The Saas Podcast Active Campaign

The Saas Podcast Active Campaign

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

I believe the reason is since it sounds natural and includes adequate personalisation (it referrals that they’re running an agency) that individuals think it’s been composed by hand. We have actually even received a lot of praise from individuals who have actually recognized that it is automated, but are still impressed!If you want to increase your e-mail campaign engagement by 10-20%, simply send all of your emails two times, however the second time around just send out the email to the section 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 a few of your list who would not have actually otherwise seen it (The Saas Podcast Active Campaign). If somebody opens your e-mail but does not click through to your offer it indicates that they were interested by your subject line, however the offer wasn’t quite best for them.

The Saas Podcast Active Campaign

Among our most responded-to e-mail projects is an easy e-mail that we send out to everybody who goes to a Leadformly webinar but does not sign up for an account (The Saas Podcast Active Campaign). It appears like this: If someone clicks ‘Yes– but I have a concern’ or ‘No’ it opens an e-mail resolved to me with the pre-filled text ‘Hi Marcus, I’m not ready to utilize Leadformly because …’.

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

The Saas Podcast Active CampaignThe Saas Podcast Active Campaign

While it’s indicated to be used for managing sales pipelines it works well work managing any procedure that has a clear set of steps– like onboarding. We’ve developed automation series to instantly move customers in between different actions of this pipeline based on what pages they check out or occasions they fire from within the Leadformly application.

The Saas Podcast Active Campaign

I have to admit, gathering NPS ratings in ActiveCampaign is difficult. We had previously utilized Promoter.io to gather 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 explaining how we set it up here, I ‘d advise reading brilliant article that ActiveCampaign released, which we followed to collect and automate NPS collection.

In order to educate our clients and make them effective as rapidly as possible, we put all of our clients into a 7-day onboarding sequence, which leak feeds a series of tutorials, videos, and white documents that they can utilize to learn our software and get better outcomes from their lead capture kinds. This automation sequence takes some stress off of our assistance group, as it indicates that we can answer questions in these tutorials that may have otherwise ended up being assistance tickets/emails.

When somebody cancels their account or requests a refund for our endeavors, it’s crucial that we discover what caused this. In ActiveCampaign, we instantly trigger a sequence that asks the customer what made them leave, and after that adds/removes them from the correct lists and sequences. It’s easy however is one less thing that our client success team requirement to consider.

The Saas Podcast Active Campaign

Below are some of the methods we have actually utilized ActiveCampaign to automate aspects of HR, financing, and worker training. When a brand-new worker signs up with Endeavor Harbour, an automatic email series is activated that drip feeds information on how we doing things at Venture Harbour and why. This makes sure that all brand-new employees have a consistent onboarding experience, and are aligned with the company’s bigger photo vision and objectives.

While unconventional, using marketing automation to simplify our new employee onboarding has actually made this process a lot much easier. We do not check out CVs at Venture Harbour. Rather, we ask all candidates that request a job from our website to finish a brief test that informs us more about them and how they fix problems (The Saas Podcast Active Campaign).

At the end of the day, if you’re not ready to complete a 10-minute test to be considered for a function at Venture Harbour, you’re absolutely not the ideal fit. It likewise offers us a lot of insightful info about candidates. For instance, among our worths at Venture Harbour is to never stop learning, so in our quiz we ask ‘What are the last three nonfiction books you check out?’.

The Saas Podcast Active Campaign

The Saas Podcast Active CampaignThe Saas Podcast Active Campaign

This test is sent through a marketing automation sequence, which maximizes hours of emailing back and forth with prospective prospects, and makes sure that we just consider the really best candidates to come in for an interview. I utilized to hate chasing up billings. While the majority of our customers paid their billings on time, there were always a few that required a nudge or 2.

By sending the email from a ‘[email protected]’ email address instead of my individual e-mail address it depersonalised the message and came throughout more as an alert instead of a person requesting an invoice to be paid (The Saas Podcast Active Campaign). Not only was it simply as effective as me emailing them, it indicated I might stop sending out an e-mail that I disliked sending– and it conserved me time!There are few tools that I wholeheartedly advise on a day-to-day basis, however ActiveCampaign is among them.

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

The Saas Podcast Active Campaign

The Saas Podcast Active CampaignThe Saas Podcast Active Campaign

ActiveCampaign has a large library of online support resources and onboarding services, and you can receive aid through live chat, however not by phone. It’s similar to Campaign Monitor in many methods, though each bests the other one in some locations. For the very best e-mail marketing experience aim to our Editors’ Choice picks in this category: Advocate and MailChimp , each of which offer live support, and generous features.

The company organizes its strategies depending upon the variety of subscribers you’re looking to reach. Plans start at $9 per month for up to 500 contacts and limitless e-mails. At each subscriber level, you can update to a Plus strategy that adds several functions including client relationship management (CRM), a custom domain, and custom branding.

Strategies go all the method as much as 100,000 contacts; if you require more, you can contact ActiveCampaign for a custom plan. In between, you can opt for 2,500 contacts for $29 each month, 5,000 contacts for $45 per month and so on. All strategies consist of unrestricted emails, unlike Campaign Monitor, which offers both standard strategies with minimal e-mails, and more costly unrestricted plans. The Saas Podcast Active Campaign.

The Saas Podcast Active Campaign

ActiveCampaign offers a 14-day totally free trial that does not need a charge card. To begin, all you require 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 uses marketing automation, CRM, and sales automation.

The control panel is overwhelming initially look. It’s tough to know where to look initially. On the ideal rail is a social activity feed, including social shares, unsubscribes, click rates, and more. To the left of that is an overview 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 likewise complicated considering that ActiveCampaign likewise offers CRM and other functions that you might not prepare to use, but reveal up on the dashboard anyway if you’re utilizing the free trial. The Saas Podcast Active Campaign. Along the top of the screen are your primary alternatives: contacts, campaigns, lists, and other non-email marketing related features.

The Saas Podcast Active Campaign

From here you can import and export CSV files or import from a third-party service, such as Asana (Check Out Website at Asana), Base CRM , Zoho CRM (Free Trial at Software Suggestions), and a lot more. This is another location where it bests Campaign Display, which has no 3rd party combination. The Saas Podcast Active Campaign.

Before you include any contacts, however, you need to produce a list, similar to with Campaign Monitor. When you produce a list, you need to offer it a name, offer your company’s mailing address for the footer, business URL, and a note letting customers know why they’re receiving the email (this might decrease spam reports from forgetful users.) Next, you can import contacts to that list.

You can likewise opt not to import a certain field. I tried out including e-mail, name, and birthday. It acknowledged e-mail, but not the other 2, however I had the ability to easily create customized fields. You can likewise tag contacts for simple browsing. Click on the projects tab to create 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 develop a truly plain email, offered you make a basic design template initially.

The Saas Podcast Active Campaign

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience. It would conserve me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s e-mail modifying experience is extremely plain, however easy to navigate. Their design templates are restricted, which is great with me, however their email editing experience is a little easier because you can create inline images, and you can produce a totally plain email, and even modify the underlying HTML. If you want 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 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 wished to change back and forth in between various emails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular emails from each of those tabs.

The Saas Podcast Active Campaign

In the Automations area, there’s a “Handle Messages” area. 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 modify your whole sequence. Contrast that with ConvertKit’s Series.

Again, it would save me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign. But choosing an email marketing platform resembles selecting a spouse – The Saas Podcast Active Campaign. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division choices.

The Saas Podcast Active CampaignThe Saas Podcast 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 segment by AND/OR, however MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my search for the best e-mail marketing platform, I saw many others, some of which I’ve already mentioned.

The Saas Podcast Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to develop, though they aren’t as flexible as ActiveCampaign’s, and their segmentations choices aren’t as sophisticated either. They also do not have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

MailChimp is complimentary for approximately 2,000 contacts, though if you’re serious I ‘d strongly warn versus locking yourself into an email marketing platform simply because it’s more affordable on the short term. Changing is a pain, and it may cost you more in the long run. AWeber. AWeber has actually been around permanently, 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 Snippets. I go more in depth in my AWeber Evaluation. If you’re a small company with 5,000 subscribers or more, and you don’t need much more than standard broadcasts and automations, AWeber might be a good option.

The Saas Podcast Active Campaign

I usually do not think pricing should be a significant consider deciding the right e-mail marketing platform for your business. Having the best functions for your marketing method will eventually make up for whatever cost differences you find. However, rate is still an element, so let’s take a look at rates for ActiveCampaign vs.

As you can see: If you’re beginning with 500 contacts, ActiveCampaign’s Lite strategy is less expensive than both AWeber and ConvertKit. ConvertKit is almost double the rate of ActiveCampaign if you’re simply beginning out. MailChimp, is free below 2,000 contacts. However changing is a pain, so just select MailChimp if it’s the finest option for you.

About 10% more than ConvertKit, and about 50% more than AWeber or MailChimp. As I have actually stated, if you’re going to be making complete usage of ActiveCampaign’s rich automation features, it’s well worth the cost distinction. In conclusion, ActiveCampaign is an incredibly flexible email marketing platform, and I’m so delighted I put in the time to do the research and make the switch from MailChimp to ActiveCampaign.