Can Active Campaign Be Used To Manage Projects

Can Active Campaign Be Used To Manage Projects

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As a one-stop e-mail marketing service, ActiveCampaign, which starts at $9 monthly has a lot to use, including endless emails with all of its plans, third-party combinations, and a range of auto-responders. This results in a rather hectic user interface, which can be tough to take in at first glimpse.

ActiveCampaign has a large library of online support resources and onboarding services, and you can receive assistance via live chat, but not by phone. It’s equivalent to Campaign Screen in many methods, though each bests the other one in some locations. For the very best e-mail marketing experience look to our Editors’ Option picks in this classification: Campaigner and MailChimp ($ 10.

Can Active Campaign Be Used To Manage ProjectsCan Active Campaign Be Used To Manage Projects

Like a number of other e-mail marketing programs, ActiveCampaign also extends its functions into marketing automation as you’ll see below. The business arranges its plans depending upon the number of customers you’re looking to reach. Can Active Campaign Be Used To Manage Projects. Plans begin at $9 each month for up to 500 contacts and unrestricted emails. At each customer level, you can upgrade to a Plus plan that includes several features including customer relationship management (CRM), a customized domain, and custom-made branding.

Can Active Campaign Be Used To Manage Projects

Strategies go all the way approximately 100,000 contacts; if you require more, you can contact ActiveCampaign for a customized plan. In between, you can choose for 2,500 contacts for $29 per month, 5,000 contacts for $45 each month and so on. All plans include limitless emails, unlike Campaign Monitor, which offers both fundamental strategies with minimal emails, and more pricey unrestricted plans.

Can Active Campaign Be Used To Manage ProjectsCan Active Campaign Be Used To Manage Projects

ActiveCampaign offers a 14-day free trial that does not require a charge card. To get started, all you require is your company name and e-mail address. Next, you established a password and after that choose the service you’re looking forin addition to email marketing, it provides marketing automation, CRM, and sales automation.

The control panel is frustrating initially glance. It’s difficult to understand 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 vanishes when you mouse over it.

It’s also confusing given that ActiveCampaign also uses CRM and other features that you may not plan to utilize, but show up on the dashboard anyway if you’re utilizing the free trial (Can Active Campaign Be Used To Manage Projects). Along the top of the screen are your primary alternatives: contacts, projects, lists, and other non-email marketing associated features.

Can Active Campaign Be Used To Manage Projects

From here you can import and export CSV files or import from a third-party service, such as Asana ($ 0. 00 at Asana), Base CRM , Zoho CRM ( Check Out Site at Zoho CRM), and much more. This is another area where it bests Project Display, which has no 3rd party combination (Can Active Campaign Be Used To Manage Projects).

Before you add any contacts, however, you have to produce a list, simply like with Project Screen. When you produce a list, you require to give it a name, offer your company’s mailing address for the footer, business URL, and a note letting customers understand why they’re receiving the email (this may reduce spam reports from forgetful users.) Next, you can import contacts to that list.

You can also opt not to import a particular field. I experimented with adding e-mail, name, and birthday. It acknowledged email, but not the other two, but I had the ability to easily create custom-made fields. You can also tag contacts for easy browsing. Click the projects tab to create a newsletter.

You’ll probably send standard e-mails the most, but you can also choose automated (based on reasoning you produce), autoresponder (based upon an action by the customer), A/B test, RSS-triggered, or date-based (Can Active Campaign Be Used To Manage Projects). Then choose the list you desire to send out to; you can likewise segment that list using contact details, location, pages they visited on your website, and more.

Can Active Campaign Be Used To Manage Projects

After you choose who will get the e-mail, you can start designing, either from scratch or by utilizing among their pre-designed design templates. Going back to square one indicates you can select the layout, colors, and theme. You can also include elements via drag and drop to the page including text, image, button, HTML, video, and spacers.

You can also make an element conditional based on data from your contacts, such as if they have actually made a recent purchase. You can likewise drag elements around the page to alter their position, which didn’t always work in my tests. As soon as you publish an image to a newsletter, it is saved in your library for reuse; you can even develop folders for much better organization.

Then you can send out test, or schedule shipment (Can Active Campaign Be Used To Manage Projects). At the bottom of this screen, you can see your spam rating. In my first newsletter, I was warned about utilizing a totally free e-mail company. Custom e-mails are normally better for trust. You can likewise sneak peek by email customer and on desktop.

ActiveCampaign supports multi-user modifying, which works similarly to Microsoft Word’s ($ 128. 00 at Amazon) track changes feature. Autoresponders can be activated by subscribes, unsubscribes, email opens or link clicks, and occasions, such as birthdays and anniversaries. You need to very first established an e-mail in order to set up an auto-responder, which is a bit bothersome given that you don’t find out till you’re already working through the process.

Can Active Campaign Be Used To Manage Projects

As I discussed previously, you can choose what to track and include Google Analytics integration. On the reports tab, you can see all the projects you have actually sent out, together with opens and clicks. Clicking on a campaign brings you deeper; you can view which subscribers have opened your email, link clicks, a map revealing where your subscribers are, which email clients they utilize, and unsubscribes.

Note that, like all e-mail marketing services, you will just be able to see views if your email shows images or if a recipient clicks a link. Can Active Campaign Be Used To Manage Projects. There are numerous ways to get help in ActiveCampaign. On every screen, you’ll see a button with a question mark on it with links to the knowledgebase, training resources, and live chat with assistance.

The knowledgebase consists of videos and posts on ActiveCampaign features. Under training, you can schedule a 30-minute telephone call or an in-person conference in Chicago to get a comprehensive walkthrough of the service ($ 65 or complimentary with Plus or Enterprise account). You can also sign up for a webinar, which are usually arranged when a week.

ActiveCampaign stands amongst the finest marketing automation tools in the market. Although it’s not as total as our Editors’ Option tools Pardot ( Visit Site at Salesforce. com) and HubSpot ( 50. 00 Monthly at HubSpot), ActiveCampaign, is ample to help most organizations accomplish basic and mildly complex goals.

Can Active Campaign Be Used To Manage Projects

Can Active Campaign Be Used To Manage Projects

Can Active Campaign Be Used To Manage ProjectsCan Active Campaign Be Used To Manage Projects

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the objective’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Can Active Campaign Be Used To Manage Projects.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A custom field is updated with a certain worth From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom-made field value.

Can Active Campaign Be Used To Manage Projects

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date happens A custom field is upgraded with a particular value You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I wish to construct it. Many online marketers construct extremely easy e-mail series for their “e-mail courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially tried this approach, I was on MailChimp.

Can Active Campaign Be Used To Manage Projects

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (Can Active Campaign Be Used To Manage Projects).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with buddies.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up e-mail the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send the exact same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – Can Active Campaign Be Used To Manage Projects. Can Active Campaign Be Used To Manage Projects. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t currently purchased the item I pitch in the webinar.

Can Active Campaign Be Used To Manage Projects

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Can Active Campaign Be Used To Manage Projects.

This allows me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact registered, went to, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Can Active Campaign Be Used To Manage Projects

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I don’t recommend.

Some subscribers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually already been removed from the automation utilizing a separate automation) – Can Active Campaign Be Used To Manage Projects.

Can Active Campaign Be Used To Manage Projects

Can Active Campaign Be Used To Manage ProjectsCan Active Campaign Be Used To Manage Projects

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. Can Active Campaign Be Used To Manage Projects. I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my e-mails?” verification.