Add Files To Active Campaign

Add Files To Active Campaign

Add Files To Active CampaignAdd Files To Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact signs up for a list When a contact submits a form E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can begin developing 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 testing Avoid to other parts of the automation Track goals (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – Add Files To Active Campaign.

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

Add Files To Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact purchases A date takes place A custom field is updated with a certain worth You do not create 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 email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to construct it. Numerous online marketers construct really easy email sequences for their “e-mail courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email 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 early morning. When I initially tried this methodology, I was on MailChimp.

Add Files To Active Campaign

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Add Files To 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 a “pump up” e-mail to get the trainees ready for next week’s course, and encourage them to share it with friends.

The contact will begin 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 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 do not want to send the exact same email to every person on my list. I wish to send them the proper e-mail for their level of engagement – Add Files To Active Campaign. Add Files To Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the product I pitch in the webinar.

Add Files To Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly hit the “Goal” toward completion 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. Add Files To Active Campaign.

This enables 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, attended, missed out on, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

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

Add Files To Active Campaign

Here’s an automation I received 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is one of those cases where I want 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 delete inactive customers, which I don’t suggest.

Some subscribers do not have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out one e-mail 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 currently clicked on the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – Add Files To Active Campaign.

Add Files To Active Campaign

Add Files To Active CampaignAdd Files To Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. Add Files To Active Campaign. I used to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out a basic “do you still want my emails?” verification.

Add Files To Active Campaign

Add Files To Active Campaign

Add Files To Active CampaignAdd Files To Active Campaign

You can also see whether the completion rate has actually increased or reduced, the length of time it considers contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) 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 typically do not need a given name to register to my list, however in some cases I get a given name, such as when someone purchases a product. Wouldn’t it be great to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a given name, I state “Hey,” and then their given name. If they don’t, I just state “Hey there,” (Add Files To Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s given name.

Add Files To Active Campaign

I produced a variable that’s simply %greeting-hey%. If I have the contact’s name, it reveals up in the e-mail. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a lot of time is by enabling me utilize the same automation over and over again for my webinars, and I can rapidly change out all of the details.

Add Files To Active CampaignAdd Files To Active Campaign

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

And here it remains in an email. This message variable enables me to easily change out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp takes place to have the finest email modifying experience. I truly like to send easy e-mails.

Add Files To Active Campaign

I have actually found that very hard to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard template I produced. The interface for the HTML editor appears like it was pulled from some complimentary open-source task. Add Files To Active Campaign.

Nevertheless, including images is a little a chore. You have to choose them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor needs that you make up completely in HTML. The alternative to this, if you want 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 cumbersome experience. You need separate text boxes for above and below the image. Lately I have started utilizing ActiveCampaign’s abundant text editor. They have some good templates, however I still wish to send out the plainest e-mail possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t remove – Add Files To Active Campaign.

Add Files To Active Campaign

However, with some adjustments, I can make my e-mail pretty fundamental. I can make it automatically take up the entire window, and I can fine-tune the typography to be a little larger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich text editor is adding images. Picture you’ve simply typed out a terrific e-mail. Add Files To Active Campaign.

You can’t merely include an image to a block of text. Instead, you need to develop 2 blocks of text: one for prior to the image, and one for after the image. If you have actually made any formatting modifications, you’ll need to watch on those to stay consistent. That’s one thing to deal with when you wish to add one image, however when you wish to include a number of, it becomes a big chore.

They even have a basic mage editor where you can crop the image – Add Files To Active Campaign. MailChimp’s editor is the very best I’ve seen in all of the e-mail marketing platforms I’ve attempted. You have access to the underlying code, so you can produce a truly plain email, provided you make a fundamental design template initially.

Add Files To Active Campaign

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

ConvertKit’s email modifying experience is very plain, but easy to navigate. Their templates are limited, which is fine with me, but their email modifying experience is a little simpler in that you can create inline images, and you can create a completely plain email, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an email, and it takes me to the editor for that e-mail. Note that I can’t even Command + Click to open it in another tab. Whether they meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to change backward and forward between numerous e-mails, I would intuitively be inclined open the very same automation in various tabs, then open the respective emails from each of those tabs.

Add Files To Active Campaign

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 every one, or you can Command + Click to open each in a new tab to more quickly edit your entire sequence. Add Files To Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would save me a lot of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Add Files To Active Campaign. But selecting an email marketing platform resembles picking a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation choices.

You can integrate characteristics with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro plan permits more advanced segmenting, for an additional $199 a month. In my look for the best e-mail marketing platform, I saw lots of others, some of which I’ve already discussed.

Add Files To Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much simpler to develop, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.