How To Attach A Pdf In Active Campaign

How To Attach A Pdf In Active Campaign

The possibilities are unlimited. Attend this FREE online training with Marcus TaylorOne method we’ve explored with a lot is utilizing data captured from our Leadformly type to personalise the content in our ActiveCampaign e-mails utilizing ActiveCampaign’s conditional material feature. Essentially, this allows you to customise the content in your email campaigns utilizing guidelines like ‘If contact’s organisation type = agency, screen X, otherwise display Y’. Here’s an example of a fully-automated email we send out using conditional material.

I believe the reason is because it sounds natural and consists of adequate personalisation (it referrals that they’re running a company) that individuals presume it’s been written by hand. We have actually even gotten a lot of appreciation from people who have actually recognized that it is automated, however are still impressed!If you desire to increase your email campaign engagement by 10-20%, simply send all of your e-mails twice, however the 2nd time around only send the email to the section of people that didn’t open it the very first time round.

While the open rate won’t be as high as the very first campaign, it’s still going to be opened by some of your list who would not have otherwise seen it (How To Attach A Pdf In Active Campaign). If somebody opens your email however doesn’t click through to your deal it means that they were fascinated by your subject line, but the offer wasn’t rather ideal for them.

How To Attach A Pdf In Active Campaign

One of our most responded-to e-mail projects is a basic email that we send to everybody who participates in a Leadformly webinar but doesn’t sign up for an account (How To Attach A Pdf In Active Campaign). It appears like this: If somebody clicks ‘Yes– but I have a concern’ or ‘No’ it opens up an email dealt with to me with the pre-filled text ‘Hello there Marcus, I’m not ready to use Leadformly since …’.

When we initially started buying tools for our customer success group at Leadformly, we tried Intercom, Drift, Promoter.io, and a number of others. After numerous months we understood that most of the performance we were using in those tools could be replaced by ActiveCampaign. Here are some of the ways we’re utilizing ActiveCampaign for consumer success.

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

While it’s implied to be used for handling sales pipelines it works well work managing any procedure that has a clear set of actions– like onboarding. We have actually created automation sequences to instantly move clients between various actions of this pipeline based on what pages they check out or occasions they fire from within the Leadformly application.

How To Attach A Pdf In Active Campaign

I have to admit, gathering NPS ratings in ActiveCampaign is not easy. We had previously used Promoter.io to gather NPS, which is (in theory) a plug and play service. We struggled a lot with their service, which was among the reasons for centralising it in ActiveCampaign. Rather than discussing how we set it up here, I ‘d advise reading fantastic article that ActiveCampaign published, which we followed to collect and automate NPS collection.

In order to educate our clients and make them successful as rapidly as possible, we put all of our customers into a 7-day onboarding sequence, which leak feeds a series of tutorials, videos, and white documents that they can utilize to learn our software application and get better arise from their lead capture kinds. This automation series takes some strain off of our support group, as it suggests that we can respond to concerns in these tutorials that may have otherwise become support tickets/emails.

When someone cancels their account or demands a refund for our endeavors, it is essential that we discover what caused this. In ActiveCampaign, we instantly set off a sequence that asks the customer what made them leave, and then adds/removes them from the proper lists and sequences. It’s basic but is one less thing that our customer success team requirement to consider.

How To Attach A Pdf In Active Campaign

Below are a few of the ways we have actually utilized ActiveCampaign to automate aspects of HR, financing, and employee training. When a brand-new staff member joins Endeavor Harbour, an automatic email series is set off that drip feeds information on how we doing things at Endeavor Harbour and why. This ensures that all new employees have a constant onboarding experience, and are aligned with the company’s bigger image vision and goals.

While unconventional, utilizing marketing automation to enhance our brand-new employee onboarding has actually made this procedure a lot simpler. We do not check out CVs at Venture Harbour. Instead, we ask all candidates that make an application for a job from our website to finish a short quiz that tells us more about them and how they solve problems (How To Attach A Pdf In Active Campaign).

At the end of the day, if you’re not ready to finish a 10-minute quiz to be considered for a role at Endeavor Harbour, you’re definitely not the best fit. It likewise offers us a great deal of informative details about candidates. For instance, one of our values at Endeavor Harbour is to never stop discovering, so in our quiz we ask ‘What are the last 3 nonfiction books you read?’.

How To Attach A Pdf In Active Campaign

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

This test is sent through a marketing automation sequence, which maximizes hours of emailing backward and forward with potential prospects, and guarantees that we just consider the best applicants to come in for an interview. I used to hate going after up billings. While the bulk of our customers paid their billings on time, there were constantly a couple of that needed a push or more.

By sending the email from a ‘[email protected]’ e-mail address rather than my individual email address it depersonalised the message and encountered more as an alert rather than an individual requesting for an invoice to be paid (How To Attach A Pdf In Active Campaign). Not only was it simply as reliable as me emailing them, it indicated I could stop sending out an e-mail that I hated sending out– and it saved me time!There are couple of tools that I wholeheartedly advise every day, however ActiveCampaign is among them.

As a one-stop email marketing service, ActiveCampaign, which starts at $9 each month has a lot to provide, consisting of unrestricted emails with all of its plans, third-party integrations, and a variety of auto-responders. This leads to a rather hectic interface, which can be difficult to take in in the beginning glimpse.

How To Attach A Pdf In Active Campaign

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

ActiveCampaign has a big library of online assistance resources and onboarding services, and you can receive assistance via live chat, however not by phone. It’s comparable to Campaign Monitor in many ways, though each bests the other one in some locations. For the finest e-mail marketing experience aim to our Editors’ Choice picks in this category: Advocate and MailChimp , each of which provide live assistance, and generous functions.

The business arranges its strategies depending upon the number of subscribers you’re wanting to reach. Plans start at $9 each month for as much as 500 contacts and limitless emails. At each subscriber level, you can update to a Plus plan that adds a number of features including client relationship management (CRM), a customized domain, and customized branding.

Plans go all the method approximately 100,000 contacts; if you require more, you can call ActiveCampaign for a custom plan. In in between, you can go with 2,500 contacts for $29 each month, 5,000 contacts for $45 per month and so on. All strategies consist of endless e-mails, unlike Campaign Monitor, which uses both standard plans with limited e-mails, and more pricey unlimited plans. How To Attach A Pdf In Active Campaign.

How To Attach A Pdf In Active Campaign

ActiveCampaign uses a 14-day free trial that does not require a charge card. To get started, all you require is your business name and email address. Next, you set up a password and after that choose the service you’re trying to find– in addition to email marketing, it offers marketing automation, CRM, and sales automation.

The control panel is overwhelming initially glimpse. It’s tough 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 a summary of your campaign activity. Part of the confusion is that it’s filled with sample information that vanishes when you mouse over it.

It’s likewise complicated since ActiveCampaign also offers CRM and other features that you may not plan to utilize, but appear on the dashboard anyway if you’re using the complimentary trial. How To Attach A Pdf In Active Campaign. Along the top of the screen are your main alternatives: contacts, projects, lists, and other non-email marketing associated functions.

How To Attach A Pdf In Active Campaign

From here you can import and export CSV files or import from a third-party service, such as Asana (See Website at Asana), Base CRM , Zoho CRM (Free Trial at Software Suggestions), and a lot more. This is another area where it bests Campaign Display, which has no third celebration combination. How To Attach A Pdf In Active Campaign.

Prior to you include any contacts, however, you have to produce a list, simply like with Campaign Display. When you produce a list, you need to offer it a name, provide your company’s mailing address for the footer, company URL, and a note letting subscribers understand why they’re getting the e-mail (this might minimize spam reports from forgetful users.) Next, you can import contacts to that list.

You can also choose not to import a particular field. I checked out including email, name, and birthday. It recognized e-mail, but not the other two, but I was able to easily produce custom fields. You can also tag contacts for simple searching. Click the projects tab to create a newsletter. They even have a standard mage editor where you can crop the image. MailChimp’s editor is the best I’ve seen in all of the e-mail marketing platforms I’ve tried. You have access to the underlying code, so you can produce a genuinely plain email, supplied you make a fundamental template initially.

How To Attach A Pdf In Active Campaign

MailChimp’s integrated image editor is exceptionally effective. You can resize, crop, and include custom-made text to your images. I miss out on MailChimp’s email-editing experience. It would save me a little time to have that same experience on ActiveCampaign. However the highly-customizable automations I can build on ActiveCampaign more than offset that potential time savings.

ConvertKit’s email modifying experience is extremely plain, but easy to browse. Their design templates are limited, which is great with me, however their e-mail editing experience is a little easier because you can develop inline images, and you can develop a completely plain email, and even edit the underlying HTML. If you want to make some fast edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click an e-mail, and it takes me to the editor for that e-mail. Note that I can’t even Command + Click to open it in another tab. Whether they suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to switch backward and forward in between numerous emails, I would intuitively be inclined open the very same automation in different tabs, then open the particular emails from each of those tabs.

How To Attach A Pdf In Active Campaign

In the Automations section, there’s a “Handle Messages” area. From here, you can see all of the messages in each of your automations. You can modify each one, or you can Command + Click to open each in a new tab to more quickly edit your entire series. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a great deal of time to have ConvertKit’s automation e-mail modifying experience on ActiveCampaign. But picking an e-mail marketing platform resembles selecting a spouse – How To Attach A Pdf In Active Campaign. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of division, another factor I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted division alternatives.

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

You can combine attributes with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can only sector by AND/OR, however MailChimp’s Pro strategy permits more sophisticated segmenting, for an extra $199 a month. In my search for the perfect email marketing platform, I saw lots of others, some of which I have actually already mentioned.

How To Attach A Pdf In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would probably be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives aren’t as advanced either. They also don’t have objective tracking, or Message Variables. MailChimp. You currently understand that I switched from MailChimp to ActiveCampaign.

MailChimp is complimentary for up to 2,000 contacts, though if you’re major I ‘d strongly caution versus locking yourself into an e-mail marketing platform even if it’s cheaper on the short-term. Changing is a discomfort, and it may cost you more in the long run. AWeber. AWeber has been around forever, so they incorporate with anything.

It has just-okay e-mail editing experience, templates, and automations. One edge it has, in my viewpoint, is Worldwide Text Snippets. I go more in depth in my AWeber Evaluation. If you’re a little organisation with 5,000 customers or more, and you do not need much more than fundamental broadcasts and automations, AWeber may be a great option.

How To Attach A Pdf In Active Campaign

I normally don’t think rates must be a significant consider deciding the right e-mail marketing platform for your organisation. Having the right features for your marketing method will ultimately make up for whatever rate differences you discover. But, rate is still a factor, so let’s look at pricing for ActiveCampaign vs.

As you can see: If you’re starting with 500 contacts, ActiveCampaign’s Lite strategy is less expensive than both AWeber and ConvertKit. ConvertKit is almost double the cost of ActiveCampaign if you’re simply beginning out. MailChimp, is free below 2,000 contacts. However changing is a pain, so just choose MailChimp if it’s the very best choice for you.

About 10% more than ConvertKit, and about 50% more than AWeber or MailChimp. As I have actually stated, if you’re going to be making full use of ActiveCampaign’s rich automation functions, it’s well worth the cost distinction. In conclusion, ActiveCampaign is an extremely flexible e-mail marketing platform, and I’m so happy I made the effort to do the research study and make the switch from MailChimp to ActiveCampaign.