How To Attach A Pdf In Active Campaign

You can also see whether the completion rate has actually increased or reduced, 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 objective. ActiveCampaign’s Message Variables is my preferred feature. It saves me a lot of time and effort, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has a comparable 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 given name to sign up to my list, but in some cases I get a very first name, such as when somebody buys an item. Would not it be great to greet your contacts by name, in the events 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 “Guest.” If they have a first name, I state “Hey,” and after that their very first name. If they do not, I simply state “Hey there,” (How To Attach A Pdf In Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly alter my welcoming according to whether or not I have the contact’s given name.

How To Attach A Pdf In Active Campaign

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

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 rate of the product, deal 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 changes.

And here it remains in an e-mail. This message variable enables me to easily change out a countdown timer. I did point out earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp occurs to have the very best email modifying experience. I really like to send basic e-mails.

How To Attach A Pdf In Active Campaign

I’ve found that very tough to do with ActiveCampaign. For some time, 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 standard template I created. The interface for the HTML editor appears like it was pulled from some free open-source task. How To Attach A Pdf In Active Campaign.

However, including images is a little a task. You have to choose them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up entirely in HTML. The option to this, if you want to have control over the HTML, is to modify pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich text editor is a clunky experience. You need different text boxes for above and listed below the image. Recently I have actually started utilizing ActiveCampaign’s rich text editor. They have some great templates, but I still wish to send the plainest e-mail 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 Attach A Pdf In Active Campaign.

How To Attach A Pdf In Active Campaign

However, with some adjustments, I can make my e-mail pretty basic. I can make it immediately take up the entire window, and I can fine-tune the typography to be slightly larger, and have a bit more leading. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Imagine you’ve simply typed out an excellent email. How To Attach A Pdf In Active Campaign.

You can’t just add an image to a block of text. Rather, you have to develop two blocks of text: one for prior to the image, and one for after the image. If you have actually made any format modifications, you’ll need to keep an eye on those to stay constant. That’s something to handle when you desire to add one image, but when you want to include several, it ends up being a huge chore.

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

How To Attach A Pdf In Active Campaign

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (How To Attach A Pdf In Active Campaign). It would conserve me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can develop on ActiveCampaign more than make up for that possible time savings.

ConvertKit’s email editing experience is very plain, however easy to browse. Their design templates are restricted, which is fine with me, but their email editing experience is somewhat much easier because you can produce inline images, and you can develop a totally plain e-mail, and even modify the underlying HTML. If you wish to make some quick 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 email. Note 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 wished to change backward and forward between various emails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the particular e-mails from each of those tabs.

How To Attach A Pdf In Active Campaign

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 easily edit your whole series. How To Attach A Pdf In Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign – How To Attach A Pdf In Active Campaign. But picking an email marketing platform is like choosing a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation choices.

You can combine characteristics with an AND/OR operator, and you can mix and match those groups of qualities with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro strategy permits more sophisticated segmenting, for an extra $199 a month. In my search for the perfect email marketing platform, I saw many others, some of which I have actually currently discussed.

How To Attach A Pdf In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives 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 Attach A Pdf In Active Campaign

To begin building 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 added When a contact subscribes to a list When a contact submits a form E-commerce and on-site alternatives (offered 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 an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Attach A Pdf In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate 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 particular value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field worth.

How To Attach A Pdf In Active Campaign

You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date happens A custom-made field is upgraded with a certain worth You do not create e-mails 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 e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I wish to develop it. Lots of online marketers construct very easy e-mail series for their “email courses.” A contact register, and then 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 technique. My email course is manually synced with this countdown timer on my site. You have to sign up 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 Pdf In Active Campaign

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 email (How To Attach A Pdf In Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with good friends.

The contact will start 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 want to send out the same e-mail to every individual on my list. I desire to send them the appropriate email for their level of engagement – How To Attach A Pdf In Active Campaign. How To Attach A Pdf In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently purchased the product I pitch in the webinar.

How To Attach A Pdf In Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they register, they right away hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Attach A Pdf In 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 integration panel: I can add tags based upon whether the contact registered, attended, 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 promos tab. People who don’t open my e-mails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Attach A Pdf In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. 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 different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to delete inactive customers, which I don’t advise.

Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they’ve currently been removed from the automation using a separate automation) – How To Attach A Pdf In Active Campaign.

How To Attach A Pdf In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking allowed. This kind adds a tag that I use to filter those contacts out. How To Attach A Pdf In Active Campaign. I used to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my emails?” confirmation.