Can Active Campaign Send Attachments

Can Active Campaign Send Attachments

Can Active Campaign Send AttachmentsCan Active Campaign Send Attachments

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

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the objective’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 information Add and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Can Active Campaign Send Attachments.

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

Can Active Campaign Send Attachments

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact buys A date occurs A custom field is upgraded with a certain worth You don’t produce emails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email course is by hand 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 first attempted this approach, I was on MailChimp.

Can Active Campaign Send Attachments

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 (Can Active Campaign Send Attachments).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees all set for next week’s course, and motivate them to share it with pals.

The contact will begin 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 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 very same e-mail to everyone on my list. I desire to send them the suitable email for their level of engagement – Can Active Campaign Send Attachments. Can Active Campaign Send Attachments. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the item I pitch in the webinar.

Can Active Campaign Send Attachments

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. Can Active Campaign Send Attachments.

This allows 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, attended, 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 money, and it makes it most 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 e-mails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Can Active Campaign Send Attachments

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, one month, 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 in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one e-mail 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 e-mail (if they currently clicked on the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation using a separate automation) – Can Active Campaign Send Attachments.

Can Active Campaign Send Attachments

Can Active Campaign Send AttachmentsCan Active Campaign Send Attachments

The automation then unsubscribes them. My e-mails 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 enabled. This form adds a tag that I utilize to filter those contacts out. Can Active Campaign Send Attachments. I utilized to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still want my e-mails?” confirmation.

Can Active Campaign Send Attachments

Can Active Campaign Send Attachments

Can Active Campaign Send AttachmentsCan Active Campaign Send Attachments

You can also see whether the completion rate has actually increased or reduced, the length of time it takes for contacts to reach that objective, and you can search 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 (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s state you have the first name of just some of your contacts, which holds true with my list. I usually don’t require a first name to register to my list, however often I get a very first name, such as when somebody purchases a product. Would not it be good to welcome your contacts by name, in the cases when you have it? You can do this, but it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and after that their given name. If they do not, I just say “Hey there,” (Can Active Campaign Send Attachments). By building a Message Variable in ActiveCampaign, I can easily change my greeting according to whether I have the contact’s given name.

Can Active Campaign Send Attachments

I developed a variable that’s merely %greeting-hey%. If I have the contact’s name, it reveals up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a great deal of time is by allowing me use the same automation over and over again for my webinars, and I can rapidly change out all of the details.

Can Active Campaign Send AttachmentsCan Active Campaign Send Attachments

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 cost of the product, deal terms, discount 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 deal modifications.

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

Can Active Campaign Send Attachments

I have actually found that very difficult to do with ActiveCampaign. For some time, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental template I created. The interface for the HTML editor appears like it was pulled from some complimentary open-source task. Can Active Campaign Send Attachments.

Nevertheless, adding images is a bit of a task. You need to pick them from a file web browser. There’s no drag and drop alternative. ActiveCampaign’s HTML email editor needs that you compose completely in HTML. The alternative 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 full-screen editor is a clunky experience. You need separate text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s abundant text editor. They have some great templates, however I still wish to send out the plainest email possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t remove – Can Active Campaign Send Attachments.

Can Active Campaign Send Attachments

But, with some changes, I can make my e-mail quite basic. I can make it immediately take up the whole window, and I can tweak the typography to be a little larger, and have a little more leading. The most frustrating part of ActiveCampaign’s rich text editor is including images. Imagine you have actually just typed out a terrific e-mail. Can Active Campaign Send Attachments.

You can’t just add an image to a block of text. Instead, you have to develop two blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll have to watch on those to stay consistent. That’s something to deal with when you wish to add one image, however when you desire to add several, it ends up being a big task.

They even have a basic mage editor where you can crop the image – Can Active Campaign Send Attachments. MailChimp’s editor is the best I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a truly plain email, offered you make a standard design template initially.

Can Active Campaign Send Attachments

MailChimp’s built-in image editor is very powerful. You can resize, crop, and add custom-made text to your images. I miss MailChimp’s email-editing experience (Can Active Campaign Send Attachments). It would conserve me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s e-mail editing experience is very plain, but easy to browse. Their design templates are restricted, which is fine with me, but their e-mail editing experience is somewhat easier in that you can develop inline images, and you can produce a completely plain e-mail, and even edit the underlying HTML. If you want 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 e-mail. Keep in mind 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 wished to switch back and forth between different e-mails, I would intuitively be inclined open the same automation in different tabs, then open the particular emails from each of those tabs.

Can Active Campaign Send Attachments

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 edit each one, or you can Command + Click to open each in a new tab to more quickly modify your whole series. Can Active Campaign Send Attachments. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – Can Active Campaign Send Attachments. However selecting an email marketing platform resembles picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation choices.

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, however MailChimp’s Pro plan allows more sophisticated segmenting, for an additional $199 a month. In my look for the ideal e-mail marketing platform, I saw many others, a few of which I have actually already discussed.

Can Active Campaign Send Attachments

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much simpler to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations options aren’t as sophisticated either. They likewise do not have goal tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.