How To Attach A Pdf In Active Campaign

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

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a group 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Include a note Lead scoring, SMS and site 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 limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a specific worth From there, you can create Conditions, to check whether the contact has a particular tag or custom-made field worth.

How To Attach A Pdf In Active Campaign

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, 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 field is upgraded with a particular worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to develop it. Many online marketers build really simple e-mail series for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. 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 first tried this method, I was on MailChimp.

How To Attach A Pdf In Active Campaign

Here’s the automation I use to welcome brand-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 (How To Attach A Pdf In Active Campaign).” The automation verifies 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 encourage them to share it with pals.

The contact will begin getting lessons the following Monday early 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 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 very same email 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 utilize to promote an evergreen webinar: First it validates that they haven’t currently bought the item I pitch in the webinar.

How To Attach A Pdf In Active Campaign

Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they do not 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 add tags based upon whether the contact registered, participated in, missed out on, or based upon 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 e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to individuals who actually want 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 use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes 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 want ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not suggest.

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

How To Attach A Pdf In Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking allowed. This form adds 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 people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my emails?” confirmation.

How To Attach A Pdf In 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, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a form E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’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 details Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – 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 submits a type The contact purchases A tag is contributed to the contact A customized field is upgraded with a certain worth From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field value.

How To Attach A Pdf In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact purchases A date happens A custom-made field is upgraded with a specific value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I want to develop it. Lots of marketers develop really easy e-mail series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, but difficult 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 have to sign up by Friday night, and a brand-new course starts each Monday early morning. When I first tried this methodology, I was on MailChimp.

How To Attach A Pdf In Active Campaign

Here’s the automation I utilize to invite brand-new students 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 verifies 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 students prepared for next week’s course, and motivate them to share it with pals.

The contact will start 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 e-mail 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 do not desire to send out the very same e-mail to every individual on my list. I wish to send them the proper email 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 validates that they haven’t currently bought the product I pitch in the webinar.

How To Attach A Pdf In Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they right away hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Attach A Pdf 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 add tags based upon whether the contact registered, attended, missed, or based upon for how long they stayed 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 promos tab. People who don’t open my e-mails make it harder for other emails to get to the people who actually want 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 got from ActiveCampaign’s library of automations, which I utilize 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 new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate 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 wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t advise.

Some customers do not have tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still want 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 the confirmation link in the previous e-mail, they’ve currently been removed from the automation utilizing a separate automation) – How To Attach A Pdf In Active Campaign.

How To Attach A Pdf In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me understand that they don’t have tracking made it possible for. This form adds a tag that I use 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, but when people do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still want my emails?” verification.

How To Attach A Pdf In Active Campaign

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 sends a kind E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip 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 details Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made 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 set off an automation when: The contact sends a kind The contact buys A tag is added to the contact A customized field is updated with a certain worth From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field worth.

How To Attach A Pdf In Active Campaign

You can likewise develop Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date takes place A customized field is updated with a particular worth You don’t create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I wish to construct it. Lots of online marketers build really basic e-mail sequences 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 don’t do that approach. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.

How To Attach A Pdf In Active Campaign

Here’s the automation I utilize to invite new students to my Design 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 confirms 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 friends.

The contact will begin getting lessons the following Monday early 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 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 want to send out the same e-mail to everyone on my list. I want to send them the proper email 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 validates that they haven’t already 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 thinking about the webinar, and to encourage them to register. If they sign up, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. How To Attach A Pdf 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 the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan 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 use to inform 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t recommend.

Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: 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 e-mail (if they currently clicked the confirmation link in the previous e-mail, they have actually already been eliminated from the automation utilizing a different automation) – How To Attach A Pdf In Active Campaign.

How To Attach A Pdf In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail address to let me understand 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 utilized to include this tag when they clicked a link, however when people 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

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact signs up 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 specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify an employee 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 place 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 eliminate tags Add a note Lead scoring, SMS and website 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 limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact buys A tag is included to the contact A custom field is upgraded with a specific worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field value.

How To Attach A Pdf In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date takes place A custom field is updated with a particular worth You don’t 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 construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I wish to build it. Numerous marketers construct extremely basic email sequences for their “email courses.” A contact signs up, and after that that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

How To Attach A Pdf In Active Campaign

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 (How To Attach A Pdf In Active Campaign).” The automation confirms 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 students prepared 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 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 don’t desire to send out the very same email to every individual on my list. I desire to send them the appropriate 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 validates that they have not already bought the item I pitch in the webinar.

How To Attach A Pdf In Active Campaign

Then it sends 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 hit the “Objective” towards completion 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 combination panel: I can include tags based upon whether the contact registered, went to, missed out on, 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 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 emails to get to individuals who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed in.

How To Attach A Pdf In 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 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 email, a different automation removes them from this automation, removes all of those tags, and starts this automation over again.

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

Some customers don’t 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 sequence: I send out one email 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 email, they have actually already been removed from the automation using a different automation) – How To Attach A Pdf In Active Campaign.

How To Attach A Pdf In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. How To Attach A Pdf In Active Campaign. I used to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my e-mails?” verification.