How To Attach A Pdf In Active Campaign

How To Attach A Pdf In Active Campaign

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

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off 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 options (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Avoid 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 present 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 Audience management are all “Pro” functions – How To Attach A Pdf In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a certain value From there, you can create Conditions, to examine whether the contact has a particular tag or customized field worth.

How To Attach A Pdf In Active Campaign

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date occurs A custom-made field is updated with a particular 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 way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to develop it. Many marketers develop very basic e-mail sequences for their “e-mail courses.” A contact register, and then that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, but 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 need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this method, I was on MailChimp.

How To Attach A Pdf In Active Campaign

Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail (How To Attach A Pdf In Active Campaign).” The automation validates 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 ready 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 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 do not wish to send out the exact same e-mail to everyone on my list. I desire to send them the suitable e-mail 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 already purchased the item I pitch in the webinar.

How To Attach A Pdf In Active Campaign

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 right away struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Attach A 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 signed up, participated in, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, 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 emails to get to the individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.

How To Attach A Pdf In 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 e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and begins 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 service. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t advise.

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

How To Attach A Pdf In Active Campaign

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

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. How To Attach A Pdf In Active Campaign. I used to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still want my emails?” verification.

How To Attach A Pdf In Active Campaign

How To Attach A Pdf In Active Campaign

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

To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods 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 choices (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 offered in ActiveCampaign’s automations are: Send out an email Alert a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’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 remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – How To Attach A Pdf In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a form The contact buys A tag is contributed to the contact A customized field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a certain tag or custom field worth.

How To Attach A Pdf In Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or removed The contact makes a purchase A date takes place A customized field is updated with a certain value 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 way I build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I ‘d like to develop it. Lots of marketers develop very easy email sequences for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I first tried this method, I was on MailChimp.

How To Attach A Pdf In Active Campaign

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Attach A Pdf In Active Campaign).” 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 students prepared for next week’s course, and encourage them to share it with pals.

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 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 wish to send out the same e-mail to every person on my list. I wish to send them the suitable e-mail 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 utilize to promote an evergreen webinar: First it validates that they have not currently bought the product I pitch in the webinar.

How To Attach A Pdf In Active Campaign

Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they right away hit the “Goal” 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 Attach A 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 signed up, participated in, missed, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who really 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 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 new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not advise.

Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they have actually currently been eliminated from the automation using a different automation) – How To Attach A Pdf In Active Campaign.

How To Attach A Pdf In Active Campaign

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

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. How To Attach A Pdf In 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 out a basic “do you still want my emails?” confirmation.