How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

You can also see whether the conclusion rate has actually increased or reduced, how long it considers 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 feature. It saves me a lot of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s state you have the given name of just a few of your contacts, which holds true with my list. I usually do not require a given name to sign up to my list, however sometimes I get a given name, such as when somebody buys an item. Would not it be good 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 added by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and after that their first name. If they don’t, I just say “Hey there,” (How To Add Attachment To Active Campaign Email). By constructing a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s very first name.

How To Add Attachment To Active Campaign Email

I produced a variable that’s merely %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 lot of time is by enabling me utilize the same automation over and over again for my webinars, and I can quickly change out all of the information.

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

Here are variables 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 brand-new webinar, I can alter each of these variables to match any schedule modifications or offer changes.

And here it is in an email. This message variable enables me to easily change out a countdown timer. I did discuss earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp occurs to have the finest e-mail editing experience. I truly like to send easy emails.

How To Add Attachment To Active Campaign Email

I have actually found that really difficult to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I produced. The interface for the HTML editor appears like it was pulled from some totally free open-source task. How To Add Attachment To Active Campaign Email.

Nevertheless, including images is a bit of a task. You have to choose them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML email editor needs that you make up totally in HTML. The alternative to this, if you want to have control over the HTML, is to edit pure HTML, with a sneak peek on the side.

Including 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 utilizing ActiveCampaign’s rich full-screen editor. They have some great design templates, however I still wish to send the plainest email possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t eliminate – How To Add Attachment To Active Campaign Email.

How To Add Attachment To Active Campaign Email

But, with some adjustments, I can make my e-mail pretty fundamental. I can make it automatically use up the entire window, and I can fine-tune the typography to be somewhat bigger, and have a little bit more prominent. The most frustrating part of ActiveCampaign’s abundant text editor is including images. Picture you have actually simply typed out an excellent email. How To Add Attachment To Active Campaign Email.

You can’t merely include an image to a block of text. Instead, you need to produce two blocks of text: one for prior to the image, and one for after the image. If you’ve made any formatting changes, you’ll have to watch on those to remain constant. That’s one thing to handle when you wish to include one image, however when you wish to add a number of, it becomes a big chore.

They even have a basic mage editor where you can crop the image – How To Add Attachment To Active Campaign Email. 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 genuinely plain e-mail, provided you make a standard template initially.

How To Add Attachment To Active Campaign Email

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and include custom-made text to your images. I miss out on MailChimp’s email-editing experience (How To Add Attachment To Active Campaign Email). It would conserve me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s e-mail modifying experience is extremely plain, however easy to browse. Their design templates are limited, which is great with me, however their e-mail modifying experience is slightly easier in that you can create 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 emails in an automation, with ActiveCampaign, it’s troublesome.

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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch backward and forward in between numerous emails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular e-mails from each of those tabs.

How To Add Attachment To Active Campaign Email

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 every one, or you can Command + Click to open each in a new tab to more quickly modify your entire series. How To Add Attachment To Active Campaign Email. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How To Add Attachment To Active Campaign Email. However choosing an email marketing platform is like picking a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

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 sector by AND/OR, nevertheless MailChimp’s Pro strategy permits more sophisticated segmenting, for an extra $199 a month. In my look for the perfect email marketing platform, I saw lots of others, some of which I have actually already discussed.

How To Add Attachment To Active Campaign Email

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions choices aren’t as sophisticated either. They also do not have objective tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

To begin building 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 subscribes to a list When a contact submits a kind E-commerce and on-site choices (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 readily available in ActiveCampaign’s automations are: Send out an e-mail Notify 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 place 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 Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Add Attachment To Active Campaign Email.

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

How To Add Attachment To Active Campaign Email

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact makes a purchase A date happens A custom-made field is updated with a specific worth 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 build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to build it. Numerous marketers build extremely simple email series for their “email courses.” A contact signs up, and after that that contact right away starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.

How To Add Attachment To Active Campaign Email

Here’s the automation I use to welcome new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Add Attachment To Active Campaign Email).” 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” email to get the trainees ready for next week’s course, and encourage them to share it with good friends.

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 do not desire to send the very same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – How To Add Attachment To Active Campaign Email. How To Add Attachment To Active Campaign Email. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.

How To Add Attachment To Active Campaign Email

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they instantly hit 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. How To Add Attachment To Active Campaign Email.

This enables me to customize 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 registered, 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 cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to the individuals who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

How To Add Attachment To Active Campaign Email

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 adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not advise.

Some customers do not have tracking turned on, so their opens aren’t taped. Others still want to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail asking if they still want 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 already clicked on the verification link in the previous e-mail, they have actually already been removed from the automation using a different automation) – How To Add Attachment To Active Campaign Email.

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. How To Add Attachment To Active Campaign Email. I utilized to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” verification.

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

You can likewise see whether the conclusion rate has actually increased or reduced, how long it considers contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has an equivalent feature.

Let’s state you have the first name of only a few of your contacts, which holds true with my list. I usually do not need a very first name to register to my list, however often I get a given name, such as when someone buys a product. Wouldn’t it be good to greet your contacts by name, in the cases when you have it? You can do this, however it’s troublesome.

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 after that their very first name. If they do not, I simply say “Hey there,” (How To Add Attachment To Active Campaign Email). By constructing a Message Variable in ActiveCampaign, I can easily alter my greeting according to whether I have the contact’s given name.

How To Add Attachment To Active Campaign Email

I produced 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 really conserve me a great deal of time is by allowing me utilize the exact same automation over and over again for my webinars, and I can quickly change out all of the details.

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

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 rate of the product, 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 modifications or offer modifications.

And here it is in an email. 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 takes place to have the finest email editing experience. I actually like to send out simple emails.

How To Add Attachment To Active Campaign Email

I have actually found that really hard to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is quite cumbersome. For a long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was set off by a basic template I produced. The user interface for the HTML editor looks like it was pulled from some free open-source job. How To Add Attachment To Active Campaign Email.

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

Including images to ActiveCampaign’s abundant full-screen editor is a clunky experience. You need separate text boxes for above and below the image. Recently I have actually begun utilizing ActiveCampaign’s rich full-screen editor. They have some great 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 minimal formatting, which you can’t remove – How To Add Attachment To Active Campaign Email.

How To Add Attachment To Active Campaign Email

However, with some adjustments, I can make my email pretty basic. I can make it immediately use up the whole window, and I can modify the typography to be a little larger, and have a little bit more prominent. The most aggravating part of ActiveCampaign’s rich text editor is adding images. Picture you’ve just typed out a great e-mail. How To Add Attachment To Active Campaign Email.

You can’t just add an image to a block of text. Rather, you need to develop two blocks of text: one for prior to 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 remain consistent. That’s one thing to deal with when you want to include one image, however when you want to add a number of, it ends up being a big chore.

They even have a fundamental mage editor where you can crop the image – How To Add Attachment To Active Campaign Email. MailChimp’s editor is the very best I’ve seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can develop a genuinely plain email, supplied you make a fundamental template first.

How To Add Attachment To Active Campaign Email

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Add Attachment To Active Campaign Email). It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than make up for that possible time cost savings.

ConvertKit’s e-mail modifying experience is very plain, however easy to browse. Their design templates are limited, which is fine with me, however their email editing experience is a little simpler because you can develop inline images, and you can create an absolutely plain email, and even modify the underlying HTML. If you desire 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 suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change backward and forward between numerous emails, I would intuitively be inclined open the same automation in different tabs, then open the particular e-mails from each of those tabs.

How To Add Attachment To Active Campaign Email

In the Automations section, there’s a “Manage Messages” location. From here, you can see all of the messages in each of your automations. You can edit every one, or you can Command + Click to open each in a new tab to more quickly edit your whole sequence. How To Add Attachment To Active Campaign Email. 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 Attachment To Active Campaign Email. However choosing an email marketing platform resembles choosing a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has limited division alternatives.

You can combine attributes with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can only section by AND/OR, nevertheless MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my look for the ideal e-mail marketing platform, I saw many others, a few of which I have actually currently pointed out.

How To Add Attachment To Active Campaign Email

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

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Alert 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 goal’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 information Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Add Attachment To Active Campaign Email.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a type The contact makes a purchase A tag is added to the contact A custom field is upgraded with a particular worth From there, you can produce Conditions, to check whether the contact has a specific tag or custom field value.

How To Add Attachment To Active Campaign Email

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date happens A custom-made field is updated with a particular worth You don’t produce e-mails in ConvertKit’s Automations.

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

It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this method, I was on MailChimp.

How To Add Attachment To Active Campaign Email

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (How To Add Attachment To Active Campaign Email).” 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” e-mail to get the students prepared for next week’s course, and motivate them to share it with good 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 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 exact same e-mail to every person on my list. I want to send them the suitable email for their level of engagement – How To Add Attachment To Active Campaign Email. How To Add Attachment To Active Campaign Email. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already purchased the item I pitch in the webinar.

How To Add Attachment To Active Campaign Email

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they right away hit the “Goal” 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 Attachment To Active Campaign Email.

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, 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 more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to the people who really want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Add Attachment To Active Campaign Email

Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t recommend.

Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still wish 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 explaining why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they have actually already been gotten rid of from the automation using a different automation) – How To Add Attachment To Active Campaign Email.

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me understand that they don’t have tracking made it possible for. This type adds a tag that I use to filter those contacts out. How To Add Attachment To Active Campaign Email. I used to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a basic “do you still want my emails?” verification.