How To Attach A Document On Active Campaign

You can likewise see whether the conclusion rate has actually increased or decreased, how long it takes for contacts to reach that objective, and you can browse all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred function. It conserves me a ton of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” snippets”) has a similar feature.

Let’s say you have the given name of only a few of your contacts, which holds true with my list. I normally do not need a given name to sign up to my list, but often I get a given name, such as when somebody purchases an item. Wouldn’t it be good to greet your contacts by name, in the events when you have it? You can do this, but it’s cumbersome.

I’m also filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a very first name, I state “Hey,” and after that their given name. If they don’t, I simply say “Hey there,” (How To Attach A Document On Active Campaign). By constructing a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether or not I have the contact’s given name.

How To Attach A Document On Active Campaign

I created a variable that’s just %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 conserve me a great deal of time is by allowing me utilize the very same automation over and over once again for my webinars, and I can quickly alter out all of the information.

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 price of the item, offer terms, coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule modifications or deal modifications.

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

How To Attach A Document On Active Campaign

I have actually found that very hard to do with ActiveCampaign. For some time, I was editing emails in ActiveCampaign’s hybrid editor, which is rather clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard design template I developed. The user interface for the HTML editor looks like it was pulled from some complimentary open-source project. How To Attach A Document On Active Campaign.

However, including images is a little a chore. You need to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML e-mail editor requires that you make up totally in HTML. The alternative to this, if you want to have control over the HTML, is to modify pure HTML, with a preview on the side.

Including images to ActiveCampaign’s rich text editor is a cumbersome experience. You require separate text boxes for above and listed below the image. Recently I have started using ActiveCampaign’s rich text editor. They have some nice design templates, however I still wish to send the simplest email possible. They do have some plain-looking e-mails, but they have some degree of minimal formatting, which you can’t remove – How To Attach A Document On Active Campaign.

How To Attach A Document On Active Campaign

But, with some adjustments, I can make my email pretty standard. I can make it instantly 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. Envision you’ve simply typed out a fantastic email. How To Attach A Document On Active Campaign.

You can’t merely 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 formatting modifications, you’ll have to watch on those to remain constant. That’s something to deal with when you desire to include one image, however when you desire to add numerous, it becomes a huge task.

They even have a standard mage editor where you can crop the image – How To Attach A Document On Active Campaign. MailChimp’s editor is the very best I have actually seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can produce a genuinely plain email, supplied you make a fundamental design template initially.

How To Attach A Document On Active Campaign

MailChimp’s built-in image editor is exceptionally powerful. You can resize, crop, and include custom text to your images. I miss MailChimp’s email-editing experience (How To Attach A Document On Active Campaign). It would save me a little time to have that very same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that possible time cost savings.

ConvertKit’s email editing experience is really plain, however easy to browse. Their templates are limited, which is fine with me, but their e-mail modifying experience is slightly easier in that you can produce inline images, and you can produce a completely plain e-mail, 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 on an email, 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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch backward and forward between numerous emails, I would intuitively be inclined open the very same automation in different tabs, then open the respective e-mails from each of those tabs.

How To Attach A Document On 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 edit every one, or you can Command + Click to open each in a brand-new tab to more easily edit your entire series. How To Attach A Document On Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign – How To Attach A Document On Active Campaign. But picking an e-mail marketing platform resembles picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced segmentation. Mentioning segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has restricted division options.

You can integrate characteristics 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 sector by AND/OR, nevertheless MailChimp’s Pro strategy permits more sophisticated segmenting, for an additional $199 a month. In my look for the best e-mail marketing platform, I saw lots of others, some of which I’ve currently mentioned.

How To Attach A Document On Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations choices aren’t as advanced either. They also do not have objective tracking, or Message Variables. MailChimp. You already know that I switched from MailChimp to ActiveCampaign.

How To Attach A Document On Active Campaign

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact subscribes to 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 start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email 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 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 details Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Attach A Document On Active Campaign.

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

How To Attach A Document On Active Campaign

You can also produce Events, 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 purchases A date occurs A customized field is upgraded with a specific worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to develop it. Lots of marketers construct very easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact instantly begins getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t 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 new course begins each Monday morning. When I initially attempted this methodology, I was on MailChimp.

How To Attach A Document On Active Campaign

Here’s the automation I use to invite 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 Attach A Document On 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 prepared for next week’s course, and encourage them to share it with buddies.

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 don’t wish to send out the very same e-mail to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – How To Attach A Document On Active Campaign. How To Attach A Document On Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently bought the product I pitch in the webinar.

How To Attach A Document On Active Campaign

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, 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 Attach A Document On Active Campaign.

This allows me to personalize 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 signed up, went to, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more 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 emails to get to the individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Attach A Document On 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins 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 service. But, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not advise.

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

How To Attach A Document On Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their email address to let me know that they do not have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. How To Attach A Document On Active Campaign. I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my e-mails?” verification.