Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign AutomationAdding A Pdf File To An Active Campaign Automation

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form 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 developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Alert 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 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 Add and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – Adding A Pdf File To An Active Campaign Automation.

Contrast with ConvertKit‘s Automations, which are more limited. 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 custom field is upgraded with a particular value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom field value.

Adding A Pdf File To An Active Campaign Automation

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date takes place A custom-made field is upgraded with a certain value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I ‘d like to develop it. Numerous marketers construct very simple e-mail sequences for their “email courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, but 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 site. You have to register by Friday night, and a new course begins each Monday morning. When I initially attempted this method, I was on MailChimp.

Adding A Pdf File To An Active Campaign Automation

Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Adding A Pdf File To An Active Campaign Automation).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees all set for next week’s course, and encourage them to share it with friends.

The contact will begin 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 do not desire to send out the very same email to every individual on my list. I wish to send them the suitable email for their level of engagement – Adding A Pdf File To An Active Campaign Automation. Adding A Pdf File To An Active Campaign Automation. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the item I pitch in the webinar.

Adding A Pdf File To An Active Campaign Automation

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 hit the “Goal” toward 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. Adding A Pdf File To An Active Campaign Automation.

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 add tags based upon whether the contact registered, went to, missed, or based upon how long 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 emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Adding A Pdf File To An Active Campaign Automation

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to inform 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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not suggest.

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

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign AutomationAdding A Pdf File To An Active Campaign Automation

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This type adds a tag that I use to filter those contacts out. Adding A Pdf File To An Active Campaign Automation. I used to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send a simple “do you still desire my e-mails?” confirmation.

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign AutomationAdding A Pdf File To An Active Campaign Automation

To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact signs up for a list When a contact submits a form E-commerce and on-site choices (available 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 out an email Inform an employee Wait conditions If/then conditionals Split traffic for testing 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – Adding A Pdf File To An Active Campaign Automation.

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

Adding A Pdf File To An Active Campaign Automation

You can also produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date takes place A custom-made field is updated with a particular worth You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I ‘d like to build it. Lots of marketers develop extremely basic e-mail sequences for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.

It was simple to build 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 site. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.

Adding A Pdf File To An Active Campaign Automation

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email (Adding A Pdf File To An Active Campaign Automation).” 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 out a “pump up” e-mail to get the trainees all set for next week’s course, and motivate them to share it with good friends.

The contact will begin 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 impossible 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 every individual on my list. I desire to send them the suitable e-mail for their level of engagement – Adding A Pdf File To An Active Campaign Automation. Adding A Pdf File To An Active Campaign Automation. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the item I pitch in the webinar.

Adding A Pdf File To An Active Campaign Automation

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Objective” towards the end of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. Adding A Pdf File To An Active Campaign Automation.

This allows 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 signed up, went to, missed out on, 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 most likely that my e-mails 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 really desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Adding A Pdf File To An Active Campaign Automation

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, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not suggest.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail 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 already clicked on the confirmation link in the previous e-mail, they’ve currently been removed from the automation using a separate automation) – Adding A Pdf File To An Active Campaign Automation.

Adding A Pdf File To An Active Campaign Automation

Adding A Pdf File To An Active Campaign AutomationAdding A Pdf File To An Active Campaign Automation

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. Adding A Pdf File To An Active Campaign Automation. I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my emails?” confirmation.