How To Deliver Pdf Opt-In Through Active Campaign

How To Deliver Pdf Opt-In Through Active Campaign

How To Deliver Pdf Opt-In Through Active CampaignHow To Deliver Pdf Opt-In Through Active Campaign

To start building 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 added When a contact registers for a list When a contact sends a form E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a certain 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 Inform a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the objective’s place in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Deliver Pdf Opt-In Through Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact makes a purchase A tag is included to the contact A customized field is updated with a specific value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom field value.

How To Deliver Pdf Opt-In Through Active Campaign

You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date happens A custom-made field is upgraded with a certain worth You don’t produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I want to develop it. Lots of online marketers build very simple e-mail series for their “email courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this method, I was on MailChimp.

How To Deliver Pdf Opt-In Through Active Campaign

Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail (How To Deliver Pdf Opt-In Through 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 students all set for next week’s course, and motivate them to share it with pals.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on registration 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 desire to send out the exact same e-mail to every person on my list. I wish to send them the proper email for their level of engagement – How To Deliver Pdf Opt-In Through Active Campaign. How To Deliver Pdf Opt-In Through Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already acquired the item I pitch in the webinar.

How To Deliver Pdf Opt-In Through Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit the “Objective” towards the end of the webinar, and the automation ends. If they don’t sign up, they get included to an automation promoting a rebroadcast of the webinar. How To Deliver Pdf Opt-In Through 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 include tags based upon whether the contact signed up, went to, missed, or based upon how long 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 promos tab. People who don’t open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

How To Deliver Pdf Opt-In Through Active Campaign

Here’s an automation I received 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 adds brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an option to erase 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 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 tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a different automation) – How To Deliver Pdf Opt-In Through Active Campaign.

How To Deliver Pdf Opt-In Through Active Campaign

How To Deliver Pdf Opt-In Through Active CampaignHow To Deliver Pdf Opt-In Through Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking enabled. This type adds a tag that I utilize to filter those contacts out. How To Deliver Pdf Opt-In Through Active Campaign. I used to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my e-mails?” confirmation.

How To Deliver Pdf Opt-In Through Active Campaign

How To Deliver Pdf Opt-In Through Active Campaign

How To Deliver Pdf Opt-In Through Active CampaignHow To Deliver Pdf Opt-In Through Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact sends a type E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can avoid to the objective’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 remove tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – How To Deliver Pdf Opt-In Through Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific value From there, you can develop Conditions, to check whether the contact has a certain tag or customized field worth.

How To Deliver Pdf Opt-In Through Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date happens A custom-made field is upgraded with a particular worth You don’t produce e-mails in ConvertKit’s Automations.

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

It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.

How To Deliver Pdf Opt-In Through Active Campaign

Here’s the automation I use to welcome brand-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 Deliver Pdf Opt-In Through Active Campaign).” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with good friends.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on 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 want to send the very same email to everyone on my list. I want to send them the suitable e-mail for their level of engagement – How To Deliver Pdf Opt-In Through Active Campaign. How To Deliver Pdf Opt-In Through Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the item I pitch in the webinar.

How To Deliver Pdf Opt-In Through Active Campaign

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they right away hit the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get included to an automation promoting a rebroadcast of the webinar. How To Deliver Pdf Opt-In Through 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 combination panel: I can add tags based upon whether the contact signed up, participated in, missed, or based upon how long 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 e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to the people who actually desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Deliver Pdf Opt-In Through Active Campaign

Here’s an automation I received 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 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 starts this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not suggest.

Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed however have actually been busy. Here’s my reactivation series: I send one email 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 e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation utilizing a separate automation) – How To Deliver Pdf Opt-In Through Active Campaign.

How To Deliver Pdf Opt-In Through Active Campaign

How To Deliver Pdf Opt-In Through Active CampaignHow To Deliver Pdf Opt-In Through Active Campaign

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking enabled. This form adds a tag that I utilize to filter those contacts out. How To Deliver Pdf Opt-In Through 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 want my e-mails?” verification.