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, start with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a certain 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 email Notify a staff member Wait conditions If/then conditionals Split traffic for testing Avoid 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 existing 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 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 restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom field value.

Adding A Pdf File To An Active Campaign Automation

You can likewise create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact purchases A date occurs A custom field is upgraded with a specific value You don’t create 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 e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I wish to build it. Many marketers construct very easy e-mail sequences for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was easy to build with ActiveCampaign, however 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 need to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.

Adding A Pdf File To An Active Campaign Automation

Here’s the automation I utilize to welcome new trainees to my Style Pitfalls course. There’s a couple of 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 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” email to get the students 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 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 desire to send the exact same e-mail to every person on my list. I want to send them the appropriate 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 verifies that they have not currently bought the item I pitch in the webinar.

Adding A Pdf File To An Active Campaign Automation

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 instantly hit the “Goal” toward the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Adding A Pdf File To An Active Campaign Automation.

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, attended, missed out on, or based upon for how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Adding A Pdf File To An Active Campaign Automation

Here’s an automation I got 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, 1 month, 60 days, etc Each time they open an email, a separate automation removes 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 wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not recommend.

Some customers do not have actually tracking switched on, so their opens aren’t tape-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 discussing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they have actually currently been eliminated 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 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 adds a tag that I utilize to filter those contacts out. Adding A Pdf File To An Active Campaign Automation. 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 dependably! I only send out a basic “do you still want my e-mails?” verification.