How To Set Up A Freebie On WordPress With Active Campaign

Join our special early-adopter Slack community, to help form the future of our endeavors & get early access to new items.

As a one-stop e-mail marketing service, ActiveCampaign, which begins at $9 monthly has a lot to use, consisting of endless e-mails with all of its strategies, third-party integrations, and a range of auto-responders. This leads to a rather busy user interface, which can be tough to take in in the beginning glimpse.

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

Like several other e-mail marketing programs, ActiveCampaign also extends its functions into marketing automation as you’ll see below. The company organizes its strategies depending upon the variety of customers you’re aiming to reach. How To Set Up A Freebie On WordPress With Active Campaign. Plans begin at $9 monthly for approximately 500 contacts and endless emails. At each subscriber level, you can update to a Plus plan that adds several functions consisting of customer relationship management (CRM), a custom-made domain, and custom-made branding.

How To Set Up A Freebie On WordPress With Active Campaign

Strategies go all the way up to 100,000 contacts; if you need more, you can call ActiveCampaign for a custom-made plan. In in between, you can decide for 2,500 contacts for $29 each month, 5,000 contacts for $45 monthly and so on. All strategies include endless emails, unlike Campaign Display, which uses both standard plans with limited emails, and more expensive limitless strategies.

ActiveCampaign provides a 14-day complimentary trial that does not require a credit card. To get started, all you need is your business 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 dashboard is overwhelming at first look. It’s hard 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 project activity. Part of the confusion is that it’s filled with sample information that vanishes when you mouse over it.

It’s also confusing since ActiveCampaign also provides CRM and other functions that you may not plan to utilize, however appear on the control panel anyway if you’re utilizing the free trial (How To Set Up A Freebie On WordPress With Active Campaign). Along the top of the screen are your primary choices: contacts, campaigns, lists, and other non-email marketing related functions.

How To Set Up A Freebie On WordPress 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 ( Check Out Site at Zoho CRM), and much more. This is another area where it bests Project Monitor, which has no 3rd celebration integration (How To Set Up A Freebie On WordPress With Active Campaign).

Before you include any contacts, however, you need to create a list, just like with Project Monitor. When you develop a list, you need to give it a name, offer your business’s mailing address for the footer, business URL, and a note letting customers know why they’re receiving the email (this might minimize spam reports from absent-minded users.) Next, you can import contacts to that list.

You can also choose not to import a particular field. I tried adding email, name, and birthday. It recognized email, however not the other 2, but I had the ability to quickly produce customized fields. You can likewise tag contacts for simple browsing. Click on the projects tab to develop a newsletter.

You’ll probably send out standard e-mails the most, however you can likewise choose automated (based on logic you develop), autoresponder (based upon an action by the subscriber), A/B test, RSS-triggered, or date-based (How To Set Up A Freebie On WordPress With Active Campaign). Then pick the list you wish to send out to; you can likewise sector that list using contact details, location, pages they checked out on your website, and more.

How To Set Up A Freebie On WordPress With Active Campaign

After you select who will get the email, you can begin designing, either from scratch or by utilizing among their pre-designed design templates. Starting from scratch implies you can select the design, colors, and style. You can likewise include components through drag and drop to the page consisting of text, image, button, HTML, video, and spacers.

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

Then you can send test, or schedule delivery (How To Set Up A Freebie On WordPress With Active Campaign). At the bottom of this screen, you can see your spam score. In my first newsletter, I was cautioned about utilizing a complimentary email provider. Customized emails are usually much better for trust. You can likewise sneak peek by email client and on desktop.

ActiveCampaign supports multi-user modifying, which works likewise to Microsoft Word’s ($ 128. 00 at Amazon) track changes include. Autoresponders can be activated by subscribes, unsubscribes, email opens or link clicks, and occasions, such as birthdays and anniversaries. You have to very first set up an email in order to set up an auto-responder, which is a bit frustrating since you do not learn up until you’re already overcoming the procedure.

How To Set Up A Freebie On WordPress With Active Campaign

As I pointed out earlier, you can pick what to track and add Google Analytics integration. On the reports tab, you can view all the campaigns you’ve sent out, along with opens and clicks. Clicking a project brings you deeper; you can view which subscribers have actually opened your email, link clicks, a map showing where your customers are, which email clients they utilize, and unsubscribes.

Keep in mind that, like all email marketing services, you will only have the ability to see views if your e-mail shows images or if a recipient clicks a link. How To Set Up A Freebie On WordPress With Active Campaign. There are several ways to get assist 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 consists of videos and posts on ActiveCampaign features. Under training, you can arrange a 30-minute phone call or an in-person meeting in Chicago to get an in-depth walkthrough of the service ($ 65 or free with Plus or Business account). You can also register for a webinar, which are normally arranged as soon as a week.

ActiveCampaign stands among the very best marketing automation tools in the industry. Although it’s not as total as our Editors’ Choice tools Pardot ( Go To Website at Salesforce. com) and HubSpot ( 50. 00 Monthly at HubSpot), ActiveCampaign, is sufficient to assist most organizations accomplish fundamental and mildly intricate goals.

How To Set Up A Freebie On WordPress With Active Campaign

Join our special early-adopter Slack community, to help form the future of our ventures & 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, consisting of unlimited e-mails with all of its strategies, third-party integrations, and a variety of auto-responders. This results in a rather busy user interface, which can be tough to take in initially look.

ActiveCampaign has a big library of online support resources and onboarding services, and you can receive help via live chat, however not by phone. It’s similar to Campaign Monitor in lots of ways, though each bests the other one in some areas. For the finest e-mail marketing experience look to our Editors’ Choice choices in this classification: Campaigner and MailChimp ($ 10.

Like numerous other e-mail marketing programs, ActiveCampaign likewise extends its functions into marketing automation as you’ll see below. The company organizes its plans depending on the variety of customers you’re aiming to reach. How To Set Up A Freebie On WordPress With Active Campaign. Strategies start at $9 monthly for as much as 500 contacts and unrestricted emails. At each customer level, you can upgrade to a Plus strategy that includes several functions consisting of customer relationship management (CRM), a custom domain, and custom-made branding.

How To Set Up A Freebie On WordPress With Active Campaign

Plans go all the way as much as 100,000 contacts; if you need more, you can call ActiveCampaign for a custom-made strategy. In between, you can decide for 2,500 contacts for $29 monthly, 5,000 contacts for $45 monthly and so on. All strategies include endless e-mails, unlike Campaign Screen, which offers both fundamental strategies with minimal emails, and more pricey unlimited strategies.

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

The dashboard is frustrating 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 vanishes when you mouse over it.

It’s likewise complicated considering that ActiveCampaign likewise provides CRM and other features that you may not plan to use, however appear on the control panel anyway if you’re utilizing the free trial (How To Set Up A Freebie On WordPress With Active Campaign). Along the top of the screen are your primary options: contacts, campaigns, lists, and other non-email marketing associated functions.

How To Set Up A Freebie On WordPress 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 Site at Zoho CRM), and a lot more. This is another area where it bests Project Monitor, which has no 3rd party combination (How To Set Up A Freebie On WordPress With Active Campaign).

Prior to you add any contacts, though, you need to develop a list, similar to with Project Display. When you develop a list, you require to provide it a name, supply your company’s mailing address for the footer, business URL, and a note letting customers understand why they’re getting the email (this may lower spam reports from absent-minded users.) Next, you can import contacts to that list.

You can likewise opt not to import a particular field. I experimented with including email, name, and birthday. It recognized email, however not the other 2, however I was able to quickly create customized fields. You can likewise tag contacts for simple browsing. Click the campaigns tab to develop a newsletter.

You’ll probably send basic e-mails the most, but you can likewise choose automated (based on logic you create), autoresponder (based on an action by the customer), A/B test, RSS-triggered, or date-based (How To Set Up A Freebie On WordPress With Active Campaign). Then pick the list you desire to send out to; you can also section that list utilizing contact information, location, pages they visited on your website, and more.

How To Set Up A Freebie On WordPress With Active Campaign

After you select who will get the e-mail, you can begin creating, either from scratch or by using among their pre-designed design templates. Going back to square one implies you can choose the layout, colors, and theme. You can likewise add aspects 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 have actually made a recent purchase. You can also drag elements around the page to alter their position, which didn’t constantly work in my tests. Once you submit an image to a newsletter, it is saved in your library for reuse; you can even produce folders for much better company.

Then you can send out test, or schedule shipment (How To Set Up A Freebie On WordPress With Active Campaign). At the bottom of this screen, you can see your spam rating. In my first newsletter, I was alerted about using a free e-mail service provider. Custom emails are generally better for trust. You can also preview by e-mail customer and on desktop.

ActiveCampaign supports multi-user editing, which works similarly 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 occasions, such as birthdays and anniversaries. You need to very first set up an e-mail in order to establish an auto-responder, which is a bit frustrating considering that you do not learn until you’re currently resolving the procedure.

How To Set Up A Freebie On WordPress With Active Campaign

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

Keep in mind that, like all e-mail marketing services, you will just have the ability to see views if your e-mail shows images or if a recipient clicks a link. How To Set Up A Freebie On WordPress With Active Campaign. There are numerous ways 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 assistance.

The knowledgebase consists of videos and articles on ActiveCampaign functions. Under training, you can schedule a 30-minute call or an in-person conference in Chicago to get an in-depth walkthrough of the service ($ 65 or totally free with Plus or Business account). You can also sign up for a webinar, which are typically scheduled once a week.

ActiveCampaign stands amongst the best marketing automation tools in the market. Although it’s not as total as our Editors’ Choice tools Pardot ( See Site at Salesforce. com) and HubSpot ( 50. 00 Monthly at HubSpot), ActiveCampaign, is more than enough to assist most companies accomplish standard and slightly complicated objectives.

How To Set Up A Freebie On WordPress With Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered 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 place 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 eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Set Up A Freebie On WordPress With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom field is updated with a certain worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom field value.

How To Set Up A Freebie On WordPress With Active Campaign

You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date occurs A customized field is updated with a specific value You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to develop it. Many online marketers develop extremely simple email series for their “email courses.” A contact register, and then that contact instantly starts getting lessons.

It was simple to construct 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 sign up by Friday night, and a new course starts each Monday early morning. When I first tried this approach, I was on MailChimp.

How To Set Up A Freebie On WordPress With Active Campaign

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Set Up A Freebie On WordPress With Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with good friends.

The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send the very same e-mail to everyone on my list. I want to send them the proper e-mail for their level of engagement – How To Set Up A Freebie On WordPress With Active Campaign. How To Set Up A Freebie On WordPress With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t currently acquired the item I pitch in the webinar.

How To Set Up A Freebie On WordPress With Active Campaign

Then it sends out 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 hit the “Objective” towards 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 Set Up A Freebie On WordPress With Active Campaign.

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

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

How To Set Up A Freebie On WordPress With Active Campaign

Here’s an automation I got 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 includes new tags for 7 days, thirty 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 starts this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I don’t suggest.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – How To Set Up A Freebie On WordPress With Active Campaign.

How To Set Up A Freebie On WordPress With Active Campaign

The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. How To Set Up A Freebie On WordPress With Active Campaign. I utilized to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” verification.

How To Set Up A Freebie On WordPress With Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s place 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 details Add and get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Set Up A Freebie On WordPress With Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a kind The contact buys A tag is added to the contact A custom-made field is updated with a particular worth From there, you can create Conditions, to check whether the contact has a particular tag or custom-made field worth.

How To Set Up A Freebie On WordPress With Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact purchases A date happens A custom-made field is upgraded with a certain worth You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to build it. Numerous online marketers build very easy email sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this methodology, I was on MailChimp.

How To Set Up A Freebie On WordPress With Active Campaign

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Set Up A Freebie On WordPress With Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with buddies.

The contact will begin 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 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 do not desire to send out the same email to everyone on my list. I desire to send them the proper email for their level of engagement – How To Set Up A Freebie On WordPress With Active Campaign. How To Set Up A Freebie On WordPress With Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.

How To Set Up A Freebie On WordPress With Active Campaign

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 immediately struck the “Objective” 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 Set Up A Freebie On WordPress With Active Campaign.

This allows 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 include tags based upon whether the contact registered, participated in, missed out on, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

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

How To Set Up A Freebie On WordPress With Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates 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 service. However, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t recommend.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still want to be subscribed but have 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 currently clicked the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation utilizing a separate automation) – How To Set Up A Freebie On WordPress With Active Campaign.

How To Set Up A Freebie On WordPress With Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. How To Set Up A Freebie On WordPress With Active Campaign. I used to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my e-mails?” confirmation.