How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid to the objective’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 Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – How To Add An Attached Document In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a kind The contact purchases A tag is added to the contact A custom-made field is upgraded with a specific value From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field value.

How To Add An Attached Document In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Objectives, however 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 upgraded with a specific worth You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I want to develop it. Many marketers construct very simple email series for their “e-mail courses.” A contact signs up, and then that contact right away starts getting lessons.

It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t 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 starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.

How To Add An Attached Document In 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 out all contacts a “welcome email (How To Add An Attached Document 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 a “pump up” e-mail to get the trainees all set for next week’s course, and motivate 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 enrollment 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 impossible 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 person on my list. I wish to send them the appropriate email for their level of engagement – How To Add An Attached Document In Active Campaign. How To Add An Attached Document In 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 Add An Attached Document In Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away struck the “Objective” towards the end of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. How To Add An Attached Document 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 include tags based upon whether the contact signed up, attended, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t 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 lead scoring built in.

How To Add An Attached Document In Active Campaign

Here’s an automation I received 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 adds 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 separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.

This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to erase non-active subscribers, which I don’t advise.

Some subscribers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send one email asking if they still want 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 e-mail, they have actually currently been eliminated from the automation using a separate automation) – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. How To Add An Attached Document In Active Campaign. I utilized to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send a simple “do you still desire my emails?” confirmation.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip 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 information Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – How To Add An Attached Document In Active Campaign.

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

How To Add An Attached Document In Active Campaign

You can also 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 makes a purchase A date happens A custom-made field is updated with a particular worth You do not produce emails in ConvertKit’s Automations.

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

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.

How To Add An Attached Document 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 all contacts a “welcome email (How To Add An Attached Document 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 ready for next week’s course, and motivate them to share it with buddies.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t want to send the very same email to every person on my list. I wish to send them the suitable email for their level of engagement – How To Add An Attached Document In Active Campaign. How To Add An Attached Document In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already bought the item I pitch in the webinar.

How To Add An Attached Document In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. How To Add An Attached Document In Active Campaign.

This allows me to customize 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, 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 money, and it makes it 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 e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring built in.

How To Add An Attached Document In Active Campaign

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform 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, one month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes 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 solution. But, since you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not advise.

Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they’ve already been eliminated from the automation utilizing a different automation) – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In 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 know 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 Add An Attached Document In Active Campaign. I utilized to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” confirmation.