How To Insert Pdf Into Active Campaign

How To Insert Pdf Into Active Campaign

How To Insert Pdf Into Active CampaignHow To Insert Pdf Into Active Campaign

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site options (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 an e-mail Alert 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 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 remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Insert Pdf Into Active Campaign.

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

How To Insert Pdf Into Active Campaign

You can likewise develop 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 buys A date happens A custom-made field is upgraded with a particular value You don’t create e-mails 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 easy for me to build my e-mail course exactly how I wish to build it. Numerous online marketers construct very easy email sequences for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, but 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 have to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

How To Insert Pdf Into Active Campaign

Here’s the automation I use to welcome 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 Insert Pdf Into 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 ready for next week’s course, and encourage them to share it with good friends.

The contact will begin 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 email the following Friday 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 the exact same e-mail to every person on my list. I desire to send them the suitable e-mail for their level of engagement – How To Insert Pdf Into Active Campaign. How To Insert Pdf Into Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently bought the item I pitch in the webinar.

How To Insert Pdf Into Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away hit the “Goal” toward the end 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 Insert Pdf Into 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 add tags based upon whether the contact signed up, participated in, 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 more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.

How To Insert Pdf Into 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 e-mails. 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 starts this automation over once again.

This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, in some cases you need to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not recommend.

Some subscribers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation utilizing a separate automation) – How To Insert Pdf Into Active Campaign.

How To Insert Pdf Into Active Campaign

How To Insert Pdf Into Active CampaignHow To Insert Pdf Into Active Campaign

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. How To Insert Pdf Into Active Campaign. I utilized to add 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 desire my emails?” confirmation.