Add Attachment To Active Campaign Automation

Add Attachment To Active Campaign Automation

Add Attachment To Active Campaign AutomationAdd Attachment To Active Campaign Automation

You can likewise see whether the completion rate has increased or reduced, how long it takes for contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred function. It conserves me a ton of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s say you have the given name of only some of your contacts, which is the case with my list. I generally don’t require a given name to sign up to my list, but sometimes I get a first name, such as when someone purchases a product. Wouldn’t it be great to greet your contacts by name, in the cases when you have it? You can do this, however it’s troublesome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a very first name, I state “Hey,” and after that their first name. If they do not, I just state “Hey there,” (Add Attachment To Active Campaign Automation). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s given name.

Add Attachment To Active Campaign Automation

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually conserve me a lot of time is by enabling me utilize the very same automation over and over once again for my webinars, and I can quickly alter out all of the information.

Add Attachment To Active Campaign AutomationAdd Attachment To Active Campaign Automation

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of different variables here, such as the date and time of the webinar, the cost of the product, 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 changes.

And here it remains in an e-mail. This message variable enables me to easily change out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp happens to have the very best email modifying experience. I truly like to send simple emails.

Add Attachment To Active Campaign Automation

I have actually found that extremely difficult to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a standard template I created. The interface for the HTML editor looks like it was pulled from some complimentary open-source task. Add Attachment To Active Campaign Automation.

However, including images is a bit of a chore. You need to pick them from a file internet browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor needs that you compose totally in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

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

Add Attachment To Active Campaign Automation

But, with some changes, I can make my email pretty standard. I can make it immediately use up the entire window, and I can modify the typography to be a little larger, and have a bit more prominent. The most aggravating part of ActiveCampaign’s rich full-screen editor is including images. Envision you have actually just typed out an excellent email. Add Attachment To Active Campaign Automation.

You can’t merely add an image to a block of text. Rather, you have to produce two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll need to keep an eye on those to remain constant. That’s one thing to deal with when you desire to include one image, however when you wish to include several, it becomes a big task.

They even have a basic mage editor where you can crop the image – Add Attachment To Active Campaign Automation. 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 truly plain e-mail, offered you make a standard design template first.

Add Attachment To Active Campaign Automation

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (Add Attachment To Active Campaign Automation). It would conserve me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time cost savings.

ConvertKit’s e-mail modifying experience is very plain, but simple to browse. Their design templates are limited, which is great with me, but their email editing experience is a little easier in that you can develop inline images, and you can develop an absolutely plain email, and even modify the underlying HTML. If you want to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click on an email, and it takes me to the editor for that email. Note 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 desired to change backward and forward in between various e-mails, I would intuitively be inclined open the same automation in different tabs, then open the particular emails from each of those tabs.

Add Attachment To Active Campaign Automation

In the Automations area, there’s a “Manage Messages” location. From here, you can see all of the messages in each of your automations. You can modify each one, or you can Command + Click to open each in a brand-new tab to more quickly modify your entire sequence. Add Attachment To Active Campaign Automation. Contrast that with ConvertKit’s Series.

Once again, it would save me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Add Attachment To Active Campaign Automation. But picking an e-mail marketing platform resembles selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has restricted division alternatives.

You can integrate attributes with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can only section by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an extra $199 a month. In my search for the best email marketing platform, I saw many others, a few of which I’ve already pointed out.

Add Attachment To Active Campaign Automation

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are much easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.

Add Attachment To Active Campaign Automation

Add Attachment To Active Campaign Automation

Add Attachment To Active Campaign AutomationAdd Attachment To Active Campaign Automation

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site choices (readily 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 out an email Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip 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 eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Add Attachment To Active Campaign Automation.

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

Add Attachment To Active Campaign Automation

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact buys A date takes place A customized field is upgraded with a particular worth You don’t create 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 simple for me to construct my email course exactly how I want to construct it. Lots of online marketers develop very simple e-mail sequences for their “email courses.” A contact indications up, and then that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I first tried this approach, I was on MailChimp.

Add Attachment To Active Campaign Automation

Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (Add Attachment To Active Campaign Automation).” 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” email to get the students ready for next week’s course, and motivate them to share it with pals.

The contact will start getting lessons the following Monday early 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 morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send the very same e-mail to every individual on my list. I desire to send them the appropriate e-mail for their level of engagement – Add Attachment To Active Campaign Automation. Add Attachment To Active Campaign Automation. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.

Add Attachment To Active Campaign Automation

Then it sends 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” toward completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. Add Attachment To Active Campaign Automation.

This enables me to customize 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 signed up, participated in, missed, or based upon 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. People who don’t open my emails make it harder for other e-mails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

Add Attachment To Active Campaign Automation

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform 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 new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over 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 option. But, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not suggest.

Some customers do not have 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 email asking if they still want to be subscribed, and briefly describing 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 e-mail, they’ve currently been removed from the automation using a different automation) – Add Attachment To Active Campaign Automation.

Add Attachment To Active Campaign Automation

Add Attachment To Active Campaign AutomationAdd Attachment To Active Campaign Automation

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 do not have tracking allowed. This form adds a tag that I use to filter those contacts out. Add Attachment To Active Campaign Automation. I utilized to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my e-mails?” confirmation.