How To Add An Attached Document In Active Campaign

Join our unique early-adopter Slack neighborhood, to assist form the future of our endeavors & get early access to brand-new products.

As a one-stop email marketing service, ActiveCampaign, which starts at $9 monthly has a lot to use, consisting of unlimited e-mails with all of its plans, third-party combinations, and a variety of auto-responders. This leads to a rather busy interface, which can be hard to take in initially glimpse.

ActiveCampaign has a big library of online assistance resources and onboarding services, and you can receive assistance by means of live chat, but not by phone. It’s comparable to Campaign Display in many ways, though each bests the other one in some locations. For the finest email marketing experience seek to our Editors’ Option picks in this category: Campaigner and MailChimp ($ 10.

Like numerous other email marketing programs, ActiveCampaign also extends its features into marketing automation as you’ll see below. The company arranges its plans depending upon the variety of customers you’re wanting to reach. How To Add An Attached Document In Active Campaign. Strategies start at $9 per month for up to 500 contacts and limitless emails. At each customer level, you can upgrade to a Plus plan that includes a number of functions consisting of client relationship management (CRM), a custom domain, and custom branding.

How To Add An Attached Document In Active Campaign

Plans go all the way up to 100,000 contacts; if you need more, you can contact ActiveCampaign for a customized plan. In between, you can choose 2,500 contacts for $29 per month, 5,000 contacts for $45 per month and so on. All plans include unlimited emails, unlike Project Screen, which offers both fundamental strategies with minimal e-mails, and more pricey endless strategies.

ActiveCampaign uses a 14-day complimentary trial that does not need a charge card. To start, all you require is your company name and e-mail address. Next, you set up a password and after that choose the service you’re looking forin addition to email marketing, it provides marketing automation, CRM, and sales automation.

The control panel is frustrating in the beginning glance. It’s tough to understand where to look initially. On the ideal rail is a social activity feed, including social shares, unsubscribes, click rates, and more. To the left of that is a summary of your project activity. Part of the confusion is that it’s filled with sample details that disappears when you mouse over it.

It’s also confusing given that ActiveCampaign likewise provides CRM and other functions that you may not plan to utilize, but appear on the dashboard anyway if you’re using the complimentary trial (How To Add An Attached Document In Active Campaign). Along the top of the screen are your primary alternatives: contacts, projects, lists, and other non-email marketing associated functions.

How To Add An Attached Document In Active Campaign

From here you can import and export CSV files or import from a third-party service, such as Asana ($ 0. 00 at Asana), Base CRM , Zoho CRM ( Check Out Site at Zoho CRM), and much more. This is another location where it bests Project Screen, which has no 3rd party integration (How To Add An Attached Document In Active Campaign).

Before you add any contacts, however, you need to produce a list, similar to with Campaign Display. When you develop a list, you need to give it a name, provide your business’s mailing address for the footer, company URL, and a note letting customers understand why they’re receiving the email (this might lower spam reports from forgetful users.) Next, you can import contacts to that list.

You can likewise opt not to import a particular field. I tried out adding e-mail, name, and birthday. It recognized e-mail, however not the other two, but I had the ability to quickly create custom fields. You can likewise tag contacts for easy searching. Click on the projects tab to develop a newsletter.

You’ll most likely send out basic e-mails the most, but you can also select automated (based on logic you develop), autoresponder (based on an action by the customer), A/B test, RSS-triggered, or date-based (How To Add An Attached Document In Active Campaign). Then select the list you want to send to; you can likewise segment that list using contact details, location, pages they went to on your site, and more.

How To Add An Attached Document In Active Campaign

After you choose who will get the email, you can start creating, either from scratch or by utilizing one of their pre-designed design templates. Starting from scratch suggests you can pick the layout, colors, and theme. You can likewise add components by means of drag and drop to the page consisting of text, image, button, HTML, video, and spacers.

You can likewise make a component conditional based upon data from your contacts, such as if they have actually made a recent purchase. You can likewise drag aspects around the page to alter their position, which didn’t constantly operate in my tests. Once you upload an image to a newsletter, it is conserved in your library for reuse; you can even develop folders for better company.

Then you can send test, or schedule shipment (How To Add An Attached Document In Active Campaign). At the bottom of this screen, you can see your spam rating. In my very first newsletter, I was alerted about using a totally free e-mail company. Custom-made emails are usually better for trust. You can likewise sneak peek by e-mail customer and on desktop.

ActiveCampaign supports multi-user editing, which works similarly to Microsoft Word’s ($ 128. 00 at Amazon) track changes feature. Autoresponders can be triggered by subscribes, unsubscribes, email opens or link clicks, and occasions, such as birthdays and anniversaries. You have actually to very first established an email in order to set up an auto-responder, which is a bit annoying considering that you don’t find out up until you’re already working through the process.

How To Add An Attached Document In Active Campaign

As I pointed out earlier, you can select what to track and add Google Analytics combination. On the reports tab, you can view all the projects you’ve sent out, in addition to opens and clicks. Clicking a campaign brings you much deeper; you can view which subscribers have actually opened your e-mail, link clicks, a map showing where your customers are, which email customers they use, and unsubscribes.

Note that, like all email marketing services, you will only be able to see views if your email shows images or if a recipient clicks a link. How To Add An Attached Document In Active Campaign. There are numerous methods to get assist in ActiveCampaign. On every screen, you’ll see a button with an enigma on it with links to the knowledgebase, training resources, and live chat with assistance.

The knowledgebase consists of videos and short articles on ActiveCampaign features. Under training, you can arrange a 30-minute call or an in-person conference in Chicago to get a detailed walkthrough of the service ($ 65 or totally free with Plus or Enterprise account). You can likewise sign up for a webinar, which are normally scheduled as soon as a week.

ActiveCampaign stands amongst the very best marketing automation tools in the industry. Although it’s not as total as our Editors’ Option tools Pardot ( Check Out Website at Salesforce. com) and HubSpot ( 50. 00 Monthly at HubSpot), ActiveCampaign, is more than enough to assist most organizations achieve standard and slightly complicated goals.

How To Add An Attached Document In Active Campaign

Join our unique early-adopter Slack community, to help shape the future of our endeavors & get early access to brand-new products.

As a one-stop e-mail marketing service, ActiveCampaign, which begins at $9 monthly has a lot to use, consisting of limitless emails with all of its strategies, third-party combinations, and a variety of auto-responders. This results in a rather hectic interface, which can be tough to take in initially look.

ActiveCampaign has a large library of online support resources and onboarding services, and you can get assistance through live chat, however not by phone. It’s comparable to Project Monitor in numerous methods, though each bests the other one in some areas. For the best email marketing experience appearance to our Editors’ Choice choices in this classification: Advocate and MailChimp ($ 10.

Like a number of other email marketing programs, ActiveCampaign likewise extends its features into marketing automation as you’ll see below. The business organizes its plans depending on the number of subscribers you’re wanting to reach. How To Add An Attached Document In Active Campaign. Strategies start at $9 per month for approximately 500 contacts and limitless emails. At each subscriber level, you can upgrade to a Plus strategy that includes numerous features consisting of consumer relationship management (CRM), a custom-made domain, and custom-made branding.

How To Add An Attached Document In Active Campaign

Plans go all the way as much as 100,000 contacts; if you need more, you can call ActiveCampaign for a custom-made strategy. In between, you can choose for 2,500 contacts for $29 monthly, 5,000 contacts for $45 each month and so on. All plans consist of unrestricted e-mails, unlike Project Screen, which offers both basic strategies with limited e-mails, and more pricey unlimited plans.

ActiveCampaign uses a 14-day free trial that does not require a credit card. To get started, all you require is your company name and email address. Next, you established a password and after that choose the service you’re looking forin addition to email marketing, it uses marketing automation, CRM, and sales automation.

The control panel is frustrating initially glimpse. It’s hard to know where to look first. On the ideal rail is a social activity feed, including social shares, unsubscribes, click rates, and more. To the left of that is an introduction of your campaign activity. Part of the confusion is that it’s filled with sample details that disappears when you mouse over it.

It’s also complicated given that ActiveCampaign likewise offers CRM and other features that you may not plan to use, but appear on the dashboard anyway if you’re using the totally free trial (How To Add An Attached Document In Active Campaign). Along the top of the screen are your primary alternatives: contacts, projects, lists, and other non-email marketing associated functions.

How To Add An Attached Document In Active Campaign

From here you can import and export CSV files or import from a third-party service, such as Asana ($ 0. 00 at Asana), Base CRM , Zoho CRM ( See Site at Zoho CRM), and lots of more. This is another location where it bests Project Screen, which has no 3rd party integration (How To Add An Attached Document In Active Campaign).

Before you add any contacts, however, you need to produce a list, similar to with Campaign Screen. When you create a list, you require to give it a name, offer your company’s mailing address for the footer, business URL, and a note letting customers understand why they’re receiving the e-mail (this might lower spam reports from absent-minded users.) Next, you can import contacts to that list.

You can also opt not to import a specific field. I experimented with adding email, name, and birthday. It acknowledged e-mail, however not the other 2, but I had the ability to quickly produce custom-made fields. You can also tag contacts for easy browsing. Click on the campaigns tab to create a newsletter.

You’ll probably send out basic emails the most, but you can likewise pick automated (based on logic you develop), autoresponder (based upon an action by the customer), A/B test, RSS-triggered, or date-based (How To Add An Attached Document In Active Campaign). Then pick the list you desire to send out to; you can likewise section that list utilizing contact details, area, pages they checked out on your website, and more.

How To Add An Attached Document In Active Campaign

After you choose who will get the e-mail, you can start developing, either from scratch or by utilizing among their pre-designed design templates. Going back to square one indicates you can choose the design, colors, and style. You can also include components via drag and drop to the page including text, image, button, HTML, video, and spacers.

You can likewise make a component conditional based upon information from your contacts, such as if they’ve made a recent purchase. You can also drag components around the page to change their position, which didn’t always operate in my tests. As soon as you publish an image to a newsletter, it is conserved in your library for reuse; you can even produce folders for better company.

Then you can send out test, or schedule shipment (How To Add An Attached Document In Active Campaign). At the bottom of this screen, you can see your spam score. In my very first newsletter, I was alerted about utilizing a totally free e-mail provider. Custom-made e-mails are normally better for trust. You can also sneak peek by email customer and on desktop.

ActiveCampaign supports multi-user editing, which works likewise to Microsoft Word’s ($ 128. 00 at Amazon) track modifications feature. Autoresponders can be set off by subscribes, unsubscribes, email opens or link clicks, and events, such as birthdays and anniversaries. You need to first established an e-mail in order to set up an auto-responder, which is a bit bothersome because you do not discover until you’re already resolving the procedure.

How To Add An Attached Document In Active Campaign

As I mentioned previously, you can choose what to track and include Google Analytics integration. On the reports tab, you can view all the campaigns you’ve sent, together with opens and clicks. Clicking on a project brings you much deeper; you can see which customers have actually opened your e-mail, link clicks, a map revealing where your customers are, which email customers they utilize, and unsubscribes.

Keep in mind that, like all e-mail marketing services, you will only have the ability to see views if your e-mail displays images or if a recipient clicks a link. How To Add An Attached Document In Active Campaign. There are numerous methods to get assist in ActiveCampaign. On every screen, you’ll see a button with an enigma on it with links to the knowledgebase, training resources, and live chat with assistance.

The knowledgebase consists of videos and articles on ActiveCampaign features. Under training, you can arrange a 30-minute call or an in-person meeting in Chicago to get a comprehensive walkthrough of the service ($ 65 or free with Plus or Enterprise account). You can likewise sign up for a webinar, which are generally arranged once a week.

ActiveCampaign stands among the best marketing automation tools in the industry. Although it’s not as total as our Editors’ Choice tools Pardot ( Go To Site at Salesforce. com) and HubSpot ( 50. 00 Each Month at HubSpot), ActiveCampaign, is ample to assist most companies accomplish fundamental and mildly intricate goals.

How To Add An Attached Document In Active Campaign

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger 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 alternatives (offered in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Notify a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the objective’s location 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 remove tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Add An Attached Document In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is included to the contact A custom field is upgraded with a certain worth From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field worth.

How To Add An Attached Document In Active Campaign

You can also develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact purchases A date occurs A custom field is updated with a certain value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I want to build it. Numerous marketers construct really basic e-mail sequences for their “e-mail 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 approach. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

How To Add An Attached Document In Active Campaign

Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Add An Attached Document In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the trainees all set for next week’s course, and encourage them to share it with good 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 early 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 wish to send the very same email to everyone on my list. I wish to send them the suitable e-mail 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 already purchased the item I pitch in the webinar.

How To Add An Attached Document In Active Campaign

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they sign up, they instantly struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. How To Add An Attached Document In Active Campaign.

This enables me to personalize 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 registered, attended, missed, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring built 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 tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of 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 service. But, due to the fact that you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I don’t suggest.

Some customers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but 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 the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. How To Add An Attached Document In Active Campaign. I used to include this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my emails?” confirmation.

How To Add An Attached Document In Active Campaign

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety 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 options (available in the “Pro” strategy) When the contact reaches a particular point in another automation.

From there, you can begin developing 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 Avoid 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – How To Add An Attached Document In Active Campaign.

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

How To Add An Attached Document In Active Campaign

You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date happens A custom field is updated with a specific value You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct 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 develop it. Many marketers develop very basic email sequences for their “email courses.” A contact indications up, and then that contact instantly begins getting lessons.

It was easy to develop with ActiveCampaign, but impossible 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 need to sign up by Friday night, and a brand-new course begins each Monday morning. When I first tried this approach, 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 couple of things going on here: The automation sends out all contacts a “welcome email (How To Add An Attached Document In Active Campaign).” The automation confirms 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 all set for next week’s course, and motivate them to share it with friends.

The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 want to send out the same email to everyone on my list. I wish to send them the appropriate 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 already purchased the item I pitch in the webinar.

How To Add An Attached Document In Active Campaign

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

This allows me to personalize 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 registered, attended, missed, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most 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 really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.

How To Add An Attached Document In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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, 1 month, 60 days, etc Each time they open an e-mail, 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 at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous e-mail, they’ve already been eliminated 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

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me know that they don’t have tracking enabled. This kind includes a tag that I use to filter those contacts out. How To Add An Attached Document In Active Campaign. I used to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still desire my e-mails?” verification.