Adding A Pdf To Active Campaign

Adding A Pdf To Active Campaign

Adding A Pdf To Active CampaignAdding A Pdf To Active Campaign

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Inform 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 goal’s location 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 details Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – Adding A Pdf To Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a kind The contact makes a purchase A tag is added to the contact A customized field is upgraded with a particular worth From there, you can develop Conditions, to check whether the contact has a certain tag or custom-made field value.

Adding A Pdf To Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date happens A customized field is updated with a certain value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I wish to build it. Numerous online marketers build extremely easy email sequences for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Adding A Pdf To Active Campaign

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (Adding A Pdf 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” email to get the trainees prepared for next week’s course, and motivate 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 registration for next week’s class. They’ll get the pump up email the following Friday 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 wish to send the exact same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – Adding A Pdf To Active Campaign. Adding A Pdf To Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently bought the product I pitch in the webinar.

Adding A Pdf To Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Adding A Pdf To 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 combination panel: I can add tags based upon whether the contact signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

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

Adding A Pdf To Active Campaign

Here’s an automation I received 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 adds 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 separate automation removes them from this automation, removes all of those tags, and begins this automation over again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not suggest.

Some customers don’t have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they have actually currently been removed from the automation using a separate automation) – Adding A Pdf To Active Campaign.

Adding A Pdf To Active Campaign

Adding A Pdf To Active CampaignAdding A Pdf To Active Campaign

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 made it possible for. This form includes a tag that I utilize to filter those contacts out. Adding A Pdf To Active Campaign. I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still want my e-mails?” confirmation.

Adding A Pdf To Active Campaign

Adding A Pdf To Active Campaign

Adding A Pdf To Active CampaignAdding A Pdf To Active Campaign

You can likewise see whether the conclusion rate has increased or decreased, for 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 feature. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the very first name of just some of your contacts, which holds true with my list. I generally do not require a first name to register to my list, however sometimes I get a given name, such as when somebody buys an item. Wouldn’t it be great to greet your contacts by name, in the events when you have it? You can do this, however it’s cumbersome.

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

Adding A Pdf To Active Campaign

I produced a variable that’s just %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by allowing me utilize the very same automation over and over again for my webinars, and I can rapidly change out all of the information.

Adding A Pdf To Active CampaignAdding A Pdf 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 rate of the product, offer terms, discount coupon 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 remains in an e-mail. This message variable allows me to easily alter 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 best email editing experience. I truly like to send out easy emails.

Adding A Pdf To Active Campaign

I have actually discovered that really tough 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 set off by a fundamental template I created. The interface for the HTML editor looks like it was pulled from some totally free open-source task. Adding A Pdf To Active Campaign.

However, including images is a little a chore. You need to select them from a file browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email 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.

Adding images to ActiveCampaign’s rich text editor is a cumbersome experience. You need different text boxes for above and below the image. Recently I have actually started using ActiveCampaign’s abundant text editor. They have some great templates, however I still want to send the simplest email possible. They do have some plain-looking emails, but they have some degree of minimal formatting, which you can’t remove – Adding A Pdf To Active Campaign.

Adding A Pdf To Active Campaign

However, with some adjustments, I can make my email quite basic. I can make it immediately take up the whole window, and I can fine-tune the typography to be somewhat larger, and have a little bit more leading. The most aggravating part of ActiveCampaign’s rich text editor is including images. Envision you have actually just typed out a great email. Adding A Pdf To Active Campaign.

You can’t simply include an image to a block of text. Instead, you have to produce two blocks of text: one for prior to the image, and one for after the image. If you have actually made any format changes, you’ll have to watch on those to remain constant. That’s something to handle when you wish to include one image, but when you wish to add numerous, it becomes a big chore.

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

Adding A Pdf To Active Campaign

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (Adding A Pdf 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 build on ActiveCampaign more than offset that possible time savings.

ConvertKit’s email modifying experience is really plain, however simple to browse. Their templates are restricted, which is fine with me, but their email modifying experience is a little simpler because you can develop inline images, and you can develop an absolutely plain e-mail, and even modify the underlying HTML. If you want to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an email, and it takes me to the editor for that e-mail. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they meant to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to switch back and forth in between various emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the particular e-mails from each of those tabs.

Adding A Pdf To Active Campaign

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 brand-new tab to more easily edit your entire sequence. Adding A Pdf To Active Campaign. Contrast that with ConvertKit’s Series.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – Adding A Pdf To Active Campaign. However choosing an e-mail marketing platform resembles picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted division options.

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 only segment by AND/OR, nevertheless MailChimp’s Pro strategy allows more advanced segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw numerous others, some of which I’ve already mentioned.

Adding A Pdf To Active Campaign

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