How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’s location 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 Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Add An Attached Document In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom-made field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a specific tag or custom field value.

How To Add An Attached Document In Active Campaign

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date takes place A customized field is upgraded with a particular value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I want to construct it. Lots of marketers develop very easy e-mail series for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

How To Add An Attached Document In Active Campaign

Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email (How To Add An Attached Document In Active Campaign).” 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 out a “pump up” e-mail to get the students all set for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday 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 e-mail 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 email to everyone on my list. I wish to send them the proper email for their level of engagement – How To Add An Attached Document In Active Campaign. How To Add An Attached Document In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.

How To Add An Attached Document In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away hit the “Goal” towards the end 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. How To Add An Attached Document In Active Campaign.

This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact signed up, attended, missed out on, or based upon 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 e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

How To Add An Attached Document In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes 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 at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete inactive customers, which I do not suggest.

Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but 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 discussing why I keep my email list clean. In one week, I send them another email (if they already clicked the verification link in the previous email, they have actually already been gotten rid of from the automation utilizing a separate automation) – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

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 know that they do not have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. How To Add An Attached Document In Active Campaign. I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my e-mails?” verification.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

You can also see whether the conclusion rate has actually increased or reduced, for 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 goal. ActiveCampaign’s Message Variables is my favorite function. It saves me a heap of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent function.

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

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and then their first name. If they don’t, I just state “Hey there,” (How To Add An Attached Document In Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily alter my welcoming according to whether I have the contact’s given name.

How To Add An Attached Document In Active Campaign

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables actually save me a lot of time is by allowing me utilize the very same automation over and over again for my webinars, and I can rapidly alter out all of the information.

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

Here vary 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 item, deal terms, voucher 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 modifications.

And here it remains in an e-mail. This message variable enables me to quickly alter out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp happens to have the finest e-mail modifying experience. I actually like to send basic e-mails.

How To Add An Attached Document In Active Campaign

I’ve found that really tough to do with ActiveCampaign. For some time, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a very long 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 looks like it was pulled from some totally free open-source task. How To Add An Attached Document In Active Campaign.

Nevertheless, including images is a little bit of a task. You have to pick them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a sneak peek on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You need separate text boxes for above and listed below the image. Recently I have actually begun using ActiveCampaign’s abundant text editor. They have some nice templates, but I still wish to send out the plainest email possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t eliminate – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

But, with some adjustments, I can make my email quite basic. I can make it automatically take up the entire window, and I can fine-tune the typography to be slightly bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s abundant text editor is adding images. Envision you’ve simply typed out a great email. How To Add An Attached Document In Active Campaign.

You can’t merely add an image to a block of text. Rather, you have to develop 2 blocks of text: one for before the image, and one for after the image. If you’ve made any formatting changes, you’ll need to keep an eye on those to stay constant. That’s something to handle when you wish to include one image, but when you want to add numerous, it becomes a big chore.

They even have a fundamental mage editor where you can crop the image – How To Add An Attached Document In Active Campaign. MailChimp’s editor is the best I’ve seen in all of the email marketing platforms I have actually tried. You have access to the underlying code, so you can develop a truly plain email, provided you make a fundamental template initially.

How To Add An Attached Document In Active Campaign

MailChimp’s integrated image editor is very effective. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience (How To Add An Attached Document In Active Campaign). It would conserve me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than offset that potential time cost savings.

ConvertKit’s email editing experience is very plain, however easy to browse. Their design templates are limited, which is great with me, but their email modifying experience is slightly easier in that you can produce inline images, and you can develop a completely plain email, and even modify the underlying HTML. If you desire to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an e-mail, and it takes me to the editor for that email. 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 wished to switch backward and forward between different e-mails, I would intuitively be inclined open the same automation in various tabs, then open the respective e-mails from each of those tabs.

How To Add An Attached Document In Active Campaign

In the Automations area, there’s a “Handle 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 quickly edit your whole sequence. How To Add An Attached Document In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Add An Attached Document In Active Campaign. However selecting an email marketing platform is like selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning segmentation, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation options.

You can combine qualities with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just sector by AND/OR, nevertheless MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my search for the ideal e-mail marketing platform, I saw numerous others, some of which I have actually already pointed out.

How To Add An Attached Document In 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 versatile as ActiveCampaign’s, and their divisions options aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is included When a contact registers 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 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 an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip 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 details Include and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Add An Attached Document In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a kind The contact makes a purchase A tag is contributed to the contact A custom field is updated with a particular worth From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field value.

How To Add An Attached Document In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date happens A custom 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 contrast. The main method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I ‘d like to construct it. Numerous online marketers develop really simple e-mail series for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday morning. When I initially tried this method, I was on MailChimp.

How To Add An Attached Document In Active Campaign

Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Add An Attached Document In Active Campaign).” The automation validates 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” e-mail to get the trainees ready for next week’s course, and motivate them to share it with buddies.

The contact will start 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 e-mail 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 do not wish to send out the same email to every individual on my list. I wish to send them the suitable email for their level of engagement – How To Add An Attached Document In Active Campaign. How To Add An Attached Document In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently acquired the item I pitch in the webinar.

How To Add An Attached Document In Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away hit the “Objective” towards 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. How To Add An Attached Document In Active Campaign.

This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact signed up, participated in, missed out on, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.

How To Add An Attached Document In Active Campaign

Here’s an automation I obtained 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate 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 want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not suggest.

Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still desire 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 on the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a separate automation) – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking enabled. This kind adds a tag that I use to filter those contacts out. How To Add An Attached Document In Active Campaign. I used to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still want my emails?” confirmation.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

You can also see whether the conclusion rate has increased or decreased, for how long it considers contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the goal. 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 ” bits”) has a comparable feature.

Let’s state you have the very first name of only some of your contacts, which holds true with my list. I usually do not require a first name to sign up to my list, but sometimes I get a given name, such as when someone purchases an item. Wouldn’t it be good 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 added 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 just say “Hey there,” (How To Add An Attached Document In Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s given name.

How To Add An Attached Document In Active Campaign

I developed a variable that’s simply %greeting-hey%. If I have the contact’s name, it appears in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a lot of time is by enabling me utilize the exact same automation over and over again for my webinars, and I can rapidly change out all of the information.

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot 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 offer modifications.

And here it is in an e-mail. This message variable allows me to quickly alter out a countdown timer. I did point out earlier that one of the cons of ActiveCampaign is their e-mail editing experience. I switched from MailChimp, and MailChimp occurs to have the finest e-mail editing experience. I actually like to send out easy e-mails.

How To Add An Attached Document In Active Campaign

I’ve found that very 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 used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental template I developed. The user interface for the HTML editor looks like it was pulled from some free open-source task. How To Add An Attached Document In Active Campaign.

However, adding images is a little bit of a chore. You need to choose them from a file browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you compose totally in HTML. The option to this, if you wish 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 started using ActiveCampaign’s abundant full-screen editor. They have some nice templates, but I still desire to send the plainest email possible. They do have some plain-looking e-mails, however they have some degree of minimal format, which you can’t get rid of – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

However, with some adjustments, I can make my email pretty fundamental. I can make it immediately take up the entire window, and I can modify the typography to be somewhat bigger, and have a bit more leading. The most discouraging part of ActiveCampaign’s abundant text editor is adding images. Picture you’ve simply typed out a fantastic email. How To Add An Attached Document In Active Campaign.

You can’t simply include an image to a block of text. Instead, you have to produce 2 blocks of text: one for before the image, and one for after the image. If you have actually made any format changes, you’ll have to keep an eye on those to remain constant. That’s something to deal with when you wish to add one image, but when you desire to add several, it becomes a huge task.

They even have a fundamental mage editor where you can crop the image – How To Add An Attached Document In Active Campaign. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I have actually tried. You have access to the underlying code, so you can create a truly plain email, offered you make a standard template initially.

How To Add An Attached Document In Active Campaign

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and include custom text to your images. I miss MailChimp’s email-editing experience (How To Add An Attached Document In Active Campaign). It would save me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can build on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s email modifying experience is really plain, but simple to browse. Their templates are restricted, which is great with me, however their e-mail editing experience is somewhat much easier in that you can create inline images, and you can create an absolutely 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 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 back and forth between numerous emails, I would intuitively be inclined open the same automation in different tabs, then open the respective e-mails from each of those tabs.

How To Add An Attached Document In Active Campaign

In the Automations area, there’s a “Manage Messages” area. 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 easily modify your whole series. How To Add An Attached Document In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would save me a great deal of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Add An Attached Document In Active Campaign. But selecting an email marketing platform is like selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has restricted segmentation choices.

You can combine qualities with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can just section by AND/OR, however MailChimp’s Pro plan permits more advanced segmenting, for an extra $199 a month. In my look for the perfect e-mail marketing platform, I saw lots of others, some of which I have actually already pointed out.

How To Add An Attached Document In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much easier to develop, 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 currently know that I switched from MailChimp to ActiveCampaign.