How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active Campaign

Join our unique early-adopter Slack neighborhood, to help shape the future of our endeavors & get early access to brand-new products.

As a one-stop e-mail marketing service, ActiveCampaign, which begins at $9 each month has a lot to offer, including unrestricted emails with all of its strategies, third-party combinations, and a variety of auto-responders. This leads to a rather hectic interface, which can be hard to take in at very first look.

ActiveCampaign has a large library of online support resources and onboarding services, and you can receive assistance through live chat, but not by phone. It’s comparable to Project Screen in many ways, though each bests the other one in some locations. For the finest e-mail marketing experience aim to our Editors’ Choice picks in this category: Campaigner and MailChimp ($ 10.

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

Like several other e-mail marketing programs, ActiveCampaign also extends its functions into marketing automation as you’ll see below. The business organizes its plans depending on the variety of subscribers you’re seeking to reach. How To Integrate Acuity With Active Campaign. Strategies start at $9 per month for up to 500 contacts and unrestricted e-mails. At each customer level, you can upgrade to a Plus plan that adds numerous features consisting of customer relationship management (CRM), a customized domain, and custom branding.

How To Integrate Acuity With Active Campaign

Strategies go all the method approximately 100,000 contacts; if you need more, you can contact ActiveCampaign for a customized strategy. In in between, you can choose 2,500 contacts for $29 per month, 5,000 contacts for $45 monthly and so on. All plans consist of unrestricted emails, unlike Project Display, which offers both standard plans with limited e-mails, and more expensive unlimited strategies.

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

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

The control panel is frustrating at first look. It’s difficult to know where to look first. 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 overview of your project activity. Part of the confusion is that it’s filled with sample info that disappears when you mouse over it.

It’s likewise complicated given that ActiveCampaign likewise provides CRM and other features that you might not plan to use, but appear on the control panel anyway if you’re using the complimentary trial (How To Integrate Acuity With Active Campaign). Along the top of the screen are your primary alternatives: contacts, projects, lists, and other non-email marketing associated functions.

How To Integrate Acuity With Active Campaign

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 ( Go To Website at Zoho CRM), and a lot more. This is another area where it bests Project Monitor, which has no 3rd party combination (How To Integrate Acuity With Active Campaign).

Before you add any contacts, however, you have to produce a list, similar to with Campaign Display. When you produce a list, you need to offer it a name, provide your business’s mailing address for the footer, company URL, and a note letting customers understand why they’re getting the e-mail (this may lower 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 experimented with including e-mail, name, and birthday. It acknowledged e-mail, however not the other two, however I had the ability to quickly create customized fields. You can likewise tag contacts for easy browsing. Click the campaigns tab to produce a newsletter.

You’ll most likely send standard e-mails the most, however you can also select automated (based on reasoning you develop), autoresponder (based upon an action by the customer), A/B test, RSS-triggered, or date-based (How To Integrate Acuity With Active Campaign). Then select the list you wish to send out to; you can also sector that list utilizing contact information, area, pages they checked out on your website, and more.

How To Integrate Acuity With Active Campaign

After you pick who will get the email, you can begin creating, either from scratch or by utilizing one of their pre-designed templates. Going back to square one suggests you can select the layout, colors, and style. You can likewise include elements via drag and drop to the page consisting of text, image, button, HTML, video, and spacers.

You can also make an element conditional based on information from your contacts, such as if they’ve made a recent purchase. You can likewise drag aspects around the page to alter their position, which didn’t constantly work in my tests. As soon as you submit an image to a newsletter, it is conserved in your library for reuse; you can even produce folders for better organization.

Then you can send test, or schedule shipment (How To Integrate Acuity With Active Campaign). At the bottom of this screen, you can see your spam score. In my very first newsletter, I was warned about utilizing a complimentary email supplier. Custom-made emails are normally better for trust. You can likewise sneak peek by email client and on desktop.

ActiveCampaign supports multi-user editing, which works likewise to Microsoft Word’s ($ 128. 00 at Amazon) track changes feature. Autoresponders can be set off by subscribes, unsubscribes, e-mail opens or link clicks, and events, such as birthdays and anniversaries. You need to first established an e-mail in order to set up an auto-responder, which is a bit irritating because you don’t discover out until you’re already working through the procedure.

How To Integrate Acuity With Active Campaign

As I mentioned previously, you can choose what to track and add Google Analytics integration. On the reports tab, you can see all the campaigns you’ve sent, in addition to opens and clicks. Clicking on a campaign brings you much deeper; you can view which customers have actually opened your email, link clicks, a map revealing where your subscribers are, which email customers they utilize, and unsubscribes.

Keep in mind that, like all e-mail marketing services, you will just be able to see views if your e-mail shows images or if a recipient clicks a link. How To Integrate Acuity With Active Campaign. There are several 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 support.

The knowledgebase includes videos and short articles on ActiveCampaign functions. Under training, you can set up a 30-minute telephone call or an in-person meeting in Chicago to get a detailed walkthrough of the service ($ 65 or complimentary with Plus or Enterprise account). You can also register for a webinar, which are normally arranged as soon as a week.

ActiveCampaign stands amongst the very best marketing automation tools in the market. Although it’s not as total as our Editors’ Choice tools Pardot ( Check Out Site at Salesforce. com) and HubSpot ( 50. 00 Monthly at HubSpot), ActiveCampaign, is ample to assist most companies achieve basic and slightly complex objectives.

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active Campaign

Join our unique early-adopter Slack community, to assist form the future of our endeavors & get early access to brand-new products.

As a one-stop email marketing service, ActiveCampaign, which begins at $9 monthly has a lot to offer, including unlimited emails with all of its plans, third-party combinations, and a range of auto-responders. This leads to a rather busy interface, which can be hard to take in in the beginning look.

ActiveCampaign has a big library of online support resources and onboarding services, and you can receive assistance through live chat, however not by phone. It’s equivalent to Project Monitor in lots of methods, though each bests the other one in some locations. For the finest email marketing experience look to our Editors’ Choice picks in this category: Advocate and MailChimp ($ 10.

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

Like a number of other email marketing programs, ActiveCampaign likewise extends its functions into marketing automation as you’ll see listed below. The business organizes its plans depending on the number of customers you’re aiming to reach. How To Integrate Acuity With Active Campaign. Strategies start at $9 monthly for approximately 500 contacts and unlimited emails. At each subscriber level, you can update to a Plus strategy that adds a number of features consisting of client relationship management (CRM), a custom domain, and customized branding.

How To Integrate Acuity With Active Campaign

Strategies go all the method approximately 100,000 contacts; if you require more, you can contact ActiveCampaign for a custom-made strategy. In between, you can choose 2,500 contacts for $29 monthly, 5,000 contacts for $45 per month and so on. All strategies include limitless emails, unlike Campaign Screen, which provides both basic strategies with minimal emails, and more pricey unlimited strategies.

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

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

The dashboard is frustrating in the beginning glance. It’s hard to understand where to look first. On the best rail is a social activity feed, consisting of 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 details that disappears when you mouse over it.

It’s also complicated given that ActiveCampaign also offers CRM and other functions that you might not prepare to utilize, however reveal up on the control panel anyhow if you’re utilizing the free trial (How To Integrate Acuity With Active Campaign). Along the top of the screen are your main alternatives: contacts, campaigns, lists, and other non-email marketing related features.

How To Integrate Acuity With Active Campaign

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 ( See Site at Zoho CRM), and lots of more. This is another area where it bests Project Display, which has no third celebration combination (How To Integrate Acuity With Active Campaign).

Before you add any contacts, however, you need to produce a list, just like with Project Monitor. When you produce a list, you require to give it a name, supply your company’s mailing address for the footer, business URL, and a note letting customers know why they’re receiving the email (this may lower 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 recognized email, but not the other 2, however I had the ability to quickly produce customized fields. You can likewise tag contacts for easy browsing. Click the campaigns tab to create a newsletter.

You’ll most likely send out standard e-mails the most, however you can also choose automated (based upon reasoning you develop), autoresponder (based upon an action by the customer), A/B test, RSS-triggered, or date-based (How To Integrate Acuity With Active Campaign). Then select the list you want to send to; you can also section that list utilizing contact information, location, pages they checked out on your site, and more.

How To Integrate Acuity With Active Campaign

After you pick who will get the e-mail, you can begin creating, either from scratch or by utilizing one of their pre-designed templates. Going back to square one means you can select the layout, colors, and theme. You can likewise include elements through drag and drop to the page including text, image, button, HTML, video, and spacers.

You can likewise make an aspect conditional based upon data from your contacts, such as if they’ve made a recent purchase. You can also drag components around the page to change their position, which didn’t constantly work in my tests. As soon as you submit an image to a newsletter, it is conserved in your library for reuse; you can even create folders for better organization.

Then you can send test, or schedule shipment (How To Integrate Acuity With Active Campaign). At the bottom of this screen, you can see your spam rating. In my very first newsletter, I was alerted about using a totally free email supplier. Customized emails are typically better for trust. You can likewise preview by e-mail customer and on desktop.

ActiveCampaign supports multi-user editing, which works likewise to Microsoft Word’s ($ 128. 00 at Amazon) track changes include. Autoresponders can be triggered by subscribes, unsubscribes, e-mail opens or link clicks, and occasions, such as birthdays and anniversaries. You have actually to very first set up an e-mail in order to establish an auto-responder, which is a bit annoying because you do not find out till you’re already resolving the procedure.

How To Integrate Acuity With Active Campaign

As I mentioned previously, you can choose what to track and include Google Analytics combination. On the reports tab, you can view all the campaigns you’ve sent, along with opens and clicks. Clicking on a project brings you deeper; you can see which customers have actually opened your e-mail, link clicks, a map revealing where your customers are, which email clients they use, and unsubscribes.

Note that, like all email marketing services, you will only have the ability to see views if your e-mail displays images or if a recipient clicks a link. How To Integrate Acuity With Active Campaign. There are several methods to get help in ActiveCampaign. On every screen, you’ll see a button with an enigma on it with links to the knowledgebase, training resources, and live chat with support.

The knowledgebase consists of videos and articles on ActiveCampaign features. Under training, you can arrange a 30-minute call or an in-person meeting in Chicago to get an in-depth walkthrough of the service ($ 65 or complimentary with Plus or Enterprise account). You can also sign up for a webinar, which are generally set up as soon as a week.

ActiveCampaign stands among the very best marketing automation tools in the market. Although it’s not as complete as our Editors’ Option tools Pardot ( Check Out Site at Salesforce. com) and HubSpot ( 50. 00 Per Month at HubSpot), ActiveCampaign, is ample to help most companies accomplish standard and slightly complicated objectives.

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert 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 place in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Integrate Acuity With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a specific value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field value.

How To Integrate Acuity With Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date takes place A custom-made field is updated with a specific value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to build my email course exactly how I ‘d like to construct it. Many marketers develop extremely easy e-mail sequences for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this method, I was on MailChimp.

How To Integrate Acuity With Active Campaign

Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Integrate Acuity With Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees all set for next week’s course, and encourage them to share it with friends.

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

When I run a webinar, I don’t wish to send out the exact same email to every individual on my list. I desire to send them the suitable email for their level of engagement – How To Integrate Acuity With Active Campaign. How To Integrate Acuity With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently purchased the product I pitch in the webinar.

How To Integrate Acuity With Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Integrate Acuity With Active Campaign.

This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact signed up, attended, missed out on, or based upon the length of time they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

How To Integrate Acuity With Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. 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 different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not suggest.

Some customers do not have tracking turned on, so their opens aren’t taped. Others still want to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they’ve currently been eliminated from the automation using a separate automation) – How To Integrate Acuity With Active Campaign.

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they do not have tracking made it possible for. This type adds a tag that I use to filter those contacts out. How To Integrate Acuity With Active Campaign. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” verification.

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the goal’s place in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Integrate Acuity With Active Campaign.

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

How To Integrate Acuity With Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact buys A date takes place A custom-made field is upgraded with a certain worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to construct it. Lots of marketers construct very simple email series for their “e-mail courses.” A contact indications up, and after that that contact instantly starts getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I first tried this method, I was on MailChimp.

How To Integrate Acuity With Active Campaign

Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Integrate Acuity With Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and encourage them to share it with friends.

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

When I run a webinar, I do not desire to send out the very same e-mail to everyone on my list. I desire to send them the suitable e-mail for their level of engagement – How To Integrate Acuity With Active Campaign. How To Integrate Acuity With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the item I pitch in the webinar.

How To Integrate Acuity With Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Integrate Acuity With Active Campaign.

This allows me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact signed up, participated in, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.

How To Integrate Acuity With Active Campaign

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

This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – How To Integrate Acuity With Active Campaign.

How To Integrate Acuity With Active Campaign

How To Integrate Acuity With Active CampaignHow To Integrate Acuity With Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This type includes a tag that I use to filter those contacts out. How To Integrate Acuity With Active Campaign. I utilized to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my e-mails?” verification.