Attach A Pdf In Active Campaign Email

Attach A Pdf In Active Campaign Email

Attach A Pdf In Active Campaign EmailAttach A Pdf In Active Campaign Email

You can likewise see whether the completion rate has increased or decreased, how long it takes for contacts to reach that goal, and you can search all contacts to see who did and didn’t reach the objective. 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 ” bits”) has a similar feature.

Let’s state you have the first name of just some of your contacts, which holds true with my list. I typically do not need a given name to sign up to my list, but sometimes I get a very first name, such as when somebody purchases an item. Would not it be great to welcome your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a given name, I say “Hey,” and then their given name. If they don’t, I just state “Hey there,” (Attach A Pdf In Active Campaign Email). By building a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether I have the contact’s given name.

Attach A Pdf In Active Campaign Email

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I do not have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a great deal of time is by enabling me use the exact same automation over and over once again for my webinars, and I can quickly alter out all of the information.

Attach A Pdf In Active Campaign EmailAttach A Pdf In Active Campaign Email

Here vary 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 alter each of these variables to match any schedule changes or offer modifications.

And here it is in an e-mail. This message variable enables me to easily alter out a countdown timer. I did discuss earlier that a person of the cons of ActiveCampaign is their e-mail editing experience. I changed from MailChimp, and MailChimp happens to have the very best email modifying experience. I actually like to send easy e-mails.

Attach A Pdf In Active Campaign Email

I’ve found that extremely tough to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a fundamental template I produced. The interface for the HTML editor looks like it was pulled from some complimentary open-source task. Attach A Pdf In Active Campaign Email.

However, adding images is a bit of a chore. You have to pick them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you compose totally in HTML. The option to this, if you desire to have control over the HTML, is to edit pure HTML, with a sneak peek 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 utilizing ActiveCampaign’s abundant full-screen editor. They have some great design templates, but I still desire 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 eliminate – Attach A Pdf In Active Campaign Email.

Attach A Pdf In Active Campaign Email

But, with some modifications, I can make my e-mail pretty standard. I can make it instantly use up the whole window, and I can modify the typography to be slightly larger, and have a little bit more prominent. The most frustrating part of ActiveCampaign’s rich full-screen editor is adding images. Envision you have actually just typed out an excellent email. Attach A Pdf In Active Campaign Email.

You can’t merely include an image to a block of text. Rather, you have to create 2 blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll have to keep an eye on those to remain consistent. That’s one thing to deal with when you wish to include one image, but when you desire to include numerous, it becomes a big chore.

They even have a fundamental mage editor where you can crop the image – Attach A Pdf In Active Campaign Email. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can create a truly plain e-mail, supplied you make a standard template initially.

Attach A Pdf In Active Campaign Email

MailChimp’s built-in image editor is extremely powerful. You can resize, crop, and add custom text to your images. I miss MailChimp’s email-editing experience (Attach A Pdf In Active Campaign Email). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s e-mail modifying experience is very plain, however simple to browse. Their templates are limited, which is fine with me, however their e-mail editing experience is slightly much easier in that you can develop inline images, and you can develop an absolutely plain e-mail, and even edit the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click 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 indicated to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I desired to switch back and forth in 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.

Attach A Pdf In Active Campaign Email

In the Automations section, there’s a “Handle Messages” area. 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 whole series. Attach A Pdf In Active Campaign Email. Contrast that with ConvertKit’s Sequences.

Again, it would save me a great deal of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – Attach A Pdf In Active Campaign Email. However selecting an email marketing platform is like choosing a spouse. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation options.

You can combine attributes with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, nevertheless MailChimp’s Pro plan allows more advanced segmenting, for an additional $199 a month. In my look for the perfect email marketing platform, I saw lots of others, some of which I’ve already mentioned.

Attach A Pdf In Active Campaign Email

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 segmentations alternatives aren’t as sophisticated either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.

Attach A Pdf In Active Campaign Email

Attach A Pdf In Active Campaign Email

Attach A Pdf In Active Campaign EmailAttach A Pdf In Active Campaign Email

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 subscribes to a list When a contact submits a type E-commerce and on-site options (readily available 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 offered in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 information Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Attach A Pdf In Active Campaign Email.

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

Attach A Pdf In Active Campaign Email

You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date happens A customized field is upgraded with a certain worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to construct it. Lots of marketers build really basic email series for their “email courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

Attach A Pdf In Active Campaign Email

Here’s the automation I use to welcome new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Attach A Pdf In Active Campaign Email).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students all set for next week’s course, and encourage them to share it with pals.

The contact will start getting lessons the following Monday 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 early 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 out the very same e-mail to every person on my list. I wish to send them the suitable e-mail for their level of engagement – Attach A Pdf In Active Campaign Email. Attach A Pdf In Active Campaign Email. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already purchased the item I pitch in the webinar.

Attach A Pdf In Active Campaign Email

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 immediately struck the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. Attach A Pdf In Active Campaign Email.

This allows me to tailor 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 out on, or based upon for 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 e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other e-mails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Attach A Pdf In Active Campaign Email

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t suggest.

Some customers do not have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been busy. 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 clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been removed from the automation utilizing a separate automation) – Attach A Pdf In Active Campaign Email.

Attach A Pdf In Active Campaign Email

Attach A Pdf In Active Campaign EmailAttach A Pdf In Active Campaign Email

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me understand that they don’t have tracking allowed. This kind includes a tag that I use to filter those contacts out. Attach A Pdf In Active Campaign Email. I used to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still desire my emails?” verification.