Active Campaign With Pdf Attachment

Active Campaign With Pdf Attachment

Active Campaign With Pdf AttachmentActive Campaign With Pdf Attachment

To start constructing 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 kind E-commerce and on-site options (available in the “Pro” strategy) 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 available in ActiveCampaign’s automations are: Send 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 goal’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 Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign With Pdf Attachment.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a type The contact buys A tag is contributed to the contact A customized field is updated with a certain worth From there, you can create Conditions, to examine whether the contact has a particular tag or customized field value.

Active Campaign With Pdf Attachment

You can likewise produce 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 buys A date takes place A customized field is upgraded with a certain 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 build my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I wish to construct it. Lots of online marketers construct extremely easy email series for their “e-mail courses.” A contact register, and after that that contact right away 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 manually 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 tried this approach, I was on MailChimp.

Active Campaign With Pdf Attachment

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 out all contacts a “welcome email (Active Campaign With Pdf Attachment).” 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 students all set for next week’s course, and motivate them to share it with 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 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 the very same email to every person on my list. I want to send them the appropriate e-mail for their level of engagement – Active Campaign With Pdf Attachment. Active Campaign With Pdf Attachment. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently bought the item I pitch in the webinar.

Active Campaign With Pdf Attachment

Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they right away struck the “Objective” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign With Pdf Attachment.

This allows me to personalize 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, went to, missed out on, or based upon the length of time 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 emails 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 truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Active Campaign With Pdf Attachment

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 brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over once 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 option. But, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t recommend.

Some customers do not have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail 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 already been gotten rid of from the automation using a separate automation) – Active Campaign With Pdf Attachment.

Active Campaign With Pdf Attachment

Active Campaign With Pdf AttachmentActive Campaign With Pdf Attachment

The automation then unsubscribes them. My e-mails 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 allowed. This type includes a tag that I use to filter those contacts out. Active Campaign With Pdf Attachment. I used to include this tag when they clicked a link, however 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 emails?” confirmation.