How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

The possibilities are limitless. Attend this FREE online training with Marcus TaylorOne method we have actually experimented with a lot is using information recorded from our Leadformly kind to personalise the material in our ActiveCampaign emails utilizing ActiveCampaign’s conditional content feature. Essentially, this permits you to personalise the material in your e-mail campaigns using rules like ‘If contact’s organisation type = company, screen X, otherwise show Y’. Here’s an example of a fully-automated e-mail we send using conditional material.

I believe the factor is due to the fact that it sounds natural and consists of enough personalisation (it recommendations that they’re running an agency) that people presume it’s been composed by hand. We have actually even received a lot of appreciation from people who have actually determined that it is automated, however are still impressed!If you want to increase your e-mail campaign engagement by 10-20%, simply send out all of your e-mails twice, but the second time around only send out the e-mail to the segment of people that didn’t open it the first time round.

While the open rate won’t be as high as the first campaign, it’s still going to be opened by a few of your list who would not have otherwise seen it (How To Add An Attached Document In Active Campaign). If somebody opens your e-mail but doesn’t click through to your deal it means that they were captivated by your subject line, but the deal wasn’t quite best for them.

How To Add An Attached Document In Active Campaign

One of our most responded-to email campaigns is a basic e-mail that we send out to everyone who participates in a Leadformly webinar but doesn’t sign up for an account (How To Add An Attached Document In Active Campaign). It looks like this: If someone clicks ‘Yes– but I have a question’ or ‘No’ it opens up an e-mail dealt with to me with the pre-filled text ‘Hi there Marcus, I’m not prepared to utilize Leadformly due to the fact that …’.

When we first began buying tools for our customer success team at Leadformly, we tried Intercom, Drift, Promoter.io, and numerous others. After numerous months we realised that many of the performance we were using in those tools could be changed by ActiveCampaign. Here are some of the ways we’re utilizing ActiveCampaign for consumer success.

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

While it’s indicated to be utilized for handling sales pipelines it works well work managing any process that has a clear set of actions– like onboarding. We have actually developed automation series to automatically move customers between various steps of this pipeline based upon what pages they go to or occasions they fire from within the Leadformly application.

How To Add An Attached Document In Active Campaign

I need to admit, collecting NPS ratings in ActiveCampaign is hard. We had previously used Promoter.io to gather NPS, which is (in theory) a plug and play solution. We struggled a lot with their service, which was among the reasons for centralising it in ActiveCampaign. Instead of discussing how we set it up here, I ‘d advise reading fantastic short article that ActiveCampaign released, which we followed to gather and automate NPS collection.

In order to educate our customers and make them effective as rapidly as possible, we put all of our clients into a 7-day onboarding sequence, which leak feeds a series of tutorials, videos, and white documents that they can use to discover our software application and get better outcomes from their lead capture types. This automation series takes some stress off of our assistance team, as it indicates that we can respond to concerns in these tutorials that might have otherwise ended up being assistance tickets/emails.

When somebody cancels their account or requests a refund for our ventures, it is necessary that we discover what caused this. In ActiveCampaign, we automatically trigger a series that asks the customer what made them leave, and after that adds/removes them from the right lists and sequences. It’s easy however is one less thing that our client success team requirement to think of.

How To Add An Attached Document In Active Campaign

Below are some of the methods we’ve utilized ActiveCampaign to automate elements of HR, financing, and staff member training. When a new worker joins Endeavor Harbour, an automated email sequence is activated that drip feeds information on how we doing things at Endeavor Harbour and why. This ensures that all brand-new employees have a consistent onboarding experience, and are aligned with the company’s larger picture vision and goals.

While unconventional, using marketing automation to simplify our brand-new employee onboarding has made this procedure a lot easier. We do not check out CVs at Endeavor Harbour. Rather, we ask all prospects that look for a job from our site to complete a brief quiz that informs us more about them and how they resolve problems (How To Add An Attached Document In Active Campaign).

At the end of the day, if you’re not happy to complete a 10-minute test to be thought about for a role at Venture Harbour, you’re definitely not the best fit. It also provides us a lot of informative info about candidates. For example, among our worths at Venture Harbour is to never stop learning, so in our quiz we ask ‘What are the last three nonfiction books you check out?’.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

This quiz is sent through a marketing automation sequence, which maximizes hours of emailing backward and forward with prospective prospects, and ensures that we just think about the absolute best candidates to come in for an interview. I utilized to hate chasing up invoices. While most of our customers paid their billings on time, there were constantly a few that needed a nudge or more.

By sending out the email from a ‘[email protected]’ e-mail address instead of my individual e-mail address it depersonalised the message and discovered more as an alert instead of an individual asking for a billing to be paid (How To Add An Attached Document In Active Campaign). Not just was it just as reliable as me emailing them, it indicated I could stop sending an email that I hated sending out– and it conserved me time!There are couple of tools that I wholeheartedly suggest on a day-to-day basis, but ActiveCampaign is among them.

As a one-stop email marketing service, ActiveCampaign, which starts at $9 per month has a lot to offer, consisting of unlimited emails with all of its plans, third-party combinations, and a range of auto-responders. This leads to a rather busy interface, which can be difficult to take in at first glance.

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

ActiveCampaign has a large library of online support resources and onboarding services, and you can receive assistance via live chat, however not by phone. It’s equivalent to Campaign Screen in lots of methods, though each bests the other one in some areas. For the finest email marketing experience aim to our Editors’ Option choices in this category: Advocate and MailChimp , each of which use live assistance, and generous features.

The company arranges its strategies depending on the number of subscribers you’re seeking to reach. Strategies begin at $9 each month for approximately 500 contacts and unlimited e-mails. At each subscriber level, you can update to a Plus plan that includes a number of functions consisting of consumer relationship management (CRM), a custom domain, and custom-made branding.

Strategies go all the method as much as 100,000 contacts; if you need more, you can call ActiveCampaign for a custom plan. In between, you can choose 2,500 contacts for $29 each month, 5,000 contacts for $45 each month and so on. All plans include unlimited e-mails, unlike Campaign Screen, which offers both basic plans with limited e-mails, and more costly unrestricted plans. How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

ActiveCampaign uses a 14-day totally free trial that does not need a credit card. To get begun, all you need is your business name and email address. Next, you established a password and after that pick the service you’re searching for– in addition to email marketing, it provides marketing automation, CRM, and sales automation.

The dashboard is frustrating at first look. It’s hard to understand where to look initially. On the right 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 info that vanishes when you mouse over it.

It’s likewise complicated since ActiveCampaign likewise offers CRM and other functions that you might not prepare to utilize, however appear on the control panel anyhow if you’re using the complimentary trial. How To Add An Attached Document In Active Campaign. Along the top of the screen are your main alternatives: contacts, campaigns, lists, and other non-email marketing related features.

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 (Check Out Site at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Suggestions), and many more. This is another location where it bests Campaign Monitor, which has no 3rd party combination. How To Add An Attached Document In Active Campaign.

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

You can likewise choose not to import a particular field. I tried out adding email, name, and birthday. It acknowledged e-mail, however not the other 2, but I was able to quickly develop custom-made fields. You can also tag contacts for simple browsing. Click the projects tab to develop a newsletter. They even have a basic mage editor where you can crop the image. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can produce a truly plain e-mail, provided you make a basic design template first.

How To Add An Attached Document In Active Campaign

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

ConvertKit’s email modifying experience is extremely plain, but easy to browse. Their templates are limited, which is fine with me, but their email editing experience is slightly much easier in that you can develop inline images, and you can produce a completely plain email, and even edit the underlying HTML. If you want to make some fast edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch backward and forward in between different e-mails, I would intuitively be inclined open the exact same automation in different tabs, then open the particular emails from each of those tabs.

How To Add An Attached Document In Active Campaign

In the Automations section, there’s a “Manage Messages” location. 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 brand-new tab to more quickly edit your entire series. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation email editing experience on ActiveCampaign. But choosing an email marketing platform is like selecting a spouse – How To Add An Attached Document In Active Campaign. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another factor I changed from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

You can integrate characteristics with an AND/OR operator, and you can blend and match those groups of traits with another AND/OR operator. With MailChimp, you can just section by AND/OR, nevertheless MailChimp’s Pro strategy permits more sophisticated segmenting, for an additional $199 a month. In my look for the best e-mail marketing platform, I saw lots of others, some of which I have actually already mentioned.

How To Add An Attached Document In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are much easier to construct, though they aren’t as flexible as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They likewise don’t have goal tracking, or Message Variables. MailChimp. You already understand that I changed from MailChimp to ActiveCampaign.

MailChimp is free for as much as 2,000 contacts, though if you’re severe I ‘d strongly warn against locking yourself into an email marketing platform simply due to the fact that it’s less expensive on the short-term. Switching is a discomfort, and it may cost you more in the long run. AWeber. AWeber has actually been around permanently, so they integrate with anything.

It has just-okay e-mail modifying experience, templates, and automations. One edge it has, in my opinion, is International Text Bits. I go more in depth in my AWeber Review. If you’re a small company with 5,000 subscribers or more, and you do not need far more than fundamental broadcasts and automations, AWeber may be a great choice.

How To Add An Attached Document In Active Campaign

I generally do not think prices must be a significant aspect in choosing the right email marketing platform for your organisation. Having the ideal features for your marketing method will eventually make up for whatever rate differences you find. However, cost is still an aspect, so let’s take a look at prices for ActiveCampaign vs.

As you can see: If you’re beginning with 500 contacts, ActiveCampaign’s Lite plan is less expensive than both AWeber and ConvertKit. ConvertKit is practically double the price of ActiveCampaign if you’re just starting. MailChimp, is free listed below 2,000 contacts. But changing is a discomfort, so just select MailChimp if it’s the finest option 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 usage of ActiveCampaign’s rich automation features, it’s well worth the cost difference. In conclusion, ActiveCampaign is an exceptionally versatile email marketing platform, and I’m so glad I made the effort to do the research study and make the switch from MailChimp to ActiveCampaign.