Attach Pdf To Active Campaign Email

Attach Pdf To Active Campaign Email

Attach Pdf To Active Campaign EmailAttach Pdf To Active Campaign Email

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a form E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can start building 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 Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location 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 Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – Attach Pdf To Active Campaign Email.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can produce Conditions, to check whether the contact has a specific tag or customized field worth.

Attach Pdf To Active Campaign Email

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or removed The contact buys A date happens A customized field is updated with a certain worth You do not create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course exactly how I wish to develop it. Lots of marketers build extremely basic email sequences for their “e-mail courses.” A contact signs up, and then that contact immediately begins getting lessons.

It was easy to build 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 starts each Monday morning. When I initially tried this approach, I was on MailChimp.

Attach Pdf To Active Campaign Email

Here’s the automation I utilize to invite 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 (Attach Pdf To Active Campaign Email).” 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 out a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with buddies.

The contact will start getting lessons the following Monday early 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 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 do not want to send out the same e-mail to every individual on my list. I wish to send them the proper email for their level of engagement – Attach Pdf To Active Campaign Email. Attach Pdf To Active Campaign Email. Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already bought the item I pitch in the webinar.

Attach Pdf To Active Campaign Email

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get added to an automation promoting a rebroadcast of the webinar. Attach Pdf To Active Campaign Email.

This allows me to customize 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, attended, missed, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more 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 emails to get to individuals who truly desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

Attach Pdf To Active Campaign Email

Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it includes 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 starts this automation over again.

This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they’ve already been eliminated from the automation using a separate automation) – Attach Pdf To Active Campaign Email.

Attach Pdf To Active Campaign Email

Attach Pdf To Active Campaign EmailAttach Pdf To Active Campaign Email

The automation then unsubscribes them. My emails also have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. Attach Pdf To Active Campaign Email. I used 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 only send out a simple “do you still want my emails?” confirmation.