Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign AutomationAdding A Pdf File To An Active Campaign Automation

You can likewise see whether the conclusion rate has increased or decreased, how long it takes for contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my favorite function. It conserves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s say you have the very first name of only a few of your contacts, which holds true with my list. I generally don’t require a very first name to register to my list, but in some cases I get a first name, such as when somebody purchases an item. Would not it be nice to welcome your contacts by name, in the cases when you have it? You can do this, however it’s troublesome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a first name, I say “Hey,” and then their very first name. If they do not, I simply say “Hey there,” (Adding A Pdf File To An Active Campaign Automation). By developing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether or not I have the contact’s very first name.

Adding A Pdf File To An Active Campaign Automation

I developed a variable that’s just %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 truly 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 alter out all of the details.

Adding A Pdf File To An Active Campaign AutomationAdding A Pdf File To An Active Campaign Automation

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

And here it remains in an e-mail. This message variable allows me to quickly change out a countdown timer. I did point out 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 editing experience. I actually like to send simple emails.

Adding A Pdf File To An Active Campaign Automation

I’ve discovered that extremely difficult to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic design template I created. The user interface for the HTML editor looks like it was pulled from some totally free open-source task. Adding A Pdf File To An Active Campaign Automation.

However, adding images is a little bit of a chore. You have to select them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you compose entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich full-screen editor is a cumbersome experience. You require separate text boxes for above and below the image. Lately I have actually begun using ActiveCampaign’s rich text editor. They have some good templates, however I still wish to send out the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t eliminate – Adding A Pdf File To An Active Campaign Automation.

Adding A Pdf File To An Active Campaign Automation

But, with some changes, I can make my email quite fundamental. I can make it automatically take up the entire window, and I can tweak the typography to be slightly bigger, and have a bit more leading. The most discouraging part of ActiveCampaign’s abundant full-screen editor is including images. Picture you have actually simply typed out a fantastic email. Adding A Pdf File To An Active Campaign Automation.

You can’t just include an image to a block of text. Instead, you have to create 2 blocks of text: one for before the image, and one for after the image. If you have actually made any format modifications, you’ll have to keep an eye on those to stay constant. That’s something to deal with when you wish to add one image, but when you desire to include a number of, it ends up being a huge chore.

They even have a standard mage editor where you can crop the image – Adding A Pdf File To An Active Campaign Automation. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can create a really plain e-mail, supplied you make a fundamental template first.

Adding A Pdf File To An Active Campaign Automation

MailChimp’s built-in image editor is exceptionally effective. You can resize, crop, and include custom text to your images. I miss MailChimp’s email-editing experience (Adding A Pdf File To An Active Campaign Automation). It would conserve me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than offset that potential time savings.

ConvertKit’s e-mail modifying experience is really plain, however easy to browse. Their templates are limited, which is fine with me, however their e-mail modifying experience is slightly much easier in that you can produce inline images, and you can develop a completely plain email, 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 cumbersome.

I’ll click on an e-mail, 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 handicapped Command + Click from the automation editor. If I wished to switch backward and forward between numerous e-mails, I would intuitively be inclined open the exact same automation in various tabs, then open the particular e-mails from each of those tabs.

Adding A Pdf File To An Active Campaign Automation

In the Automations section, there’s a “Manage Messages” area. 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 easily edit your whole sequence. Adding A Pdf File To An Active Campaign Automation. Contrast that with ConvertKit’s Series.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Adding A Pdf File To An Active Campaign Automation. However picking an email marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation alternatives.

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro plan allows more advanced segmenting, for an additional $199 a month. In my search for the ideal e-mail marketing platform, I saw lots of others, a few of which I have actually currently mentioned.

Adding A Pdf File To An Active Campaign Automation

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions alternatives aren’t as advanced either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You currently know that I switched from MailChimp to ActiveCampaign.

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign AutomationAdding A Pdf File To An Active Campaign Automation

To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site options (available in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send an email Notify a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’s location 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 details Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – Adding A Pdf File To An Active Campaign Automation.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A custom-made field is updated with a particular worth From there, you can create Conditions, to inspect whether the contact has a specific tag or custom-made field worth.

Adding A Pdf File To An Active Campaign Automation

You can also develop Occasions, 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 makes a purchase A date takes place A custom-made field is upgraded with a specific value You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to build it. Numerous marketers build really easy email series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday morning. When I first tried this method, I was on MailChimp.

Adding A Pdf File To An Active Campaign Automation

Here’s the automation I use to invite brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Adding A Pdf File To An Active Campaign Automation).” 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 encourage them to share it with good 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 want to send out the very same email to every person on my list. I desire to send them the proper email for their level of engagement – Adding A Pdf File To An Active Campaign Automation. Adding A Pdf File To An Active Campaign Automation. 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.

Adding A Pdf File To An Active Campaign Automation

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Objective” 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. Adding A Pdf File To An 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 combination panel: I can include tags based upon whether the contact registered, went to, missed out on, or based upon the length of time 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 emails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

Adding A Pdf File To An 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 includes brand-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, eliminates all of those tags, and begins this automation over again.

This automation can be frustrating at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not suggest.

Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they have actually already been gotten rid of from the automation using a separate automation) – Adding A Pdf File To An Active Campaign Automation.

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign AutomationAdding A Pdf File To An Active Campaign Automation

The automation then unsubscribes them. My e-mails also 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 includes a tag that I utilize to filter those contacts out. Adding A Pdf File To An Active Campaign Automation. I used to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send out a basic “do you still want my e-mails?” verification.