How To Setup A Drip Campaign Using Active Campaign

How To Setup A Drip Campaign Using Active Campaign

The possibilities are endless. Attend this FREE online training with Marcus TaylorOne strategy we have actually try out a lot is using information caught from our Leadformly form to personalise the content in our ActiveCampaign emails using ActiveCampaign’s conditional content function. Generally, this allows you to customise the material in your email campaigns using guidelines like ‘If contact’s organisation type = agency, display X, otherwise display Y’. Here’s an example of a fully-automated e-mail we send using conditional material.

I suspect the reason is due to the fact that it sounds natural and consists of enough personalisation (it references that they’re running an agency) that people suspect it’s been composed manually. We have actually even received a lot of praise from people who have actually identified that it is automated, however are still impressed!If you desire to increase your e-mail campaign engagement by 10-20%, just send all of your emails twice, however the second time around just send the email to the segment of individuals that didn’t open it the very first time round.

While the open rate won’t be as high as the very 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 email however doesn’t click through to your offer it means that they were intrigued by your subject line, but the deal wasn’t quite ideal for them.

How To Setup A Drip Campaign Using Active Campaign

One of our most responded-to e-mail campaigns is an easy e-mail that we send out to everyone who goes to 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 someone clicks ‘Yes– but I have a concern’ or ‘No’ it opens up an email dealt with to me with the pre-filled text ‘Hello there Marcus, I’m not prepared to use Leadformly since …’.

When we first started buying tools for our client success team at Leadformly, we attempted Intercom, Drift, Promoter.io, and several others. After a number of months we understood that the majority of the functionality we were using in those tools might be changed by ActiveCampaign. Here are a few of the ways we’re utilizing ActiveCampaign for client success.

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

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

How To Setup A Drip Campaign Using Active Campaign

I need to admit, collecting NPS ratings in ActiveCampaign is not easy. We had actually previously used Promoter.io to gather NPS, which is (in theory) a plug and play option. We struggled a lot with their service, which was among the reasons for centralising it in ActiveCampaign. Rather than explaining how we set it up here, I ‘d suggest reading brilliant post that ActiveCampaign released, 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 customers into a 7-day onboarding sequence, which drip feeds a series of tutorials, videos, and white papers that they can utilize to learn our software and get better outcomes from their lead capture forms. This automation sequence takes some stress off of our support team, as it implies that we can address concerns in these tutorials that may have otherwise ended up being assistance tickets/emails.

When somebody cancels their account or demands a refund for our endeavors, it is very important that we learn what triggered this. In ActiveCampaign, we instantly activate a sequence that asks the consumer what made them leave, and after that adds/removes them from the correct lists and series. It’s basic but is one less thing that our client success team need to consider.

How To Setup A Drip Campaign Using Active Campaign

Below are a few of the methods we have actually used ActiveCampaign to automate elements of HR, finance, and staff member training. When a brand-new worker joins Endeavor Harbour, an automatic email series is triggered that drip feeds info on how we doing things at Endeavor Harbour and why. This ensures that all new staff members have a constant onboarding experience, and are aligned with the business’s bigger image vision and objectives.

While unconventional, using marketing automation to streamline our brand-new employee onboarding has made this procedure a lot simpler. We do not read CVs at Venture Harbour. Instead, we ask all prospects that apply for a task from our website to complete a brief test that informs us more about them and how they solve problems (How To Setup A Drip Campaign Using Active Campaign).

At the end of the day, if you’re not going to complete a 10-minute test to be thought about for a function at Endeavor Harbour, you’re definitely not the right fit. It also provides us a great deal of insightful information about candidates. For instance, one of our worths at Endeavor 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 series, which maximizes hours of emailing backward and forward with possible prospects, and guarantees that we just think about the absolute best candidates to come in for an interview. I used to dislike chasing after up billings. While the bulk of our clients paid their invoices on time, there were constantly a couple of that required a nudge or more.

By sending the email from a ‘[email protected]’ e-mail address rather than my individual email address it depersonalised the message and came throughout more as an alert instead of an individual asking for a billing to be paid (How To Setup A Drip Campaign Using Active Campaign). Not only was it simply as efficient as me emailing them, it suggested I might stop sending out an email that I hated sending out– and it saved me time!There are couple of tools that I totally recommend on an everyday basis, however ActiveCampaign is one of them.

As a one-stop e-mail marketing service, ActiveCampaign, which starts at $9 per month has a lot to provide, consisting of unrestricted emails with all of its plans, third-party combinations, and a range of auto-responders. This results in a rather hectic interface, which can be tough 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 big library of online assistance resources and onboarding services, and you can get help via live chat, but not by phone. It’s equivalent to Campaign Monitor in numerous ways, though each bests the other one in some areas. For the finest e-mail marketing experience want to our Editors’ Option choices in this category: Campaigner and MailChimp , each of which use live assistance, and generous features.

The business organizes its strategies depending upon the variety of customers you’re seeking to reach. Strategies begin at $9 monthly for up to 500 contacts and endless emails. At each subscriber level, you can update to a Plus strategy that includes several functions consisting of consumer relationship management (CRM), a customized domain, and customized branding.

Strategies go all the way approximately 100,000 contacts; if you need more, you can call ActiveCampaign for a customized strategy. In between, you can go with 2,500 contacts for $29 per month, 5,000 contacts for $45 each month and so on. All strategies include limitless emails, unlike Campaign Monitor, which offers both fundamental strategies with limited emails, and more pricey unlimited plans. How To Setup A Drip Campaign Using Active Campaign.

How To Setup A Drip Campaign Using Active Campaign

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

The control panel is frustrating in the beginning look. It’s tough to understand 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 a summary of your campaign activity. Part of the confusion is that it’s filled with sample details that disappears when you mouse over it.

It’s also complicated since ActiveCampaign also uses CRM and other features that you might not plan to utilize, however show up on the dashboard anyhow if you’re using the free trial. How To Setup A Drip Campaign Using Active Campaign. Along the top of the screen are your main options: contacts, projects, 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 (See Website at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Recommendations), 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, however, you need to create a list, similar to with Campaign Monitor. When you develop a list, you require to give it a name, provide your business’s mailing address for the footer, business URL, and a note letting subscribers understand why they’re receiving the e-mail (this may reduce spam reports from absent-minded users.) Next, you can import contacts to that list.

You can also choose not to import a specific field. I tried out including email, name, and birthday. It recognized e-mail, however not the other 2, however I was able to easily develop custom-made fields. You can also tag contacts for simple browsing. Click the projects 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 tried. You have access to the underlying code, so you can create a truly plain email, provided you make a basic template initially.

How To Setup A Drip Campaign Using Active Campaign

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and include customized 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 construct on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s email editing experience is extremely plain, however easy to navigate. Their templates are limited, which is fine with me, however their email modifying experience is a little much easier in that you can develop inline images, and you can create an absolutely plain e-mail, and even modify the underlying HTML. If you want to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an e-mail, 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 meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to change backward and forward in between different 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 “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 edit your whole series. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign. But selecting an email marketing platform is like picking a partner – 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 reason I switched from MailChimp to ActiveCampaign was that MailChimp has restricted division choices.

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

You can combine characteristics with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro strategy allows more advanced segmenting, for an extra $199 a month. In my search for the ideal email marketing platform, I saw many others, a few of which I have actually already discussed.

How To Setup A Drip Campaign Using Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their segmentations options aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

MailChimp is free for as much as 2,000 contacts, though if you’re severe I ‘d strongly warn versus locking yourself into an e-mail marketing platform simply since it’s less expensive on the short-term. Changing is a discomfort, and it might cost you more in the long run. AWeber. AWeber has been around permanently, so they integrate with anything.

It has just-okay e-mail modifying experience, templates, and automations. One edge it has, in my opinion, is Worldwide Text Snippets. 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 need far more than standard broadcasts and automations, AWeber might be a good choice.

How To Setup A Drip Campaign Using Active Campaign

I typically don’t believe rates must be a major element in deciding the right email marketing platform for your business. Having the right functions for your marketing method will ultimately make up for whatever rate differences you discover. However, cost is still an element, so let’s take a look at prices for ActiveCampaign vs.

As you can see: If you’re beginning with 500 contacts, ActiveCampaign’s Lite plan is cheaper than both AWeber and ConvertKit. ConvertKit is almost double the rate of ActiveCampaign if you’re simply starting. MailChimp, is complimentary below 2,000 contacts. But changing is a discomfort, so only choose MailChimp if it’s the finest choice 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 usage of ActiveCampaign’s rich automation functions, it’s well worth the price difference. In conclusion, ActiveCampaign is an exceptionally versatile email marketing platform, and I’m so happy I put in the time to do the research study and make the switch from MailChimp to ActiveCampaign.