How To Link A File To Active Campaign

To start 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 added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 existing 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 site messages, and Facebook Custom-made Audience management are all “Pro” features – How To Link A File To Active Campaign.

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

How To Link A File To Active Campaign

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or removed The contact buys A date takes place A custom field is updated with a specific value You do not develop e-mails in ConvertKit’s Automations.

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

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

How To Link A File To Active Campaign

Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail (How To Link A File To Active Campaign).” The automation confirms 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” e-mail to get the trainees prepared for next week’s course, and encourage 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the very same e-mail to every person on my list. I wish to send them the appropriate email for their level of engagement – How To Link A File To Active Campaign. How To Link A File To Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the item I pitch in the webinar.

How To Link A File To Active Campaign

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. How To Link A File To Active Campaign.

This enables 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 signed up, participated in, missed out on, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

How To Link A File To Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use 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 brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I do not advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one email 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 email (if they currently clicked the verification link in the previous email, they’ve currently been removed from the automation using a separate automation) – How To Link A File To Active Campaign.

How To Link A File To 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 don’t have tracking made it possible for. This kind includes a tag that I utilize to filter those contacts out. How To Link A File To Active Campaign. I utilized 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 dependably! I just send a simple “do you still want my emails?” verification.

How To Link A File To 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 browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my preferred function. It conserves me a lots of time and effort, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a similar function.

Let’s say you have the given name of just a few of your contacts, which is the case with my list. I normally don’t need a first name to register to my list, but sometimes I get a given name, such as when somebody purchases a product. Wouldn’t it be nice 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 added by other systems, such as a dash, or “Visitor.” If they have a given name, I state “Hey,” and after that their very first name. If they do not, I simply state “Hey there,” (How To Link A File To Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly change my greeting according to whether or not I have the contact’s given name.

How To Link A File To Active Campaign

I developed a variable that’s simply %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 great deal of time is by allowing me use the same automation over and over 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 lot of various variables here, such as the date and time of the webinar, the price of the product, offer terms, coupon code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or deal 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 takes place to have the best email editing experience. I actually like to send out easy emails.

How To Link A File To Active Campaign

I have actually found that very hard to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a basic template I developed. The user interface for the HTML editor looks like it was pulled from some complimentary open-source task. How To Link A File To Active Campaign.

Nevertheless, including images is a little a task. You need to pick them from a file browser. There’s no drag and drop option. ActiveCampaign’s HTML email editor requires that you make up totally 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. Lately I have actually started utilizing ActiveCampaign’s abundant full-screen editor. They have some nice 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 get rid of – How To Link A File To Active Campaign.

How To Link A File To Active Campaign

However, with some changes, I can make my e-mail pretty fundamental. I can make it automatically use up the entire window, and I can tweak the typography to be somewhat bigger, and have a little more leading. The most aggravating part of ActiveCampaign’s rich full-screen editor is adding images. Picture you’ve just typed out a terrific email. How To Link A File To Active Campaign.

You can’t merely add an image to a block of text. Instead, you have to create 2 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 have to watch on those to stay constant. That’s something to handle when you desire to include one image, however when you wish to add numerous, it becomes a big task.

They even have a basic mage editor where you can crop the image – How To Link A File To 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 create a genuinely plain e-mail, supplied you make a basic design template initially.

How To Link A File To Active Campaign

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

ConvertKit’s email editing experience is extremely plain, however simple to navigate. Their design templates are limited, which is great with me, however their e-mail editing experience is slightly much easier because you can create inline images, and you can create a totally 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 an e-mail, 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 handicapped Command + Click from the automation editor. If I wished to switch back and forth in between various emails, I would intuitively be inclined open the very same automation in various tabs, then open the respective emails from each of those tabs.

How To Link A File To 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 each one, or you can Command + Click to open each in a new tab to more quickly edit your whole series. How To Link A File To Active Campaign. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign – How To Link A File To Active Campaign. But choosing an email marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation options.

You can integrate characteristics with an AND/OR operator, and you can mix 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 allows 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 already mentioned.

How To Link A File To Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much simpler to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions options aren’t as sophisticated either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently know that I changed from MailChimp to ActiveCampaign.

How To Link A File To Active Campaign

You can also see whether the conclusion rate has 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 objective. ActiveCampaign’s Message Variables is my preferred function. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable feature.

Let’s say you have the first name of only a few of your contacts, which is the case with my list. I typically do not require a given name to register to my list, however often I get a first name, such as when somebody purchases an item. Would not it be great to welcome 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 “Visitor.” If they have a very first name, I say “Hey,” and after that their given name. If they don’t, I simply state “Hey there,” (How To Link A File To Active Campaign). By building a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether or not I have the contact’s first name.

How To Link A File To Active Campaign

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

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, deal 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 offer changes.

And here it is 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 takes place to have the finest email modifying experience. I truly like to send simple e-mails.

How To Link A File To Active Campaign

I have actually found that very tough to do with ActiveCampaign. For awhile, I was editing e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a fundamental template I produced. The interface for the HTML editor appears like it was pulled from some totally free open-source project. How To Link A File To Active Campaign.

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

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You need different text boxes for above and listed below the image. Recently I have actually begun utilizing ActiveCampaign’s rich full-screen editor. They have some nice templates, however I still want to send the simplest e-mail possible. They do have some plain-looking e-mails, however they have some degree of minimal format, which you can’t remove – How To Link A File To Active Campaign.

How To Link A File To Active Campaign

But, with some modifications, I can make my email quite standard. I can make it immediately take up the entire window, and I can tweak the typography to be slightly larger, and have a bit more prominent. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Imagine you have actually just typed out a terrific email. How To Link A File To Active Campaign.

You can’t simply include an image to a block of text. Instead, you need to develop 2 blocks of text: one for before the image, and one for after the image. If you’ve made any formatting modifications, you’ll need to keep an eye on those to stay constant. That’s one thing to handle when you want to include one image, but when you wish 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 Link A File To Active Campaign. MailChimp’s editor is the finest I have actually seen in all of the e-mail marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a genuinely plain e-mail, offered you make a basic design template initially.

How To Link A File To Active Campaign

MailChimp’s built-in image editor is very effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Link A File To Active Campaign). It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than make up for that prospective time cost savings.

ConvertKit’s e-mail modifying experience is very plain, but easy to navigate. Their design templates are limited, which is great with me, however their e-mail editing experience is somewhat much easier because you can create inline images, and you can create an absolutely plain email, and even modify the underlying HTML. If you desire to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

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 meant to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to change back and forth in between numerous emails, I would intuitively be inclined open the very same automation in various tabs, then open the particular e-mails from each of those tabs.

How To Link A File To 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 modify every one, or you can Command + Click to open each in a brand-new tab to more quickly modify your whole sequence. How To Link A File To 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 Link A File To Active Campaign. But choosing an e-mail marketing platform is like selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

You can integrate qualities 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 sector by AND/OR, nevertheless MailChimp’s Pro strategy allows more advanced segmenting, for an additional $199 a month. In my look for the ideal e-mail marketing platform, I saw many others, some of which I’ve already discussed.

How To Link A File To Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are much easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their segmentations options aren’t as sophisticated either. They also do not have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.

How To Link A File To Active Campaign

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a certain point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid 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 remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Link A File To Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom-made field is updated with a specific worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom field value.

How To Link A File To Active Campaign

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 field is updated with a specific worth You do not produce e-mails in ConvertKit’s Automations.

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

It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.

How To Link A File To Active Campaign

Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Link A File To Active Campaign).” The automation verifies 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 students ready for next week’s course, and motivate 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 registration for next week’s class. They’ll get the pump up email 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 the very same e-mail to every individual on my list. I wish to send them the appropriate email for their level of engagement – How To Link A File To Active Campaign. How To Link A File To Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.

How To Link A File To 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 immediately struck the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. How To Link A File To 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 add tags based upon whether the contact registered, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has lead scoring developed in.

How To Link A File To Active Campaign

Here’s an automation I received 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 adds a “0 days” tag. As time passes, it includes 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 begins this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t recommend.

Some subscribers don’t have tracking turned 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 one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation using a separate automation) – How To Link A File To Active Campaign.

How To Link A File To Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. How To Link A File To Active Campaign. I used to add this tag when they clicked a link, but when people 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.