How To Attach Pdf In Active Campaign

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach 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 search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred feature. It saves me a load of effort and time, and neither MailChimp nor ConvertKit (update: 9/2020 ConvertKit now has ” bits”) has an equivalent feature.

Let’s state you have the given name of only a few of your contacts, which is the case with my list. I typically don’t require a given name to register to my list, however often I get a given name, such as when somebody 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 also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a given name, I state “Hey,” and after that their given name. If they don’t, I simply state “Hey there,” (How To Attach Pdf In Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether I have the contact’s given name.

How To Attach Pdf In Active Campaign

I produced a variable that’s merely %greeting-hey%. If I have the contact’s name, it appears in the e-mail. If I do not 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 same automation over and over once again for my webinars, and I can rapidly change out all of the information.

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

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

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

How To Attach Pdf In Active Campaign

I have actually discovered that extremely hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is quite clunky. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a basic template I produced. The interface for the HTML editor looks like it was pulled from some totally free open-source job. How To Attach Pdf In Active Campaign.

However, adding images is a little a chore. You have to select them from a file web browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you compose completely in HTML. The option to this, if you wish 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 different text boxes for above and listed below the image. Lately I have begun utilizing ActiveCampaign’s rich full-screen editor. They have some nice templates, but I still want to send out the simplest e-mail possible. They do have some plain-looking emails, but they have some degree of very little format, which you can’t eliminate – How To Attach Pdf In Active Campaign.

How To Attach Pdf In Active Campaign

However, with some modifications, I can make my email pretty standard. I can make it instantly use up the entire window, and I can fine-tune the typography to be a little larger, and have a bit more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is adding images. Picture you have actually just typed out an excellent email. How To Attach Pdf In Active Campaign.

You can’t just include an image to a block of text. Instead, 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 have to keep an eye on those to stay constant. That’s something to deal with when you want to include one image, but when you desire to add several, it ends up being a big task.

They even have a standard mage editor where you can crop the image – How To Attach Pdf In Active Campaign. 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 produce a truly plain email, provided you make a fundamental template first.

How To Attach Pdf In Active Campaign

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience (How To Attach Pdf In Active Campaign). It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than offset that possible time cost savings.

ConvertKit’s e-mail editing experience is really plain, however simple to navigate. Their design templates are restricted, which is fine with me, however their email editing experience is a little simpler in that you can produce inline images, and you can produce a completely plain email, 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 troublesome.

I’ll click an e-mail, 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 implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to change back and forth between numerous e-mails, I would intuitively be inclined open the same automation in numerous tabs, then open the particular e-mails from each of those tabs.

How To Attach 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 modify every one, or you can Command + Click to open each in a new tab to more easily modify your entire sequence. How To Attach Pdf 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 editing experience on ActiveCampaign – How To Attach Pdf In Active Campaign. But choosing an e-mail marketing platform resembles choosing a partner. ActiveCampaign makes up for 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 limited segmentation options.

You can combine characteristics 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 sector by AND/OR, however MailChimp’s Pro plan permits more advanced segmenting, for an additional $199 a month. In my search for the perfect email marketing platform, I saw numerous others, a few of which I’ve already discussed.

How To Attach Pdf In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much simpler to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

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

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – How To Attach Pdf In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a type The contact makes a purchase A tag is included to the contact A custom field is upgraded with a certain worth From there, you can develop Conditions, to inspect whether the contact has a particular tag or customized field worth.

How To Attach Pdf In Active Campaign

You can also develop 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 makes a purchase A date happens A custom field is updated with a certain value You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to build it. Lots of marketers build extremely easy email sequences for their “email courses.” A contact register, and then that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday morning. When I initially tried this methodology, I was on MailChimp.

How To Attach Pdf In Active Campaign

Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (How To Attach 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 encourage 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 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 want to send out the exact same email to every person on my list. I want to send them the proper e-mail for their level of engagement – How To Attach Pdf In Active Campaign. How To Attach Pdf In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.

How To Attach Pdf In Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately struck the “Objective” towards the end of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Attach Pdf In Active Campaign.

This enables me to tailor 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 registered, attended, missed, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my e-mails 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 individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

How To Attach Pdf In Active Campaign

Here’s an automation I got 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 includes 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 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 option. But, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not suggest.

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

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach Pdf In 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 understand that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. How To Attach Pdf In Active Campaign. I utilized to add this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my e-mails?” confirmation.