How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – How To Add An Attached Document In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a form The contact buys A tag is added to the contact A customized field is updated with a certain worth From there, you can create Conditions, to inspect whether the contact has a specific tag or custom field value.

How To Add An Attached Document In Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact purchases A date happens A custom field is updated with a specific value You do not develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I wish to construct it. Numerous online marketers develop extremely easy e-mail series for their “email courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.

How To Add An Attached Document In Active Campaign

Here’s the automation I use to invite new students 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 Add An Attached Document In Active Campaign).” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the trainees ready 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 enrollment 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send the same e-mail to every individual on my list. I desire to send them the suitable email for their level of engagement – How To Add An Attached Document In Active Campaign. How To Add An Attached Document In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not currently purchased the item I pitch in the webinar.

How To Add An Attached Document In Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they register, they instantly 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 Add An Attached Document In Active Campaign.

This enables 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 signed up, participated in, missed, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

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

How To Add An Attached Document 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 emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I don’t recommend.

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

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me know that they do not have tracking made it possible for. This type adds a tag that I utilize to filter those contacts out. How To Add An Attached Document 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 basic “do you still want my e-mails?” verification.