans begin at $9 monthly for approximately 500 contacts and endless emails. At each subscriber level, you can update to a Plus strategy that adds several functions including customer relationship management (CRM), a customized domain, and custom-made branding.

Strategies go all the way as much as 100,000 contacts; if you require more, you can call ActiveCampaign for a custom plan. In in between, you can opt for 2,500 contacts for $29 each month, 5,000 contacts for $45 each month and so on. All plans include endless e-mails, unlike Campaign Monitor, which uses both standard strategies with minimal e-mails, and more expensive unlimited plans. How To Setup A New Email Sequence Active Campaign.

How To Setup A New Email Sequence Active Campaign

ActiveCampaign provides 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 then select the service you’re looking for– in addition to email marketing, it provides marketing automation, CRM, and sales automation.

The dashboard is frustrating in the beginning look. It’s tough to know 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 an introduction 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 uses CRM and other features that you might not plan to use, however appear on the dashboard anyhow if you’re using the totally free trial. How To Setup A New Email Sequence Active Campaign. Along the top of the screen are your main alternatives: contacts, projects, lists, and other non-email marketing associated functions.

How To Setup A New Email Sequence Active Campaign

From here you can import and export CSV files or import from a third-party service, such as Asana (Go To Website at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Recommendations), and a lot more. This is another area where it bests Campaign Screen, which has no 3rd party combination. How To Setup A New Email Sequence Active Campaign.

Prior to you include any contacts, though, you need to produce a list, similar to with Campaign Display. When you create a list, you need to give it a name, provide your company’s mailing address for the footer, business URL, and a note letting customers know why they’re receiving the e-mail (this might minimize spam reports from absent-minded users.) Next, you can import contacts to that list.

You can also decide not to import a certain field. I tried out including e-mail, name, and birthday. It recognized e-mail, however not the other 2, but I had the ability to easily develop customized fields. You can also tag contacts for easy searching. Click 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 very best I have actually 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 fundamental design template initially.

How To Setup A New Email Sequence Active Campaign

MailChimp’s integrated image editor is very powerful. 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 exact same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than offset that potential time savings.

ConvertKit’s email modifying experience is extremely plain, however easy to navigate. Their design templates are restricted, which is fine with me, however their email modifying experience is slightly easier in that you can create inline images, and you can produce 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 troublesome.

I’ll click on an email, and it takes me to the editor for that email. Note that I can’t even Command + Click to open it in another tab. Whether they implied to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to change backward and forward 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 New Email Sequence 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 modify every one, or you can Command + Click to open each in a brand-new tab to more quickly edit your whole series. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign. But picking an email marketing platform resembles selecting a partner – How To Setup A New Email Sequence Active Campaign. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation alternatives.

How To Setup A New Email Sequence Active CampaignHow To Setup A New Email Sequence Active Campaign

You can integrate qualities 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 segment by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an extra $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I’ve already mentioned.

How To Setup A New Email Sequence Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions options 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 totally free for up to 2,000 contacts, though if you’re severe I ‘d highly caution versus locking yourself into an email marketing platform just because it’s less expensive on the short-term. Switching is a discomfort, and it may cost you more in the long run. AWeber. AWeber has been around forever, so they incorporate 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 Review. If you’re a small service with 5,000 subscribers or more, and you don’t require much more than fundamental broadcasts and automations, AWeber may be an excellent choice.

How To Setup A New Email Sequence Active Campaign

I usually do not think pricing ought to be a significant element in choosing the ideal e-mail marketing platform for your business. Having the best features for your marketing technique will eventually make up for whatever cost differences you find. But, cost is still a factor, so let’s look at rates for ActiveCampaign vs.

As you can see: If you’re beginning with 500 contacts, ActiveCampaign’s Lite plan is less expensive than both AWeber and ConvertKit. ConvertKit is practically double the cost of ActiveCampaign if you’re simply starting out. MailChimp, is free below 2,000 contacts. However switching is a discomfort, so only 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’ve said, if you’re going to be making full use of ActiveCampaign’s abundant automation functions, it’s well worth the price difference. In conclusion, ActiveCampaign is an incredibly versatile email marketing platform, and I’m so delighted I took the time to do the research and make the switch from MailChimp to ActiveCampaign.