How To Attach Pdf In Active Campaign

How To Attach Pdf In Active Campaign

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

As a one-stop e-mail marketing service, ActiveCampaign, which starts at $9 monthly has a lot to offer, consisting of unlimited emails with all of its plans, third-party combinations, and a range of auto-responders. This results in a rather hectic user interface, which can be difficult to take in in the beginning glance.

ActiveCampaign has a big library of online assistance resources and onboarding services, and you can get aid through live chat, however not by phone. It’s comparable to Campaign Screen in numerous ways, though each bests the other one in some areas. For the best e-mail marketing experience aim to our Editors’ Choice choices in this category: Campaigner and MailChimp ($ 10.

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

Like numerous other e-mail marketing programs, ActiveCampaign likewise extends its functions into marketing automation as you’ll see listed below. The company organizes its strategies depending upon the variety of customers you’re wanting to reach. How To Attach Pdf In Active Campaign. Strategies begin at $9 each month for approximately 500 contacts and unlimited emails. At each subscriber level, you can upgrade to a Plus plan that includes numerous features including client relationship management (CRM), a custom-made domain, and custom-made branding.

How To Attach Pdf In Active Campaign

Plans go all the way up to 100,000 contacts; if you require more, you can call ActiveCampaign for a custom-made strategy. In between, you can go with 2,500 contacts for $29 each month, 5,000 contacts for $45 each month and so on. All plans consist of limitless emails, unlike Project Screen, which offers both basic strategies with limited emails, and more pricey endless strategies.

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

ActiveCampaign offers a 14-day totally free trial that does not require a charge card. To begin, all you need is your business name and email address. Next, you set up a password and then choose the service you’re looking forin addition to email marketing, it offers marketing automation, CRM, and sales automation.

The control panel is frustrating in the beginning look. It’s hard to know 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 an overview of your campaign activity. Part of the confusion is that it’s filled with sample information that disappears when you mouse over it.

It’s likewise confusing since ActiveCampaign also provides CRM and other functions that you may not plan to utilize, but appear on the control panel anyway if you’re utilizing the complimentary trial (How To Attach Pdf In Active Campaign). Along the top of the screen are your main options: contacts, projects, lists, and other non-email marketing related functions.

How To Attach Pdf 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 ( Go To Site at Zoho CRM), and much more. This is another area where it bests Project Display, which has no 3rd party combination (How To Attach Pdf In Active Campaign).

Before you add any contacts, though, you need to develop a list, much like with Project Screen. When you create a list, you need to provide it a name, supply your company’s mailing address for the footer, business URL, and a note letting subscribers know why they’re receiving the e-mail (this may decrease spam reports from forgetful users.) Next, you can import contacts to that list.

You can also choose not to import a certain field. I tried including e-mail, name, and birthday. It acknowledged email, however not the other two, but I was able to quickly develop custom-made fields. You can likewise tag contacts for easy browsing. Click the projects tab to create a newsletter.

You’ll most likely send out standard e-mails the most, however you can also select automated (based upon reasoning you produce), autoresponder (based upon an action by the customer), A/B test, RSS-triggered, or date-based (How To Attach Pdf In Active Campaign). Then select the list you desire to send out to; you can also sector that list utilizing contact details, area, pages they visited on your site, and more.

How To Attach Pdf In Active Campaign

After you choose who will get the e-mail, you can begin designing, either from scratch or by utilizing among their pre-designed templates. Starting from scratch indicates you can pick the design, colors, and style. You can also include elements by means of drag and drop to the page including 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 current purchase. You can also drag aspects around the page to change their position, which didn’t constantly work in my tests. Once you publish an image to a newsletter, it is saved in your library for reuse; you can even create folders for much better organization.

Then you can send test, or schedule shipment (How To Attach Pdf In Active Campaign). At the bottom of this screen, you can see your spam rating. In my first newsletter, I was warned about using a free e-mail service provider. Custom-made e-mails are usually better for trust. You can also sneak peek by e-mail customer and on desktop.

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

How To Attach Pdf In Active Campaign

As I mentioned previously, you can select what to track and include Google Analytics integration. On the reports tab, you can see all the projects you’ve sent out, in addition to opens and clicks. Clicking on a campaign brings you deeper; you can see which subscribers have actually opened your email, link clicks, a map revealing where your customers are, which email clients they utilize, and unsubscribes.

Keep in mind that, like all email marketing services, you will only be able to see views if your e-mail displays images or if a recipient clicks a link. How To Attach Pdf In Active Campaign. There are a number of methods to get help in ActiveCampaign. On every screen, you’ll see a button with a concern mark on it with links to the knowledgebase, training resources, and live chat with assistance.

The knowledgebase consists of videos and posts on ActiveCampaign features. Under training, you can schedule a 30-minute phone call or an in-person conference in Chicago to get a comprehensive walkthrough of the service ($ 65 or free with Plus or Enterprise account). You can also register for a webinar, which are typically set up once a week.

ActiveCampaign stands amongst the 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 Per Month at HubSpot), ActiveCampaign, is ample to assist most businesses achieve basic and slightly intricate goals.

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active Campaign

Join our exclusive early-adopter Slack community, to assist form the future of our endeavors & get early access to new items.

As a one-stop e-mail marketing service, ActiveCampaign, which starts at $9 each month has a lot to use, consisting of unrestricted e-mails with all of its plans, third-party combinations, and a variety of auto-responders. This results in a rather hectic user interface, which can be hard to take in at first glance.

ActiveCampaign has a large library of online assistance resources and onboarding services, and you can get aid by means of 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 e-mail marketing experience seek to our Editors’ Option picks in this category: Advocate and MailChimp ($ 10.

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

Like numerous other e-mail marketing programs, ActiveCampaign likewise extends its features into marketing automation as you’ll see below. The company arranges its plans depending upon the variety of subscribers you’re seeking to reach. How To Attach Pdf In Active Campaign. Plans begin at $9 each month for up to 500 contacts and unrestricted emails. At each subscriber level, you can update to a Plus plan that includes a number of functions consisting of customer relationship management (CRM), a custom domain, and custom-made branding.

How To Attach Pdf In Active Campaign

Strategies go all the way up to 100,000 contacts; if you require more, you can get in touch with ActiveCampaign for a custom-made strategy. In in between, you can choose 2,500 contacts for $29 each month, 5,000 contacts for $45 monthly and so on. All plans include endless e-mails, unlike Project Monitor, which uses both basic plans with restricted e-mails, and more costly unrestricted plans.

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

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

The dashboard is frustrating in the beginning glimpse. It’s difficult to know where to look initially. On the best rail is a social activity feed, consisting of social shares, unsubscribes, click rates, and more. To the left of that is an overview of your campaign activity. Part of the confusion is that it’s filled with sample info that vanishes when you mouse over it.

It’s likewise confusing considering that ActiveCampaign likewise offers CRM and other features that you might not plan to utilize, but appear on the control panel anyway if you’re utilizing the totally free trial (How To Attach Pdf In Active Campaign). Along the top of the screen are your primary options: contacts, campaigns, lists, and other non-email marketing related functions.

How To Attach Pdf 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 Website at Zoho CRM), and a lot more. This is another area where it bests Campaign Screen, which has no 3rd celebration integration (How To Attach Pdf In Active Campaign).

Before you add any contacts, however, you need to produce a list, similar to with Project Monitor. When you produce a list, you need to give it a name, offer your company’s mailing address for the footer, company URL, and a note letting subscribers know why they’re getting the e-mail (this might lower spam reports from forgetful users.) Next, you can import contacts to that list.

You can also opt not to import a certain field. I checked out including email, name, and birthday. It recognized email, but not the other 2, however I had the ability to easily produce customized fields. You can also tag contacts for easy searching. Click on the campaigns tab to create a newsletter.

You’ll probably send out basic e-mails the most, but you can also pick automated (based on logic you develop), autoresponder (based on an action by the customer), A/B test, RSS-triggered, or date-based (How To Attach Pdf In Active Campaign). Then choose the list you wish to send to; you can likewise section that list utilizing contact information, location, pages they went to on your site, and more.

How To Attach Pdf In Active Campaign

After you pick who will get the e-mail, you can start developing, either from scratch or by utilizing one of their pre-designed templates. Beginning from scratch implies you can pick the layout, colors, and style. 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 also make an element conditional based on information from your contacts, such as if they have actually made a current purchase. You can also drag aspects around the page to change their position, which didn’t always work in my tests. When you submit an image to a newsletter, it is saved in your library for reuse; you can even create folders for much better company.

Then you can send test, or schedule shipment (How To Attach Pdf In Active Campaign). At the bottom of this screen, you can see your spam score. In my very first newsletter, I was cautioned about using a complimentary e-mail company. Custom-made e-mails are generally much better for trust. You can also preview by email customer and on desktop.

ActiveCampaign supports multi-user modifying, which works similarly to Microsoft Word’s ($ 128. 00 at Amazon) track modifications 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 set up an email in order to set up an auto-responder, which is a bit irritating given that you do not learn up until you’re currently working through the process.

How To Attach Pdf In Active Campaign

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

Note that, like all e-mail marketing services, you will just have the ability to see views if your e-mail shows images or if a recipient clicks a link. How To Attach Pdf In Active Campaign. There are several methods to get help 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 support.

The knowledgebase includes videos and posts on ActiveCampaign functions. Under training, you can set up a 30-minute call or an in-person conference in Chicago to get a detailed walkthrough of the service ($ 65 or free with Plus or Enterprise account). You can also register for a webinar, which are generally arranged when a week.

ActiveCampaign stands among the best marketing automation tools in the market. Although it’s not as total as our Editors’ Choice tools Pardot ( Visit Site at Salesforce. com) and HubSpot ( 50. 00 Each Month at HubSpot), ActiveCampaign, is sufficient to help most services accomplish fundamental and slightly complex goals.

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways 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 options (offered in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for testing 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 – How To Attach Pdf In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact sends a form The contact purchases A tag is included 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 certain tag or custom-made field value.

How To Attach Pdf In Active Campaign

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact purchases A date takes place A custom field is updated with a particular value You don’t develop e-mails 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 email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I ‘d like to build it. Numerous marketers develop extremely easy e-mail series for their “email courses.” A contact register, and after that that contact instantly begins getting lessons.

It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. 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 tried this approach, I was on MailChimp.

How To Attach Pdf In Active Campaign

Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (How To Attach Pdf In 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” e-mail to get the students 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 early 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the exact same email to every individual on my list. I wish to send them the proper email for their level of engagement – How To Attach Pdf In Active Campaign. How To Attach Pdf In Active Campaign. Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already bought the product I pitch in the webinar.

How To Attach Pdf In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away hit the “Goal” toward the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. How To Attach Pdf 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, participated in, missed, or based upon for 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 promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.

How To Attach Pdf 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 adds a “0 days” tag. As time passes, it includes new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over once again.

This automation can be frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I don’t advise.

Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they have actually currently been gotten rid of from the automation utilizing a different automation) – How To Attach Pdf In Active Campaign.

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me understand that they do not have tracking enabled. This type adds a tag that I use to filter those contacts out. How To Attach Pdf In Active Campaign. I used to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so reliably! I just send a simple “do you still want my emails?” verification.

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site options (offered 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 offered in ActiveCampaign’s automations are: Send out an email Alert a team member Wait conditions If/then conditionals Split traffic for testing 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – How To Attach Pdf 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 kind The contact buys A tag is contributed to the contact A custom field is updated with a certain value From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom field worth.

How To Attach Pdf In Active Campaign

You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date happens A custom-made field is updated with a specific value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I ‘d like to construct it. Many online marketers build extremely easy e-mail series for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.

How To Attach Pdf In Active Campaign

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email (How To Attach Pdf In Active Campaign).” 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 a “pump up” e-mail 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 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 wish to send the very same e-mail to everyone on my list. I want to send them the suitable email for their level of engagement – How To Attach Pdf In Active Campaign. How To Attach Pdf In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently bought the product I pitch in the webinar.

How To Attach Pdf In Active Campaign

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they immediately struck the “Objective” towards the end of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. How To Attach Pdf In Active Campaign.

This allows 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 registered, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then activate 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. People who don’t open my e-mails make it harder for other emails to get to the people who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

How To Attach Pdf In Active Campaign

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell 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 brand-new tags for 7 days, 30 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 once again.

This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t advise.

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

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their email address to let me know that they don’t have tracking allowed. This type includes a tag that I use to filter those contacts out. How To Attach Pdf 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 reliably! I only send out a simple “do you still desire my e-mails?” confirmation.