Active Campaign With Pdf Attachment

You can also see whether the conclusion rate has increased or decreased, how long it takes for contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite function. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s state you have the given name of just a few of your contacts, which holds true with my list. I usually do not require a given name to sign up to my list, however often I get a first name, such as when somebody purchases a product. Would not it be good to welcome your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and then their given name. If they don’t, I just state “Hey there,” (Active Campaign With Pdf Attachment). By constructing a Message Variable in ActiveCampaign, I can easily change my greeting according to whether or not I have the contact’s given name.

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I created a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by allowing me use the exact same automation over and over once again for my webinars, and I can rapidly alter out all of the information.

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of various variables here, such as the date and time of the webinar, the price of the item, offer terms, voucher code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule modifications or deal modifications.

And here it is in an email. This message variable allows me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their email editing experience. I switched from MailChimp, and MailChimp takes place to have the very best email modifying experience. I really like to send out simple e-mails.

Active Campaign With Pdf Attachment

I’ve found that very hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard design template I produced. The interface for the HTML editor appears like it was pulled from some totally free open-source project. Active Campaign With Pdf Attachment.

However, adding images is a little a task. You need to pick them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up entirely in HTML. The alternative to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You require separate text boxes for above and listed below the image. Lately I have begun utilizing ActiveCampaign’s rich text editor. They have some great templates, however I still wish to send the simplest e-mail possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t get rid of – Active Campaign With Pdf Attachment.

Active Campaign With Pdf Attachment

But, with some changes, I can make my e-mail quite basic. I can make it automatically use up the entire window, and I can tweak the typography to be somewhat bigger, and have a bit more prominent. The most frustrating part of ActiveCampaign’s rich full-screen editor is adding images. Imagine you have actually just typed out a fantastic email. Active Campaign With Pdf Attachment.

You can’t simply add an image to a block of text. Rather, you need to create 2 blocks of text: one for before the image, and one for after the image. If you’ve made any formatting changes, you’ll need to watch on those to stay consistent. That’s something to deal with when you want to add one image, however when you wish to include a number of, it becomes a huge chore.

They even have a basic mage editor where you can crop the image – Active Campaign With Pdf Attachment. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a really plain email, supplied you make a fundamental template initially.

Active Campaign With Pdf Attachment

MailChimp’s integrated image editor is very effective. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign With Pdf Attachment). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than make up for that prospective time cost savings.

ConvertKit’s email editing experience is really plain, but simple to navigate. Their templates are limited, which is great with me, but their email modifying experience is a little easier because you can produce inline images, and you can produce a totally plain e-mail, and even modify the underlying HTML. If you wish to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an email, and it takes me to the editor for that email. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to switch backward and forward between different emails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

Active Campaign With Pdf Attachment

In the Automations section, there’s a “Handle Messages” location. 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 new tab to more quickly modify your whole series. Active Campaign With Pdf Attachment. Contrast that with ConvertKit’s Sequences.

Once again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Active Campaign With Pdf Attachment. But picking an e-mail marketing platform is like selecting a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited division options.

You can integrate qualities with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can just segment by AND/OR, nevertheless MailChimp’s Pro plan permits more sophisticated segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw numerous others, some of which I have actually currently mentioned.

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ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.

Active Campaign With Pdf Attachment

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a specific 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 Alert an employee Wait conditions If/then conditionals Split traffic for testing 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 details Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – Active Campaign With Pdf Attachment.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a specific worth From there, you can produce Conditions, to examine whether the contact has a specific tag or custom-made field worth.

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You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact makes a purchase A date happens A customized field is updated with a particular value You do not create emails in ConvertKit’s Automations.

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

It was simple to develop with ActiveCampaign, however difficult 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 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.

Active Campaign With Pdf Attachment

Here’s the automation I use to welcome 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 (Active Campaign With Pdf Attachment).” The automation verifies 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 students all set for next week’s course, and encourage them to share it with buddies.

The contact will start getting lessons the following Monday 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 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 wish to send the same e-mail to every person on my list. I desire to send them the proper e-mail for their level of engagement – Active Campaign With Pdf Attachment. Active Campaign With Pdf Attachment. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t currently acquired the product I pitch in the webinar.

Active Campaign With Pdf Attachment

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. Active Campaign With Pdf Attachment.

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 include 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 activate automations within ActiveCampaign.

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

Active Campaign With Pdf Attachment

Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once 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 solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t advise.

Some subscribers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one e-mail 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 already clicked the confirmation link in the previous email, they have actually currently been gotten rid of from the automation utilizing a different automation) – Active Campaign With Pdf Attachment.

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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 enabled. This form adds a tag that I utilize to filter those contacts out. Active Campaign With Pdf Attachment. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” confirmation.